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Sarbartha Das

@sarbarthadas

Investment analytics and manager research lead at Voya India who automated FactSet review templates, cutting manual effort by up to 90%.

India

Message

At Voya India, I deliver portfolio and manager investment results and attribution analyses, then present the findings in portfolio reviews and materials for the Voya Trust Investment Management Committee. I also evaluate manager allocations and model replacement outcomes.

I work with investment stakeholders to define requirements and acceptance criteria for FactSet and Morningstar Direct templates, coordinate enhancements with technology and data partners, and validate published outputs. I automated reporting workflows with VBA and Python, reducing manual effort by approximately 90%.

Previously, at Infosys Limited, I managed a six-member team supporting Capital Group’s Global Results function and built Power BI dashboards for operational reporting. At BlackRock, I established a SQL and Excel fund inventory model and delivered performance attribution reporting and analytics enhancements through Agile sprints.

Experience

Work history, roles, and key accomplishments

Current

Lead Associate, Manager Research & Selection

Current

Voya India

Apr 2024 - Present (2 years 6 months)

Calculate, validate, and deliver portfolio and manager level investment results and advanced attribution analyses across multi-asset strategies. Serve as subject matter expert for FactSet and Morningstar Direct, eliciting requirements and owning validation of published outputs.

Factset Morningstar Direct Performance Attribution Risk Attribution SQL Python VBA Power BI Agile Requirements Elicitation User Acceptance Testing

Team Lead, Investment Operations

Infosys Limited

Mar 2023 - Dec 2023 (9 months)

Managed a six-member team supporting Capital Group's Global Results function, delivering portfolio analytics and performance results within SLA commitments. Acted as primary liaison between client business users and upstream partners, overseeing fund performance reconciliation and maintaining zero-error reporting cycles.

Aladdin GPS Power BI SQL Root Cause Analysis Quality Assurance Process documentation Team Leadership

Analyst, Performance & Attribution

BlackRock

Jan 2020 - Jul 2022 (2 years 6 months)

Delivered reporting and analytics enhancements as scoped tasks within Agile sprints, working with operations, data, and technology partners. Established a fund inventory model in SQL and Excel, produced performance attribution reports, and automated reporting processes through VBA.