Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

NIDHI ROGHA

Financial Analyst
Bengaluru

Summary

Finance professional with experience in private equity research, investment operations, and investment compliance. Skilled in investor data research, strategy and fund-level research, fund valuation, NAV validation, FX exposure analysis, hedge management and trade lifecycle processes. Recognized by Goldman Sachs for delivering accurate and timely fund reviews, hedge adjustments and operational support. Strong expertise in alternative investments, portfolio analytics, financial analysis, and stakeholder management, with a proven ability to deliver high-quality insights and results in fast-paced financial environments.

Overview

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3
3
years of professional experience

Work History

Investment Research Analyst

Gain.Pro Research India Private Limited
10.2025 - Current
  • GP Profiling & Fund Research: Conduct in-depth research on 42+ General Partner (GP) profiles monthly, analyzing investment strategies, fund structures, portfolio companies and key investment characteristics across private market funds.
  • Fund Data Management: Build and maintain comprehensive investor and fund profiles by ensuring the accuracy, completeness, and integrity of private market investment data on the proprietary platform.
  • Data Validation & Quality Control: Review and validate 10+ investor profiles monthly across strategy, fund, and portfolio levels to ensure compliance with internal quality standards and data governance requirements.
  • Asset Mapping & Reconciliation: Complete 92–100 asset-fund link validations per investor, reconciling asset-to-strategy relationships, validating linking logic, and resolving complex data discrepancies.
  • Issue Resolution & Risk Analysis: Investigate and resolve data exceptions, identify inconsistencies in fund information and recommend corrective actions to maintain data accuracy and operational efficiency.
  • Cross-Functional Stakeholder Management: Manage and execute 8+ investor profile requests daily from cross-functional teams, coordinating updates, creating new strategies, and ensuring timely delivery of accurate fund information.
  • Process Improvement: Support continuous enhancement of data management workflows by identifying process gaps and contributing to improvements that increase efficiency, accuracy and scalability.
  • Market Intelligence & Regulatory Monitoring: Evaluate and process close to 100 investor-related news requests weekly, monitoring industry developments and updating investor profiles with relevant fund, portfolio, and organizational information.
  • Operational Excellence: Adhere to established SOPs and quality control procedures while consistently meeting turnaround times and maintaining high standards of data accuracy.

Analyst

Acuity Knowledge Partners
06.2024 - 10.2025
  • Client Recognition: Commended by major client, Goldman Sachs, for consistently delivering highly accurate, timely Private FX fund reviews and precise hedge adjustments.
  • NAV Calculation & Validation: Calculated and validated Net Asset Values (NAVs) for private equity funds by analyzing capital statements, capital call notices, and distribution notices; investigated discrepancies between PE Analyzer and FX Dashboard values to ensure accurate fund valuation and reporting.
  • Hedge Management & Risk Control: Executed hedge adjustments for over-hedged and under-hedged funds by analyzing EUR and GBP exposure levels, ensuring adherence to fund mandates and minimizing portfolio exposure risk.
  • Compliance Management: Recognized by leadership for independently handling complex in-kind distribution reviews and securities sales through Order Planner while upholding flawless compliance records.
  • FX & Hedging Operations: Conducted in-depth Private Foreign Exchange (PFX) Fund Reviews to accurately calculate EUR and GBP currency exposures.
  • Distribution Execution: Performed In-Kind Distribution Reviews and executed related securities sales via the Order Planner platform in strict compliance with client mandates.
  • Data Reconciliation & Exception Management: Performed detailed reviews of fund data, exposure calculations, and investment records; investigated and resolved discrepancies between internal systems and underlying fund documentation to ensure accuracy and reporting integrity.
  • Stakeholder Communication: Communicated daily with international clients, providing real-time project updates and resolving inquiries with clarity and professionalism to maintain high satisfaction.

Indirect Taxation Intern

Nangla & CO. LLP
04.2023 - 07.2023
  • Credit Verification: Verified Input Tax Credit (ITC) eligibility under Section 16(4) and Section 17(5) of the GST Act, significantly mitigating financial risk regarding indirect tax liabilities.
  • Credit Verification: Verified Input Tax Credit (ITC) eligibility under Section 16(4) and Section 17(5) of GST Act, mitigating financial risk associated with indirect tax liabilities.
  • Regulatory Filing: Entered transactional and compliance data into GST Portal, ensuring timely regulatory filings and supporting internal audit procedures.
  • Financial Reporting: Prepared Excel-based analytical reports assessing ITC claims on taxable goods and services, improving accuracy in indirect tax reporting.

Education

PGDM in Finance - Finance

Kirloskar Institute of Management
Pune, India
04.2001 -

Bachelor of Commerce - B. Com

Amity Business School, Amity University Rajasthan
Jaipur, India
06-2021

Skills

Trade operations management

Currency exposure management

Financial reporting compliance

Microsoft Office Suite

Private equity research

Clear communication

Research and due diligence

Investment strategies

Productivity Suite: Microsoft Office Suite (Advanced Excel, Outlook, PowerPoint, Word)

Accomplishments

Gold Medalist, B.Com (Hons.), Amity University Rajasthan, for exceptional academic achievement.

Timeline

Investment Research Analyst

Gain.Pro Research India Private Limited
10.2025 - Current

Analyst

Acuity Knowledge Partners
06.2024 - 10.2025

Indirect Taxation Intern

Nangla & CO. LLP
04.2023 - 07.2023

PGDM in Finance - Finance

Kirloskar Institute of Management
04.2001 -

Bachelor of Commerce - B. Com

Amity Business School, Amity University Rajasthan
NIDHI ROGHAFinancial Analyst