Open to opportunities

Agam Agarwal

@agamagarwal

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Financial Analyst and Research Specialist using data validation and regulatory compliance to drive risk-ready insights.

Zimbabwe

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What I'm looking for

I’m looking for a role where I can combine financial analysis, market research, and regulatory compliance with strong data validation and data governance, delivering accurate, compliance-oriented insights that improve operational efficiency.

I’m a results-driven Financial Analyst and Research Specialist with 5+ years of expertise in financial research, counterparty due diligence, data validation, and market trend analysis. I leverage MS Excel, Factiva, Power BI, and Bloomberg to support compliance-oriented reporting and data-driven decision-making.

In recent roles, I conducted Basel III asset classification and validation by analyzing SEC filings, improving risk-weighted asset accuracy through strong risk assessment and red flag identification. I also lead data quality checks, data cleansing, reference data validation, and data governance/stakeholder engagement—delivering projects on time and improving operational efficiency by 25%.

Experience

Work history, roles, and key accomplishments

Freelance Financial Analyst

Independent

Apr 2025 - Nov 2025 (7 months)

Provided short-term financial analysis and data validation through Excel-based reporting. Conducted secondary market research to support decision-making.

Data Validation Advanced Excel Financial Analysis

Financial Analyst & Research Consultant

Freelance

Apr 2025 - Nov 2025 (7 months)

Produced short-term financial analysis and data validation outputs, delivering Excel-based reports and secondary market research. Supported data-driven decision-making using advanced research and spreadsheet tooling.

Financial Analysis Data Validation

Senior Financial Analyst

Xoriant Solutions Pvt. Ltd.

Dec 2024 - Mar 2025 (3 months)

Performed Basel III asset classification and validation by analyzing SEC filings to support regulatory capital compliance. Improved risk-weighted asset accuracy through data quality checks, corporate actions probing, and reference data management.

Risk Assessment Data Quality Reference Data Management Data Validation Corporate Actions Advanced Excel

Senior Research Executive

I3rc Insights Pvt. Ltd.

Jul 2022 - Apr 2024 (1 year 9 months)

Led primary research initiatives and optimized operational workflows for improved efficiency. Conducted market trend analysis and coordinated end-to-end project execution using structured data interpretation and statistical methods.

Market Research Primary Research Statistical Methods Project Coordination Data Analysis Stakeholder Management Desk Research Operational Workflow Execution

Research Associate

Upgrad Education Pvt. Ltd.

Dec 2021 - Apr 2022 (4 months)

Conducted secondary research on international universities and academic programs to produce data-driven insights for curriculum planning. Maintained and updated academic course catalogs to ensure accuracy and program relevance.

Data Insights Desktop Research Stakeholder Engagement Documentation

Senior Research Analyst

Isource Opportunities

Jun 2019 - Nov 2021 (2 years 5 months)

Conducted company profiling and identified high-potential leads, proposing tailored IT solutions to meet client needs. Improved lead conversion by targeting and optimizing research workflows.

Lead Research Client Engagement Stakeholder Management Data Analysis Market Research Desktop Research Project Support