AISHWARYA RAI
Executive
Gurugram
Summary
Experienced in Investment Banking and Finance, I offer a wealth of knowledge in risk assessment and operational risk management. I possess a strong background in financial modeling, investment evaluation, and KPI analysis, enabling me to provide valuable insights and drive informed decision-making. My leadership skills are evident in my effective stakeholder management and process streamlining through automation. I am dedicated to upholding financial accuracy and compliance, leveraging advanced tools and analytics to optimize performance.
Overview
5
5
years of professional experience
3
3
Certifications
2
2
Languages
Work History
Executive
Macquarie
01.2022 - 04.2024
- Company Overview: Global financial services and management firm
- Assessed equity risk using advanced capital and stress testing to enhance financial resilience
- Built financial models, prepared statements, ensuring accuracy and regulatory compliance
- Conducted investment valuations, KPI analysis, and risk-based insights for decision-making
- Optimized business workflows, ensuring data accuracy and regulatory adherence
- Automated risk assessment, reconciliations, and control testing with Alteryx and Excel macros
- Developed Power BI dashboards for dynamic reporting and data visualization, leveraging SQL for data extraction, analysis, and warehousing
- Global financial services and management firm
- Improved stakeholder satisfaction with regular communication and updates on project progress and outcomes.
Senior Analyst
Citicorp Services India Pvt. Ltd.
06.2021 - 12.2021
- Company Overview: A leading global provider of financial services
- Managed a diverse portfolio of securities, including equities, fixed income instruments, and options across multiple funds
- Calculated net asset value – NAV by accurately determining the value of underlying securities
- Worked on portfolio valuation for investment tracking and reporting
- Valued securities utilizing data feeds from Bloomberg, Reuters, and IDS to ensure precise asset pricing
- Monitored corporate actions and tracked credit ratings from multiple agencies to assess potential impacts on portfolio performance
- Maintained robust quality assurance controls, ensuring timely execution of business procedures and adherence to policy guidelines
- A leading global provider of financial services
Financial Analyst
Xoriant
08.2019 - 06.2021
- Company Overview: A technology consulting and services company
- Conducted financial due diligence and risk assessments using SEC filings and regulatory data
- Built financial models for investment analysis, decision-making, and data integrity
- Analyzed financial statements, ratios, liquidity, and cash reconciliations for compliance
- Assessed credit ratings and ownership structures to evaluate financial risk
- Used KPI-driven analysis and corporate action reviews for strategic and audit insights
- A technology consulting and services company
- Played a key role in annual audits by preparing detailed schedules, supporting documentation, and assisting auditors throughout the process.
- Reduced financial risks by developing and implementing robust risk management policies.
- Streamlined financial reporting processes, significantly reducing time required for monthly close.
Education
MBA/PGDM - undefined
Guru Gobind Singh Indraprastha University (GGSIU)
Gurugram 08.2016 - 5 2019
B.B.A/ B.M.S - undefined
University of Delhi
Delhi 08.2013 - 5 2016
Skills
Advanced Excel
Alteryx
Business Intelligence
Data Visualization
Due Diligence
Financial modelling
Financial and KPI Analysis
Power BI
Process Automation
Quality Assurance
Risk Assessment
SQL
Stakeholder Management
Team player
Interpersonal skills
Accomplishments
- Star Award - twice in Xoriant Solutions
- Spot Award - In Citigroup
- Spot Award - in Macquarie
Certification
Financial Modelling for business analyst and consultants - Uddmy
Timeline
Executive
Macquarie
01.2022 - 04.2024
Senior Analyst
Citicorp Services India Pvt. Ltd.
06.2021 - 12.2021
Financial Analyst
Xoriant
08.2019 - 06.2021
MBA/PGDM - undefined
Guru Gobind Singh Indraprastha University (GGSIU)
08.2016 - 5 2019
B.B.A/ B.M.S - undefined
University of Delhi
08.2013 - 5 2016