Summary
Overview
Work History
Education
Skills
Certification
College Projects
Accomplishments
Timeline
Generic
Nipun Agarwal

Nipun Agarwal

Summary

Finance professional and CFA Level 3 candidate focused on continuous professional development. Demonstrates strong adaptability and work ethic, enabling effective independent performance and rapid learning. Proven interpersonal skills enhance collaboration and relationship building. Committed to leveraging technology for improved financial outcomes.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Analyst

BlackRock
01.2023 - Current
  • Evaluated financial instruments across fixed-income securities, equities, and derivatives for accurate valuations.
  • Conducted detailed bond analysis, validating structures like sinking funds and bullet bonds and those with embedded options.
  • Monitored NAV fluctuations, assessing cash flows and market movements on overall valuations.
  • Validated portfolio performance by identifying return calculation discrepancies and ensuring accuracy at asset level.
  • Managed fund onboarding processes while addressing Client queries and optimizing through automation.
  • Delivered accounting reports for over 400 institutional accounts, ensuring precise valuations and reconciliations.
  • Developed automated solutions utilizing VBA, saving over 300 hours in operational tasks.

Education

PGPM -

IBS
Gurgaon
01-2023

B. Com -

Shaheed Bhagat Singh (Evening)
Delhi
01-2020

Class XII -

Delhi Public School, Agra
Agra
01-2017

Skills

  • Python and SQL (Intermediate)
  • VBA, Excel, and PowerPoint (Advanced)
  • Financial modeling and valuation
  • Team collaboration
  • Complex problem solving
  • Process optimization
  • Critical thinking

Certification

  • CFA Level II Cleared – Jan 2025
  • Analytical Skills Course – CFA Institute, Nov 2024
  • CFA Level I Cleared – June 2024
  • Financial Modeling Course – CFA Institute, July 2024

College Projects

  • Ratio Analysis of Vodafone India (May 2022): Assessed financial health using key ratios like ROE, ROA, and debt-to-equity to evaluate performance.
  • Comparative Analysis of H&M vs. Forever 21 (May 2022): Studied pricing, branding, advertising, and consumer preferences to highlight strategic differences.

Accomplishments

  • Won the intra-college economics competition in 2022
  • Won PUBG Tournament organized by college (2020)
  • Represented school in district-level volleyball competitions
  • Received rewards and recognition from BlackRock for contributions and achievements

Timeline

Analyst

BlackRock
01.2023 - Current

PGPM -

IBS

B. Com -

Shaheed Bhagat Singh (Evening)

Class XII -

Delhi Public School, Agra

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Nipun Agarwal