Rutika Lagade

I’m a motivated and adaptable Commerce graduate (B.A.F) building a career at the intersection of asset management operations and financial analysis. I combine investor-focused communication with strong analytical thinking to support accurate, compliant outcomes.

Through my ICICI Prudential AMC mutual funds internship as a Customer support executive, I handled investor email queries for mutual fund transactions, SIPs, KYC documentation, and account statements. I coordinated with internal operations and compliance teams to process requests aligned to SEBI regulations and company policies, while keeping detailed CRM records for audit readiness.

I strengthened my finance foundation through Controllers and Risk Analysis virtual experiences with Goldman Sachs. I practiced calculating Net Asset Valuation (NAV), unitizing financial data, validating and analyzing datasets in Excel, and producing accurate financial reporting and reconciliation. I also performed credit risk analysis and evaluated risk mitigation strategies based on financial and market conditions.

Alongside work exposure, I focused on CA Intermediate preparation (2023–2025), sharpening my financial acumen through rigorous study and practice. I’m especially drawn to roles where I can use my Excel-based analysis skills, risk assessment mindset, and fund data understanding to drive informed decision-making.