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Data Analyst with 4+ years in Financial Data Analysis & Business Intelligence
AI is analyzing your overall score…
Identifying your key strengths…
Evaluating your skill match against the job requirements…
Assessing your cultural and operational fit
Data Analyst with 4+ years of experience in financial data analysis, business intelligence, and data visualization within the asset and wealth management domain. Skilled in SQL, Power BI, Excel, and Python for data extraction, transformation, and dashboard development. Experienced in building data models, writing optimized SQL queries, and developing interactive Power BI dashboards to track KPIs such as AUM, ETF holdings, and advisor performance. Proven ability to automate reporting, improve data quality, and deliver actionable insights to support business decision-making.
IGNOU
PGDM in Financial Management · Financial Management
January 1, 2019 – January 1, 2021
Shivaji College, University of Delhi
Bachelor of Economics · Economics
January 1, 2016 – January 1, 2019
Infosys BPM Ltd.
Data Analyst – Process Specialist
November 1, 2021 – Present
Gurgaon, Haryana, India
Genpact India Pvt. Ltd.
Data Management Analyst - Process Associate
February 1, 2020 – November 1, 2021
Noida, Uttar Pradesh, India
ETF Holdings Analytics Dashboard – Power BI
January 1, 2021 – January 1, 2021
• Built an interactive Power BI dashboard integrating SQL Server and Excel datasets for analysis of iShares ETF holdings. • Implemented Power Query transformations, data modelling, and DAX measures to visualize AUM distribution, ETF exposure, and holdings breakdown. • Reduced manual data validation and research effort by 85% through automated reporting.
R200: Advance Power BI
Infosys
January 1, 2024 – Present
Microsoft Excel: Complete Guide 2021
Udemy
July 1, 2021 – Present
SQL Masterclass: SQL for Data Analytics
Udemy
June 1, 2021 – Present
Data Analytics
EXL & AIF
May 1, 2021 – Present
Python for Data Science
Cognitive Class
August 1, 2020 – Present
Cultural Fit Analysis
The candidate's experience across two different companies (Infosys BPM Ltd. and Genpact India Pvt. Ltd.) and diverse projects within financial data analysis suggests adaptability. Their involvement in team supervision and collaboration with cross-functional teams indicates a collaborative mindset. The breadth of technical skills and certifications shows a commitment to continuous learning and professional development, which aligns well with a growth-oriented culture. The awards received (iStar & Spot Award, Value Ninja Award) highlight a drive for high performance and quality.
Soft Skills & Operational Fit
The candidate demonstrates strong problem-solving, analytical thinking, and stakeholder collaboration skills through their project and work descriptions. Their experience in team management and guiding colleagues suggests good operational fit and leadership potential. The focus on data accuracy (99%) and efficiency improvements (40-85% reduction in manual effort) indicates a results-oriented approach.