Arushi Bansal
Financial Analyst
Gurgaon
Summary
Highly analytical and results-oriented Financial Analyst with 1 year + of experience in financial analysis. Leveraging proficiency in quantitative analysis, meticulously validate financial data and conduct thorough performance evaluations, driving decision-making efficiency. . Strong communication skills to translate complex financial information into actionable insights for senior management. .
Overview
2
2
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
Work History
Financial Analyst
Blackrock
Gurgaon
01.2023 - Current
- Complex Portfolio calculations and NAV calculations ensuring quality standards and all portfolio billed with respect
- Analyzed & reconciled accrual accounts to identify trends and create revenue, expense forecasts and financial planning.
- Implemented fee tier structures for calculating management & performance fees, ensuring accurate revenue recognition based on NAV for investment portfolios.
- Analyzed trade, position report and cash flow statement for investment portfolios, ensuring proper accounting for mid-period inception & termination.
- Engaged with stakeholders to proactively address their concerns regarding portfolio AUM and fee ensuring client satisfaction and experience.
- Interpreted investment management agreements to identify potential risks and ensure client portfolios were managed within agreed-upon parameters.
- Presented deck for Bi weekly and monthly governance calls with clients and internal leadership teams resulted in 20% increase in decision-making efficiency.
- Demonstrating proficiency in extracting insights from large datasets using SQL queries for business intelligence and reporting purpose
from various relational databases such as Aladdin Data Studio, SQL Server, etc.
Intern
Homosphere
02.2022 - 06.2022
- Analyzed financial data and market trends to understand performance of insurance sector.
- Analyzed insurance sector using fundamental and technical analysis using ratio analysis , income statement, balance sheet and cash flow statements.
- Ranked all 5 companies on basis of which company is best to worst for investing.
Education
MBA - Finance
ICFAI Business School
Gurgaon 04.2021 - 02.2023
BBA - Finance
Maharishi Dayanand University
Rohtak 04.2018 - 09.2021
Skills
Power BI
Investment and Data Analysis
Strategic & Critical thinking
Attention to detail
Stakeholder Engagement
MS office
Power BI
Certification
• Financial statement analysis and reporting, NPTEL
Timeline
Financial modelling and analysis, Up Grad
04-2024
Financial Analyst
Blackrock
01.2023 - Current
Intern
Homosphere
02.2022 - 06.2022
MBA - Finance
ICFAI Business School
04.2021 - 02.2023
BBA - Finance
Maharishi Dayanand University
04.2018 - 09.2021