Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Arushi Bansal

Gurgaon

Summary

Dedicated, industrious and results-oriented Analyst with 1+ years of experience in financial analysis. Leveraging proficiency in quantitative analysis, validating financial data and conduct thorough performance evaluations, driving decision-making efficiency. Strong communication skills to translate complex financial information into actionable insights for senior management.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Financial Analyst

Blackrock
01.2023 - Current
  • Complex portfolio and NAV calculations ensuring quality standards and all portfolio billed with accuracy
  • Analyzed and reconciled accrual accounts to identify trends and create revenue, expense forecasts and financial planning
  • Implemented fee tier structures for calculating management and performance fees, ensuring accurate revenue recognition based on NAV for investment portfolios
  • Analyzed trade, position report and cash flow statement for investment portfolios, ensuring proper accounting for mid-period inception and termination
  • Engaged with stakeholders to proactively address their concerns regarding portfolio AUM and fee ensuring client satisfaction and experience
  • Interpreted investment management agreements to identify potential risks and ensure client portfolios were managed within agreed-upon parameters
  • Presented deck for Bi weekly and monthly governance calls with clients and internal leadership teams resulted in 20% increase in decision-making efficiency.

Intern

Homosphere
02.2022 - Current
  • Analyzed financial data and market trends to understand performance of insurance sector
  • Analyzed insurance sector using fundamental and technical analysis using ratio analysis, income statement, balance sheet and cash flow statements
  • Ranked 5 insurance companies on basis of which company is best to least for investing.

Education

MBA - Finance

ICFAI Business School
Gurgaon
02.2023

BBA -

Maharishi Dayanand University
Rohtak
09.2021

Skills

  • Financial modelling
  • Financial statement analysis
  • Strategic and critical thinking
  • Attention to detail
  • Stakeholder management
  • MS office
  • Power BI
  • Investment and data analysis

Accomplishments

  • Lowered company costs by 5% through accurate budgeting and process improvement.
  • Received 2 times shout -outs for effectively presenting and completing tasks.


Certification

  • Financial statement analysis and reporting, NPTEL
  • Financial modelling and analysis, PWC & Up Grad

Timeline

Financial Analyst

Blackrock
01.2023 - Current

Intern

Homosphere
02.2022 - Current

MBA - Finance

ICFAI Business School

BBA -

Maharishi Dayanand University

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Arushi Bansal