Trained Kathak Dancer
AASTHA GAUTAM
Finance Professional
Mumbai
Summary
Finance professional with 8+ years in equity research, valuation, portfolio analysis, and client engagement. Strong base in fundamental analysis of US equities, creating investor-focused content, and delivering actionable market insights to drive stakeholder decisions.
Overview
11
11
years of professional experience
Work History
Growth Lead
GSN Invest
01.2025 - Current
- Leading the Global Equity Research function for 101 U.S. companies across 25 sectors to facilitate investment strategies and client decision-making.
- Developing and delivering high-quality research reports, valuation models, and presentations.
- Spearheading knowledge-sharing content to educate market participants on equity opportunities and personal finance.
Team Lead
Wipro-Blackstone CoE
12.2019 - 01.2025
- Promoted to Senior Analyst (2021) & Team Lead (2023) in recognition of strong performance and leadership
- Led cash and position reconciliation for collateralized loans, separately managed accounts (SMA), and structured investment strategies (SIS) funds, ensuring accuracy and compliance across high-volume portfolios
- Spearheaded migration of loan processing system from WSO to Geneva, enhancing operational efficiency and streamlining portfolio management for collateralized loans
- Directed a project to reduce false exceptions, achieving a 93% success rate, while automating two reports to save 12 man-hours/week
Analyst
Goldman Sachs Asset Management
08.2016 - 06.2019
- Contributed to trade management and NAV reconciliation teams at Goldman Sachs, enhancing trade accuracy and portfolio reconciliation processes for high-value asset management operations
- Managed client relationships for high-value portfolios, responding to investor inquiries on fund performance to ensure timely and accurate communication.
- Optimized exception handling, reducing false exceptions by 72%, and query volume by 20%.
Intern
Goldman Sachs Asset Management
05.2015 - 06.2015
- Received a pre-placement offer post summer internship.
- Contributed to the development of standardized reporting packages for GSAM in the client reporting team.
- Achieved a 35% reduction in manual reporting processes, saving the team 8 man-hours weekly
Education
MBA - Management
XLRI Jamshedpur
Jamshedpur, India 04.2001 -
BBM - General Management
Jyoti Nivas College
Bangalore, India05.2016
CBSE Grade 12 -
Bhartiya Vidya Bhavans
Nagpur, India03.2013
CBSE Grade 10 -
Sharda Vidyalaya
Mangalore03.2011
Skills
Financial Analysis & Valuation
Equity Research
Presentation & deck building
Relationship Management
Interests
Member of the Robinhood Army- Prominent volunteer-based, zero-funds non-profit organization it focuses on fighting hunger and food waste
Timeline
Growth Lead
GSN Invest
01.2025 - Current
Team Lead
Wipro-Blackstone CoE
12.2019 - 01.2025
Analyst
Goldman Sachs Asset Management
08.2016 - 06.2019
Intern
Goldman Sachs Asset Management
05.2015 - 06.2015
MBA - Management
XLRI Jamshedpur
04.2001 -
BBM - General Management
Jyoti Nivas College
CBSE Grade 12 -
Bhartiya Vidya Bhavans
CBSE Grade 10 -
Sharda Vidyalaya