Nipun Agarwal
Summary
Finance professional with completed all CFA levels, dedicated to ongoing growth and development. Strong adaptability and work ethic demonstrated through independent performance and quick learning. Proven ability to foster collaboration and build relationships using effective interpersonal skills. Committed to leveraging technology for enhanced efficiency and improved financial results.
Overview
3
3
years of professional experience
5
5
Certifications
Work History
ANALYST
Blackrock
07.2023 - Current
- Drafted upgrade and downgrade commentaries from a credit perspective across multiple sectors for insurance and banking clients.
- Handled RFPs, DDQs, and PBBD requests from stakeholders and current/prospective clients.
- Analyzed macroeconomic trends impacting securitized, corporate, and structured credit products such as ABS, MBS, CLOs, and private credit.
- Worked on private credit and direct lending deals in real estate projects, including interest-only refinancing structures.
- Constructed fixed income portfolios using metrics such as duration, cash flow, convexity, and WAL to optimize book yield and total return mandates.
- Prepared credit market outlook reports by synthesizing insights from internal research sources.
- Conducted ratio analysis across industries from a credit standpoint and developed Excel-based models to support evaluations.
- Performed financial statement analysis to assess corporate financial health using valuation metrics and industry-specific ratios.
- Prepared client presentations on portfolio performance and macroeconomic outlooks, incorporating views on watchlist names with potential credit concerns.
INTERN
BlackRock
01.2023 - 06.2023
- Evaluated financial instruments across fixed-income securities, equities, and derivatives for accurate valuations.
- 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.
- Developed automated solutions utilizing VBA, saving over 300 hours in operational tasks.
Education
PGPM -
IBS
Gurgaon12.2023
B. Com -
Shaheed Bhagat Singh (Evening)
Delhi12.2020
Class XII -
Delhi Public School, Agra
Agra12.2017
Skills
- Python and SQL
- VBA and Excel
- Financial modeling and valuation
- Team collaboration
- Process optimization
- Critical thinking
- Credit and macro analysis
- Portfolio construction and management
Certification
CFA Level III Cleared - Nov 2025
Awards
- Star of the Quarter Award (Q1), BlackRock, 2025
- Rewards and Recognition, BlackRock, 2024
- Intra-College Economics Competition, 2022
- PUBG Tournament, 2019
- District-Level Volleyball Competitions, 2016
Timeline
ANALYST
Blackrock
07.2023 - Current
INTERN
BlackRock
01.2023 - 06.2023
PGPM -
IBS
B. Com -
Shaheed Bhagat Singh (Evening)
Class XII -
Delhi Public School, Agra