Testimonials

  • Pinned
    It was great talking to adarsh, came to know a lot of different things and a new perspective. Helped a lot!
    Akhil Janghu
  • Pinned
    Absolutely fantastic guy. Folks if you belong to finance/accounting background and want to get into investment banking , look no further. Adarsh is your guy. He'll guide you from fine tuning your CV to be more visible to recruiters to getting more interview calls until you're placed at your dream company. Highly resourceful and I'm happy to have him guide me on my journey.
    Ananthkumar Navada
  • Pinned
    He is a very knowledgeable, kind, helpful and friendly. Worth talking and seeking guidance
    Juhi

Services

Priority DM . a day reply
5

Have a question?

Ask me anything? Will try my best to help you out!
50
Popular
Video meeting . 30 mins

Small catch up!

Let's catch up!
299499
Video meeting . 10 mins
5

One quick question

Ask me a quick question regarding anything!
149249
Video meeting . 60 mins
5
5991,199
Popular

Ratings and feedback

5/5
7 ratings
7
Testimonials

About me

I'm dedicated to the work of CWM workflow, where I take the lead in establishing best practices, optimizing processes, and rigorously examining current constructions. My daily tasks include finalizing performance reports and swiftly resolving exceptions. With expertise in outlier analysis and process enhancement within the performance and composite spaces, I also play a crucial role in cyclical reporting, issue resolution, and providing front-office support. Moreover, I actively contribute to business requirement development, testing, and documentation for the various strategic projects undertaken by PAG. Earlier in my career I worked as a Financial Analyst at Northern Trust, I am part of the Investment Risk and Analytical service department. I audit the portfolio's contribution and attribution performance for different asset classes. Alongside my team, I create comprehensive reports that enable investment managers to curate investment decisions based on the portfolio's past performance. We adhere to GIPS guidelines in presenting portfolio performance reports, ensuring accuracy and consistency. I have a BCom degree in Marketing from Symbiosis College of Arts & Commerce, and a certification in Implementing Data Models and Reports with Microsoft SQL Server from Udemy. I have strong analytical skills, accounting knowledge, and Excel proficiency. I am a versatile and hard-working analyst who strives to increase the company's revenue and meet its critical deadlines. I am motivated by challenging and rewarding opportunities that allow me to contribute to the success of the team and the organization.