Summary
Overview
Work History
Education
Skills
Certification
Languages
Hobbies and Interests
Timeline
Generic

Sagarika Agarwal

Bangalore

Summary

Private Equity & Financial Data Analyst with over 2 years of experience in data governance, alternative investments, ESG integration, and investment research. Demonstrated expertise in Excel, SQL, Power BI , Snowflake & RCCA to automate workflows, resolve data discrepancies, and ensure regulatory compliance (SEC, SEBI, UK LLP, UNPRI). Certified CAIA and Bloomberg ESG professional, seeking to leverage skills in investment research, financial analysis, and data analytics to deliver actionable insights.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Probationary Officer

Federal Bank
03.2025 - 07.2025
  • Led and oversaw daily operations of clerks and associates, ensuring accuracy, compliance, and timely execution of data handling, reporting, and documentation processes.
  • Audited 200+ monthly transactions in Finacle; ensured 100% RBI-aligned accuracy and audit readiness.
  • Flagged 20+ AML anomalies through pattern analysis, helping strengthen risk checks and due diligence.
  • Built CX-driven BI dashboards-enabled 15% drop in risk exposure and better lead targeting.
  • Managed end-to-end liquidity and risk profiling for gold loans and vault assets, ensuring regulatory compliance.
  • Partnered with credit teams to forecast cash flows, assess business loan viability, and support sanctioning decisions.
  • Translated open-ended lending needs into structured financial insights for internal stakeholders.
  • Completed reports on behalf of court and associated legal entities.

Associate - Data Control (Fund Managers) - Private Capital

Preqin - A part of Blackrock
06.2023 - 03.2025
  • Built and maintained Power BI dashboards and Excel reports to monitor fund managers, ESG and fund data completeness, timeliness, and quality.
  • Delivered stakeholder-ready datasets for 1000+ fund managers and PE/VC firms, working closely with global data teams.
  • Improved workflows and data accuracy by 47% by collaborating with Web mon and Content teams and resolving flagged data inaccuracies via Jira and SharePoint.
  • Conducted investment research using regulatory filings (SEC IAPD, UNPRI, UK LLP), fund prospectuses, and web sources to maintain 100% accurate fund data in Snowflake/SQL databases.
  • Performed RCCA analysis to investigate recurring data discrepancies, implementing process-level corrections and improving data integrity.
  • Automated data validation workflows using Power BI dashboards and excel, reducing reporting latency by 30% and communicating KPI analysis with stakeholders.
  • Evaluation, analysis and collection of fundamental data from Cashflow, Balance sheet and Income statements of global investment companies, for the investors as per the company norms.

Tax Intern - Global Delivery Services

EY (Ernst and Young)
12.2021 - 06.2022
  • Prepared IFRS-compliant financial statements for 15+ Norwegian entities, performing detailed analysis of deferred tax assets/liabilities (Utsatt Skatt) and tax payable (Betalbare Skatt).
  • Executed secondary research on Norwegian tax regulations to accurately file corporate returns, reducing client query resolution time by 20% through precise data reconciliation and discrepancy resolution.
  • Collaborated with global onshore teams to analyze financial discrepancies, and improve reporting accuracy.
  • Documented tax workflows and helped onboard 2 new interns, ensuring knowledge transfer and process continuity.

Education

M.Com - International Finance

Christ University
Bangalore, Karnataka
05.2023

B.Com Honours - Accounting & Taxation

The IIS University
Jaipur, Rajasthan
05.2020

Skills

  • Power BI
  • SQL
  • Bloomberg
  • MS office
  • SharePoint
  • Finacle
  • Jira
  • Private equity
  • Hedge Funds
  • Alternative Finances
  • Company Deals
  • AML
  • Regulatory filings
  • ESG framework
  • Data lineage
  • Pitchbooks
  • Sector Reports
  • Market Research
  • Financial Benchmarking
  • IPO Performance
  • RCA
  • Jira ticketing
  • Dashboard development
  • SLA Framework
  • Workflow automation
  • Cross-functional collaboration
  • Problem-solving
  • Stakeholder management
  • Adaptability

Certification

  • Bloomberg ESG Certification
  • Bloomberg Market Concepts
  • Accounting Fundamentals
  • CAIA Certification - The Chartered Alternative Investment Analyst Association Certification

Languages

English
Hindi

Hobbies and Interests

  • Learning coding languages
  • Reading
  • Solving puzzles

Timeline

Probationary Officer

Federal Bank
03.2025 - 07.2025

Associate - Data Control (Fund Managers) - Private Capital

Preqin - A part of Blackrock
06.2023 - 03.2025

Tax Intern - Global Delivery Services

EY (Ernst and Young)
12.2021 - 06.2022

M.Com - International Finance

Christ University

B.Com Honours - Accounting & Taxation

The IIS University

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Sagarika Agarwal