Summary
Overview
Work History
Education
Skills
Languages
Hobbies and Interests
Projects
Disclaimer
Personal Information
Subject Knowledge
Websites
Languages
Certification
Accomplishments
Timeline
Generic

Arpit Ray Mohapatra

Hyderabad

Summary

Resourceful Financial Analyst with progressive financial industry experience across auditing, financial controls, budgeting, accounting and tax specialties. Strong leader with excellent motivation and communication skills to build and manage high-performing teams.

Experienced Financial Analyst with a background in managing and interpreting financial data to support business decision-making. Strong skills in budgeting, forecasting, and financial modeling paired with the ability to communicate complex financial concepts clearly. Notable impact made on previous work through identifying cost-saving opportunities and enhancing operational efficiency.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Summer Intern

ICICI BANK
02.2022 - 07.2025
  • Learning about banking operations.
  • Handling Daily Branch Operations.
  • Visiting customers and cross-selling products.
  • Understanding the Catchment Area..
  • Understanding the various products and learning about the sales pitch.

Financial Advisor

FactSet
Hyderabad
08.2022 - Current
  • Proficiency in the understanding of the FactSet Workstation, Complex FactSet Excel add-in syntax, and CRM tools, such as Salesforce.
  • Adherence to SOPs in providing solutions to clients, and follow-up work to ensure the highest level of client satisfaction.
  • Acting as the first point of contact between clients and other FactSet teams, such as the Accounts Team, Tech, Product, content, and several other internal teams.
  • Keeping up with product enhancements, changes in the products and features, and the inclusion of new applications; advanced research across several FactSet databases to solve complex client queries in a unique and creative manner.
  • Advanced research across several FactSet databases to solve complex client queries in a unique and creative manner.

Education

Post-Graduation - Finance

Utkal University
Bhubaneswar, Odisha
01.2020

B. Com -

Bhadrak Autonomous College
Bhadrak
01.2018

Intermediate -

ODM Public School
Bhubaneswar
01.2015

10th -

Durga Prasad Saraf Vidyapeeth
Bhadrak
01.2013

Skills

  • Accounting
  • Fund accounting
  • Data analysis
  • Income reconciliation
  • Hedge fund reconciliation
  • Financial markets
  • Private equity fund concepts
  • NAV calculation
  • Investor cash flow
  • Waterfall provisions
  • Investment strategies
  • Investment reconciliation
  • presentation preparation
  • Computer adaptability
  • FactSet workstation
  • Complex FactSet Excel

Languages

  • English
  • Hindi
  • Odia

Hobbies and Interests

  • Photography
  • Videography
  • Daily analysis of information published in Economic newspapers, markets etc.

Projects

Investor’s Perception on Dematerialisation Services in India: A Study in The City of Bhubaneswar Dematerialisation: A Conceptual Discussion Advantages and Disadvantages of Dematerialisation Study on Depositories Services Provided by Depositories Re materialisation Overview of NSDL and CDSL Survey On the Perception of Investors Interpretations Findings Based on The Survey Suggestions Regarding Improving the Perception of Investors

Disclaimer

I hereby declare that all the information stated here is true to the best of my knowledge and behalf.

Personal Information

Date of Birth: 02/27/97

Subject Knowledge

  • Thorough knowledge of accounting.
  • Good grip on end-to-end fund accounting.
  • Good knowledge on interpretation and analysis of quantitative and qualitative data.
  • Learned the concepts of Income Reconciliation, Hedge Fund Reconciliation, Financial Markets and their types.
  • Strong proficiency on Private equity fund concepts like master/feeder funds, onshore/offshore funds, Calculation of NAV, Investor cashflow, waterfall provisions.
  • Thorough knowledge on investor decisions, investment strategies, investment reconciliation, calculations of realised/unrealised gains and losses and life cycle of the funds.
  • Strong knowledge on Derivatives like Forwards, Futures and Options.
  • Good understanding of corporate decision making and actions and their impact on stock prices.

Languages

Odia
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2

Certification

NISM Mutual Fund Certification (5A)

Accomplishments

  • Blue Ribbon Award – FactSet (March 2025)
    Recognized for outstanding performance in client support, achieving top-tier metrics and contributing to exceptional service quality.

Timeline

Financial Advisor

FactSet
08.2022 - Current

Summer Intern

ICICI BANK
02.2022 - 07.2025

Post-Graduation - Finance

Utkal University

B. Com -

Bhadrak Autonomous College

Intermediate -

ODM Public School

10th -

Durga Prasad Saraf Vidyapeeth
Arpit Ray Mohapatra