DEEPIKA AGRAWAL
Associate
Gurgaon
Summary
A proactive and adaptable professional with a strong focus on technology, innovation and continuous improvement. Skilled in identifying opportunities, implementing effective solutions and leveraging technology to enhance productivity. Possesses strong project management, problem-solving and communication skills, with the ability to manage competing priorities, collaborate across teams and deliver quality outcomes in dynamic environments.
Overview
3
3
Language
1
1
Certification
8
8
years of professional experience
Work History
Associate Team Lead
BLACKROCK
08.2023 - Current
- Contributed to global data management initiatives, enhancing data accuracy, consistency, and standardization across the organization.
- Collaborated with cross-functional teams and senior stakeholders to align business requirements with strategic initiatives and drive technology enhancements.
- Working closely with Product and Engineering teams on data-related initiatives, system enhancements and business solutions.
- Supported data governance and quality management, ensuring integrity of data across multiple business platforms.
- Identifying data discrepancies and coordinating with relevant stakeholders to drive resolution and maintain data reliability.
- Contributing to the development and enhancement of standardized practices to improve operational efficiency and data management capabilities.
Associate Team Lead
BLACKROCK (formerly Colmore)
01.2023 - 12.2025
- Enhanced service delivery and support for private markets and alternative asset portfolios by managing institutional client relationships.
- Oversaw client servicing and onboarding activities, coordinating effectively with General Partners and internal stakeholders to streamline processes.
- Streamlined client servicing and onboarding activities by effectively coordinating with General Partners and internal stakeholders.
- Managed financial documentation and reporting requirements, resolving client queries promptly to ensure timely coordination on outstanding matters.
- Worked closely with external stakeholders to address discrepancies, documentation gaps and reporting-related queries.
- Led and developed the Client Support team, growing its strength from 3 to 12 members while overseeing team performance, resource allocation and daily operations.
- Contributed to data transition and business alignment during integration into BlackRock, ensuring operational continuity.
Senior Analyst
GOLDMAN SACHS
01.2020 - 01.2023
- Coordinated with external counterparties, including Northern Trust, JPMorgan and Wells Fargo, to investigate and resolve discrepancies, improving reconciliation accuracy across financial records.
- Supported financial reporting activities, including cost valuation and realized gains and losses reporting, contributing to informed investment decisions.
- Monitored corporate actions, including mergers, stock splits and cash dividends, ensuring accurate recording and timely processing to uphold compliance.
- Monitored corporate actions, including mergers, stock splits and cash dividends, ensuring accurate recording and timely processing.
- Monitored corporate actions, including mergers, stock splits and cash dividends, ensuring accurate recording and timely processing to maintain compliance standards.
- Coordinated audit requirements, prepared supporting documentation, and addressed external audit queries from PwC and EY to facilitate smooth audit processes.
- Analyzed complex datasets to identify trends, variances, and process improvement opportunities.
- Developed executive reports that supported strategic planning and operational decision-making.
Analyst
AXA BUSINESS SERVICES
05.2016 - 06.2017
- Executed monthly accounting and reporting for US portfolios under IFRS and US GAAP, ensuring compliance and accuracy in financial statements.
- Managed fixed-income accruals and supported periodic valuation and impairment activities.
- Managed fixed-income accruals while supporting valuation and impairment activities to maintain accurate asset valuations.
- Collaborated with internal stakeholders to secure valuation approvals, improving accuracy and timeliness of financial reporting.
- Assisted in migrating Investment Accounting and Reporting activities from Jersey City to Bengaluru, streamlining processes and resource allocation.
Market Research Trainee
SMC Global Services
04.2015 - 05.2015
- Conducted market research and analysed stock market indicators, providing actionable recommendations for clients.
- Analyzed datasets using Excel and statistical tools to identify trends and inconsistencies.
- Collected and organized research data for senior analysts, ensuring accuracy and reliability across project files.
- Reviewed industry reports and literature to enhance research summaries and inform decision-making.
- Analyzed datasets using Excel and statistical tools to uncover trends and highlight inconsistencies.
Education
Bachelor of Commerce - Finance & Investment
Christ University
Bengaluru01-2016
Certification - Import Export Management
Indian Institute of Import and Export Management (IIIEM)
Mumbai09-2018
Post Graduate Certificate - Entrepreneurship Development
XLRI
Jamshedpur03-2018
Skills
Data Governance
Client management
Portfolio management
Investment Accounting
Microsoft Excel
Financial Analysis
Business Integration
Stakeholder Management
Alternative Assets
Accomplishments
- Client & Leadership Recognition: Received appreciation from senior leadership and multiple institutional clients for delivering prompt resolutions, responsive service and effective handling of complex client queries.
- Client Service Innovation: Developed a consolidated activity-tracking solution bringing updates from multiple teams onto a single platform, improving transparency, coordination and real-time visibility for clients on reporting activities.
- Senior Leadership Presentation: Presented and demonstrated a newly developed operating framework to BlackRock senior leadership, including a Senior Managing Director and the Chief Operating Officer, highlighting its functionality and business value.
- International Recognition: Recognised in the Guinness World Records and Limca Book of Records for participating in 48 hours of non-stop dancing.
Certification
Certification in Import Export Management
ADDITIONAL TRAINING
- Legal Dimensions of Marketing – Christ University
- Writing Skills – Christ University
Timeline
Associate Team Lead
BLACKROCK
08.2023 - Current
Associate Team Lead
BLACKROCK (formerly Colmore)
01.2023 - 12.2025
Senior Analyst
GOLDMAN SACHS
01.2020 - 01.2023
Analyst
AXA BUSINESS SERVICES
05.2016 - 06.2017
Market Research Trainee
SMC Global Services
04.2015 - 05.2015
Post Graduate Certificate - Entrepreneurship Development
XLRI
Certification - Import Export Management
Indian Institute of Import and Export Management (IIIEM)
Bachelor of Commerce - Finance & Investment
Christ University