Open to opportunities

Shruti Agrawal

@shruti_agrawal

Financial Analyst | 6+ yrs at BlackRock, Colmore & Preqin | PE analytics, valuation, Power BI automation & institutional portfolio reporting.

India

Message

What I'm looking for

I’m looking for a role where I can drive private equity and alternative investment analytics, build valuation and portfolio performance reporting, and automate dashboards—while partnering with stakeholders across regions to support faster, higher-confidence investment decisions.

I'm a Financial Analyst with 6+ years of experience across global asset managers — BlackRock, Colmore, and Preqin — specialising in private equity analytics, valuation, and portfolio performance reporting.

I build valuation models across DCF, LBO, comparable company analysis, NAV, EBITDA multiples, IRR, TVPI, and DPI for 30+ fund investments, delivering actionable allocation recommendations to 15+ institutional investors. I also design automated Power BI dashboards that have improved reporting transparency by 40% and cut delivery time by 30%, while maintaining 100% accuracy across all client deliverables.

Beyond analysis, I've standardised reporting frameworks across UK, US, and APAC teams, mentored junior analysts, and led end-to-end due diligence on 25+ funds and portfolio companies. My work sits at the intersection of rigorous financial modelling and scalable, data-driven decision support.

I hold an MBA (Finance) from BHU and am open to relocation. Eligible for employer-sponsored work visa.

Experience

Work history, roles, and key accomplishments

Current

Financial Analyst

Current

BlackRock India Pvt Ltd

Mar 2025 - Present (1 year 3 months)

Delivered financial and investment analysis to 15+ institutional investors, supporting fund selection and capital allocation across private equity and alternatives portfolios. Built Power BI dashboards and valuation models to track NAV, IRR, TVPI and DPI, improving reporting transparency by 40% and reducing delivery time by 30%.

Financial Modeling IRR TVPI DPI Reporting Power BI KPI Tracking Stakeholder Management Quality Control

Senior Analyst

Colmore

Aug 2024 - Mar 2025 (7 months)

Led financial analysis and investment research across 200+ private equity funds, producing quarterly reports that informed institutional allocation decisions. Developed DCF and comparable company valuation models for 15+ portfolio companies and mentored 4 analysts, reducing report revision cycles from 3 rounds to 1.

Comparables Stakeholder Management Financial Modeling Mentoring Project Delivery

Associate

Preqin

Jan 2023 - Jul 2024 (1 year 6 months)

Provided investment analytics across 50+ PE and alternative asset funds, supporting quarterly rebalancing and allocation decisions. Built 3-statement and LBO models that reduced valuation turnaround from 5 days to 2, and launched a client-facing analytics dashboard adopted by 30+ institutional subscribers within 3 months.

LBO Modeling Valuation Due Diligence Scenario Modeling Data Visualization Excel Modeling

Financial Analyst

Nepal Ultratech Cements Pvt Ltd

Feb 2021 - Nov 2022 (1 year 9 months)

Analyzed cash flows and credit risk exposure, building forecasting models that improved working capital predictability by 25% and reduced short-term borrowing costs. Identified USD 324,000 in annual cost savings through cost-revenue modeling and process optimization, and led 10+ procurement tenders to achieve 15% cost reduction.

FP&A Cash Flow Forecasting Credit Risk Analysis Working Capital Financial Statement Analysis Scenario Planning Procurement

Accounts Executive

Ark Infosolutions Pvt Ltd

Jul 2016 - Oct 2017 (1 year 3 months)

Managed SAP ERP-based financial reporting for 50+ clients, reducing data entry errors by 35% and processing 1,000+ invoices with end-to-end compliance. Conducted a multi-year VAT assessment project to reconcile financial data and ensure regulatory compliance.

Invoice Processing VAT Compliance Financial Reporting