portfolio managemnt, Fixed income, bonds, Client communication, Business development
SB
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shivani bajoria
@shivanibajoria
Portfolio Consulting Analyst at BlackRock, preparing risk and performance reports and rebalancing model portfolios for U.S. Financial Advisors.
IndiaWhat I'm looking for
At BlackRock, I prepare customized portfolio risk and performance reports for U.S. Financial Advisors, including model scaling and suite-level reporting. I also rebalance BlackRock model portfolios and incorporate client-directed changes within approved guidelines.
I analyze portfolio performance, market data, and industry flows, and prepare commentary across equity, fixed income, and alternatives. I work with the Portfolio Design Solutions team on reporting solutions aligned with advisor and client requirements.
At Kroll, I researched debt securities and created loan valuation models using SOFR and EURIBOR forward curves. I also updated financial models, performed public comparable company analysis, and advanced to QC analyst, implementing quality checks and controls.
Experience
Work history, roles, and key accomplishments
Prepare customized portfolio risk and performance reports for US Financial Advisors, perform model scaling and quarterly rebalancing, and analyze portfolio performance and market data.
Gathered financial metrics and key agreement terms for client investments, researched credit agreements and investment memos, and created loan valuation models incorporating SOFR and EURIBOR forward curves. Advanced to QC analyst and implemented rigorous quality checks.
Education
Degrees, certifications, and relevant coursework
Chartered Financial Analyst (CFA) Institute
Chartered Financial Analyst (CFA) - Charter Pending, Finance
Passed all three levels of the CFA Program; charter pending.
UC
University of Mumbai – Thakur College of Science & Commerce
Bachelor of Management Studies (BMS), Management Studies
Bachelor of Management Studies degree from the University of Mumbai, completed in June 2018.
Tech stack
Software and tools used professionally
Availability
Looking for a job
Location
IndiaAuthorized to work in
Salary expectations
1832k+ INR
Job categories
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