
Aniket Prasad
@aniketprasad
I build financial models, portfolio analytics, and hedge fund reporting for institutional investment decision-making.
What I'm looking for
At CRISIL, I manage 20+ recurring monthly and quarterly reporting workflows for a specialized Hedge Fund of Funds suite, delivering return calculations, performance analytics, and bespoke reporting for global institutional investors.
I consolidate and reconcile capital account statements and audited financial statements across fund managers for 25+ clients, supporting portfolio valuations and underlying asset performance tracking. I also develop risk, exposure, and asset-allocation reports while resolving data discrepancies across internal systems.
I've streamlined operational workflows through advanced Excel automations and ad-hoc financial models. Previously at Leveraged Growth, I developed and validated models for counterparty risk and bond valuation, while researching topics including carbon credits.
My portfolio analysis experience includes reviewing 70+ investment portfolios and researching 50+ mutual fund schemes across 20+ categories. I'm pursuing an MBA in Finance, have cleared CFA Level I, and use Python, SQL, Advanced Excel, financial modelling, valuation, and risk analysis to connect financial theory with practical analysis.
Experience
Work history, roles, and key accomplishments
Graduate Trainee
CRISIL
May 2026 - Present (4 months)
Managed 20+ recurring monthly and quarterly reporting workflows for a specialized Hedge Fund of Funds (HFoF) suite, delivering accurate return calculations and performance analytics for global institutional investors. Consolidated and reconciled capital account statements and audited financial statements across underlying fund managers for 25+ clients.
Finance Intern
Leveraged Growth
Sep 2025 - Apr 2026 (7 months)
Developed and validated quantitative financial models to analyze complex scenarios, including counterparty risk (CVA) and bond valuations (binomial models). Ensured accuracy and quality of technical financial content by curating questions and validating materials against professional standards.
Trainee Portfolio Analyst
Welcon Financial Pvt Ltd
Sep 2024 - Sep 2024 (0 months)
Analyzed 70+ investment portfolios to identify potential risks and opportunities. Conducted in-depth research on 50+ mutual fund schemes across 20+ categories, analyzing NAV trends, expense ratios, and portfolio composition to support investment recommendations for 85+ clients.
Education
Degrees, certifications, and relevant coursework
Narsee Monjee Institute of Management Studies, Mumbai
MBA, Finance
Currently pursuing an MBA in Finance at NMIMS, with an expected graduation in the near future.
CFA Institute
CFA Level I, Finance
Cleared the Chartered Financial Analyst (CFA) Level I exam in 2024.
St. Xavier’s College (Autonomous), Kolkata
BMS (H), Finance
Completed BMS (H) in Finance from St. Xavier’s College, Kolkata in 2023.
National High School
Class XII, Science
Completed Class XII in Science from National High School in 2020.
National High School
Class X, Science
Completed Class X in Science from National High School in 2018.
NISM
NISM-Series-V-A: Mutual Fund Distributors Certification, Finance
Completed the NISM-Series-V-A: Mutual Fund Distributors Certification in 2024.
J.P. Morgan Chase
Virtual Internship, Investment Banking
Completed the Investment Banking Virtual Internship on Forage in 2024.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Social media
Job categories
Skills
Interested in hiring Aniket?
You can contact Aniket and 90k+ other talented remote workers on Himalayas.
Message AniketGet matched with your dream remote job
Sign up now and join over 250,000+ remote workers who receive personalized job alerts, curated job matches, and more for free!
