Shivangi Agrawal
Surat
Summary
Analytical Financial Research Specialist and Detail-oriented Research Professional with over 3 years of experience in private market. Experienced in collecting, analyzing, and reporting on fund and portfolio company financial metrics of Private Equity and Venture Capital. Worked on multiple database and gathered information according to current market needs and client requirements. Adept at collaborating with cross-functional teams and effectively communicating insights to stakeholders.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Product Analyst - II
Perfios Software Solutions
06.2023 - Current
- Identified and analyzed features according to clients needs, business goals, and market trends.
- Ensured tasks were implemented in a timely and accurate manner, displaying high efficiency.
- Assisted in prioritizing and addressing customer needs by utilizing research, feedback, and effective communication channels.
- Managed backlogs, defined tasks, and facilitated sprint planning.
- Collaborated with various departments including sales, engineering, design, marketing, and customer success teams to effectively communicate business technology requirements
- Executed user testing activities to evaluate new features and improve user experiences
- Participated in Agile ceremonies, consistently communicating progress, issues, and risks
- Managed product development process from ideation to launch using research and reference materials
Senior Research Associate
Morningstar India Pvt. Ltd.
05.2021 - 06.2023
- Collected and evaluated financial data from diverse secondary sources.
- Conducted research on Merger & Acquisitions, Private Equity, Venture Funding, Accelerator/Incubator, and Seed Round.
- Quality Assurance of the data
- Worked on various public sources of several countries such as USA, Europe, and Asia
- Researched on Early-Stage Start-up project as per client request
- Providing Floor support, training to new joiners.
Financial Analyst
Future General India Life Insurance Co., Ltd.
04.2020 - 07.2020
- Analyzed and consolidated data from different sources to evaluate the market needs
- Complete research, compiled data and assisted in timely reporting
- Understanding of company and its product Verticals
- Conducted detailed research on competitor analysis, SWOT analysis.
Education
PGDM - Finance -
Institute For Future Education, Entrepreneurship And Leadership
01.2021
Bachelor of Commerce -
D.R. Patel & R.B. Patel Commerce College, VNSGU
01.2019
Skills
- Data Research
- Networking
- MS-Office
- MS-Excel
- Data Mapping
- SQL
- Product Management
- Jira
- Project Management
Pgdm project
Global Citizen Leadership, Worked on social project 'Absenteeism in PARLE LTD.' Under the program 'Global Citizen Leader' (GCL) conducted by 'Centre for Creative Leadership' (CCL)-USA (November 2019).
Certification
- Business Analyst
- SQL
- Financial Modelling
- Digital Skill: User Experience
- Lean Six Sigma White Belt
- Project Management Essentials
Honorsandawards
- Spot Award for best performance (Feb 2022)
- Star of the Quarter Award (Q2 2022)
Languages
- English
- Hindi
Timeline
Product Analyst - II
Perfios Software Solutions
06.2023 - Current
Senior Research Associate
Morningstar India Pvt. Ltd.
05.2021 - 06.2023
Financial Analyst
Future General India Life Insurance Co., Ltd.
04.2020 - 07.2020
PGDM - Finance -
Institute For Future Education, Entrepreneurship And Leadership
Bachelor of Commerce -
D.R. Patel & R.B. Patel Commerce College, VNSGU
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