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Data Financial Analyst

Noida, Uttar Pradesh, India
January 30, 2019

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Contact No.: 987*******,797-***-****


PGP-BABI Academic ePortfolio:

Professional Summary

6.5 years of experience in GD Consulting of Portfolio Risk Analytics, Financial Services and Asset Management.

Experienced in data visualization with Tableau and data analysis techniques like Regressions Analysis for decision making, Decision trees, Factor Analysis & PCA, Clustering, Random Forest, Neural Network, Machine learning etc..


Capstone Project : Twitter Sentiments and Stock Market Returns NIFTY50

Objective : To identifying the opinion expressed in text for Index NIFTY50 using machine learning and forecasting future trend based on previous days sentiments.

Dataset: From Twitter API

Models : Regration, TimeSeries, Random Forest & ANN

Tools : R, Python & Excel

Hackathon: Organized by Great learning and WNS

Topic : Pushpak Vimana Airlines : How well customers are satisfied with airline services.

Models : Random Forest (on Test and Train dataset)

Tools : R, Pyhon and Knime

Other projects :

Performed Brand perception analysis using text mining on twitter data:

Brand perception of a multi-national organization was analyzed by extracting Twitter mentions for the brand and conducting text mining (Correlation, Frequency, Topic Modelling, Sentiment Analysis) on it..

Tools & implementations: R & Excel, Text Mining, Social Media Analytics, Sentiment Analysis

Visualizing Art House sales data using Tableau : This project explored the art of problem-solving with the aid of visual analytics. Tableau’s data visualization tools were used to create interactive dashboards to uncover hidden insights to identify the performance of an Art Auction House in terms of profitability and sales.

Tools & implementations: Tableau, Data Visualization, dashboard, data analysis

Built a supervised model to cross-sell personal loans:

The objective of this exercise was to build a model using a supervised learning technique to figure out profitable segments to target for cross-selling personal loans. Pilot campaign data of 20000 customers was used which included several demographic and behavioural variables. The Model was further validated and a deployment strategy was recommended.

Tools & implementations: R & Excel, Neural Networks, Random Forest, Data Mining

Tools & Technologies

Tableau, Python,,R, SQL, SAS,, MS Excel, Salesforce dashboard

Education & Certifications

PGP in Business Analytics and Business Intelligence from Great Lakes Gurgaon (2018-2019)

PGDF(Finance) from ISBF, New Delhi

BBA (HR and Finance) from Tmes Business School New Delhi

Certified in Business Analytics and Data Manipulation with SAS and R form EduPristine, New Delhi

Certified Options Trading Strategies in Python (Basic, Intermediate and Advance) From Quantra & NSE Academy

Certified in Financial Modeling & Company Valuation using Excel and VBA from IB Institute, New Delhi

NCFM Certification in Investment Analysis and Portfolio Management

Certified Core & Advance Excel from Microsoft (USA)

Work Experience

BA Continuum India Pvt Ltd; Gurgaon ( July 2016 – 2nd Nov 2018)

Senior Team Member – Investestment Management

Integrating different data sources for building, publishing customized interactive portfolio snapshot reports and dashboards, report scheduling using Tableau server and consultation, presentation of the managers' portfolio risks and analysis of portfolio managers’ performance.

Developed Investment Portfolio Performance Tableau workbooks to perform year over year, quarter over quarter, YTD, QTD and MTD type of analysis for a given portfolio.

Created action filters, parameters and calculated sets for preparing dashboards and worksheets in Tableau.

Reconcile Fixed Income, Equity fund records to custodian, transfer agent and portfolio groups(Portfolio Reconciliation) and manage weekly and month end NAV allocation closing process and calculated fees/expenses as well as provide an overview of the funds to the client in portfolio performance reporting

Volatility and Risk Modeling(SAS Modeling) - Value at Risk (VaR) Modeling, GARCH and calculating risk statistics for funds like Sharpe, Treynor, Information ratios, Alpha, Tracking Error etc.

Tools and Database used : Tableau, Salesforce dashboard, SQL, SAS,Bloomberg, Factset, Morningstar, Tamale, SpotFire, First Rate Advisor, Excel

Additional Responsibilities Earned and Handled Successfully:

Analyzing the data provided by the Primary Research Team to prepare customize dashboard for them.

Handling the Q.C. responsibility of other team members.

WNS Global Services; Gurgaon (Dec 2013 – April 2016)

Sr. Associate_ops_R&A

Consultaion and Preparation of Portfolio Pitchbooks using Tableau Desktop for individual and institutional clients for US based Investment Bank. Calculate GAV and NAV on a portfolio and evaluation of Managers Performance report based on client documents.

Presenting account based analysis reporting for Clients using data sources like Morningstar, FirstRate Advisor, FactSet, Advisor Port etc. reflecting the performance of the portfolio holdings, risk and returns of the individual funds with sector analysis report which includes comparison with the sector benchmarks and performance attribution reports.

Risk Modeling -VaR, Risk profiling and investment performance analysis.Backtest Risk Models and evalaution of Managers Performance report based on client documents.

Tools and Database used : Tableau, SQL, Bloomberg, Factset, Morningstar, Tamale, SpotFire, Excel

Responsibilities earned and handled successfully

Active participation in the process training activities and operational reviews for new processes & projects.

Conduct training activities for new joiners & existing team members.

Create methodology documents, process maps for existing and new processes.

Aptara Inc., MICE, Mathura Road, New Delhi (July 2012 – Nov 2013)

Financial Analyst

Worked on US-GAAP reporting, to prepare reports from annual and quarterly drafts which support XBRL filing on SEC of US based large accelerated filer.

Report includes - Analyzed Data present in the Financial Statement and its corresponding Notes/Footnotes along with their US GAAP definitions or Custom Accounting Standard Definitions.

Tagging and Mapping of Financial Statements and submission on SEC.

Direct Interaction with clients to maintain Analyst-Client relationship by providing proper feedbacks via Voice call and mails.

Rewards & Recognition

Received many client appriciations and internal awards monthly and quarterly form LOB in both WNS and as well as BACI

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