Harshvardhan Agarwal
Summary
Wealth investment solutions associate at Wells Fargo with expertise in financial analysis and trend forecasting. Skilled in developing data-driven insights and visualizations that enhance report presentations. Automated workflows to increase efficiency and foster collaboration across teams. Committed to delivering impactful investment strategies and market insights.
Overview
5
5
years of professional experience
Work History
Wealth Investment Solutions Associate
Wells Fargo
Bangalore
03.2025 - Current
- Produced daily market insights reports before the US market opens including Bond Commentary and Premarket commentary by analyzing key macroeconomic and market indicators.
- Provided data-backed responses to financial advisors, addressing market queries and delivering deeper insights on macro trends and asset classes.
- Collaborated with Macro, Equity Strategy, and Digital Assets teams to support research, thematic analysis, and investment strategy development.
- Designed data-driven visualisations and charts to enhance storytelling in research reports, with selected outputs featured on digital and social media platforms.
- Automated repetitive workflows using AI tools (Copilot) and Power Automate, improving efficiency and reducing manual effort in research processes.
Research Analyst
Nevaeh Technology Pvt Ltd.
Kolkata
09.2024 - 12.2025
- Well-versed with Bloomberg Terminal, utilizing real-time data to gather insights and predict future trends.
- Conducting research using brokers' reports, earnings call transcripts, coverage reports and sector's research reports.
- Working closely with team members to align financial models with strategic goals and data interpretation.
Financial Analyst Intern
PredictRAM
06.2023 - 07.2023
- Built financial models to project future company performance and assess investment opportunities.
- Tracked and analyzed market trends, sector performance, and macroeconomic factors affecting equities.
- Conducted in-depth research and analysis of publicly listed companies across various sectors.
Accountant (Part-time)
Equidiversity Foundation
10.2021 - 04.2023
- Maintained accurate accounting records for grants, donations, and ensuring compliance with donor regulations.
- Prepared monthly financial reports and analysis, identifying spending trends and potential cost optimization areas.
- Maintained financial books of the organization with annual budget of 40 Lakhs with the funder's requirement.
- Developed an inventory and accounting framework from scratch, collaborating with team members for data maintenance.
- Conducted field visits to Purulia and South 24 Parganas, and facilitated Hindi language lessons for team members to enhance communication and collaboration.
Education
CFA - All Levels Cleared
CFA Institute
08-2024
Bachelors in Management Studies (Hons) -
St. Xavier's College (Autonomous)
Kolkata06-2023
Class XII - ISC
M.C. Kejriwal Vidyapeeth
Howrah03-2020
Class X - ICSE
Sunrise (Eng. Med) School
Howrah03-2018
Skills
- Financial Analysis
- Market Analysis
- Bloomberg Terminal
- Trend forecasting
- Report Writing & Presentation
- MS Office
- AI
- Quick learner
Accomplishments
- Secured 2nd position in ‘Mock Stock’ held by AIESEC Leadership Conclave, held in 12/2022.
Timeline
Wealth Investment Solutions Associate
Wells Fargo
03.2025 - Current
Research Analyst
Nevaeh Technology Pvt Ltd.
09.2024 - 12.2025
Financial Analyst Intern
PredictRAM
06.2023 - 07.2023
Accountant (Part-time)
Equidiversity Foundation
10.2021 - 04.2023
CFA - All Levels Cleared
CFA Institute
Bachelors in Management Studies (Hons) -
St. Xavier's College (Autonomous)
Class XII - ISC
M.C. Kejriwal Vidyapeeth
Class X - ICSE
Sunrise (Eng. Med) School