Shivangi Rastogi
Delhi
Summary
As a seasoned financial analyst with over eight years of experience, I specialize in performance reporting, portfolio evaluation, market research, and analyzing the performance of various investment strategies and asset classes. My expertise extends across defined benefits and defined contribution plans, and I am well-versed in applying performance attribution models and benchmarking techniques. I am driven by precision in handling complex financial data, with a proven ability to deliver insightful performance reports that aid strategic decision-making. equipped with a strong foundation in finance and investment analytics, I am eager to apply my expertise to drive growth and value in investment-related roles.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Specialist
Mercer
Gurugram
01.2024 - Current
- Performed investment return calculation using various methodologies, including IRR, time-weighted, and modified Dietz, across defined benefit, defined contribution, and NFP pension plans.
- Prepared in-depth performance reports with detailed analytics using tools such as Investment Metrics, Excel, and the Bloomberg Terminal.
- Utilized attribution models to analyze portfolio performance, providing insights into factor attribution, security-level attribution, and sector-level attribution.
- Tailored benchmarks to client specifications, ensuring precise and relevant comparisons with market indices.
- Engaged in monthly and quarterly performance reviews with consultants, providing performance updates, sharing insights, and addressing client inquiries.
- Currently involved in manager searches using eVestments to identify suitable investment managers based on performance style and risk characteristics.
- Provided client with suitable fund options when current investments underperformed or when changes to investment lineups where necessary.
- Trained team members on best practices in performance reporting and the effective use of analytical tools, fostering a high level of team expertise.
Team Developer
Bank Of America
Gurugram
12.2019 - 01.2024
- Led the performance reporting and attribution team, ensuring the timely and accurate delivery of investment performance reports to clients, stakeholders, and management.
- Created customized, time-sensitive performance reports, including risk statistics, asset allocation, and reconciliation reports for clients.
- Translated complex investment data into actionable insights to guide decision-making.
- Prepared equity and fixed-income fund reports, detailing the fund's asset allocation, portfolio holdings, investment style, fees, and performance relative to its benchmark.
- Conducted an in-depth analysis of investment portfolios using tools such as FactSet, Morningstar Direct, or other tools to evaluate returns, risk, and attribution factors.
- Performed performance attribution analysis for multiple asset classes, including equities and fixed income, to assess portfolio performance drivers.
- Consolidated client holdings through Wealth Planner (an in-house tool), analyzing and preparing Portfolio Diagnostic Analyses based on current and proposed investment objectives.
- Analyzed fixed income portfolios, proactively providing ratings for corporate, municipal, and treasury bonds based on portfolio managers' requirements.
- Implemented and maintained performance measurement processes, ensuring data accuracy and consistency across all reporting.
- Conducted end-to-end training sessions for new hires, covering performance reporting, attribution methodologies, and internal tools.
Assistant Manager
HFI Wealth Creators Pvt Ltd
Delhi
03.2019 - 09.2019
Financial Planner
HFI Wealth Creators Pvt Ltd
Delhi
03.2017 - 03.2019
- Conducted initial interactions with prospects to explain the company's services and offerings, effectively communicating value propositions
- Led a team of 6 financial planners, overseeing client services and ensuring seamless operations
- Maintained strong relationships with clients, providing regular updates on financial changes and market conditions that could impact their portfolios
- Reviewed and ensured the accuracy of financial, retirement, and investment plans and regular reviews conducted by team members
- Monitored operational processes to ensure efficiency and alignment with company goals, always acting in the firm's best interests
- Enhanced customer service satisfaction by ensuring compliance with regulatory requirements and internal processes
- Defined and implemented service standards and guidelines, establishing benchmarks for excellent service delivery and driving revenue generation for the team
- Managed individual client portfolios, tailoring strategies to meet their specific financial goals and needs
Education
Masters of Business Administration -
International College of Financial Planning
01.2017
Bachelor Of Commerce -
Delhi University
01.2015
Skills
- Investment Metrics
- Bloomberg
- Ratio analysis
- Return Calculation
- Team leadership
- Training and development
- Critical thinking
- Quality assurance
- Presentation skills
- Ability to work under pressure
- Data accuracy
- Investment performance analysis
- Analytical tool proficiency
- Investment report preparation
Accomplishments
- Recognized with multiple medals (Gold, Silver, and Bronze) from the Line of Business at Bank of America.
- Spotlight Award from the Line of Business at Marsh Mclennan.
Certification
- NISM - Securities Operations and Risk Management
- NISM - Mutual Fund Distribution Examinations
Timeline
Senior Specialist
Mercer
01.2024 - Current
Team Developer
Bank Of America
12.2019 - 01.2024
Assistant Manager
HFI Wealth Creators Pvt Ltd
03.2019 - 09.2019
Financial Planner
HFI Wealth Creators Pvt Ltd
03.2017 - 03.2019
Masters of Business Administration -
International College of Financial Planning
Bachelor Of Commerce -
Delhi University
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