Sowmya Rajpurohit

SR

Open to opportunities

Sowmya Rajpurohit

@sowmyarajpurohit

Finance professional specializing in real estate private equity operations and portfolio performance reporting.

What I'm looking for

I’m looking for a finance role where I can own NAV/performance reporting end-to-end, lead quality-focused workflows, and partner with portfolio managers and stakeholders to improve accuracy, audit readiness, and decision-making.

I’m a finance professional with 10+ years of experience in Private Equity (Real Estate), portfolio performance reporting, NAV calculations, and securities reconciliation. I’m known for delivering accurate, deadline-driven reporting for global funds while strengthening audit readiness and data integrity.

At Invesco, I led a team of 3–5 analysts, overseeing quality control, stakeholder collaboration, training, and recruitment. I executed daily Net Asset Value (NAV) calculations for multiple real estate funds with 100% accuracy, improved onboarding efficiency by 25%, and reduced reporting errors by 15% through tighter validation and performance/benchmarking controls.

Previously at AXA Business Services and FactSet Research Systems, I supported structured finance and equity research work—monitoring over-collateralization variations, reconciling cash flows using Bloomberg data, and preparing GAAP-compliant research reporting. My approach is process-led and collaborative: I streamline workflows, build reusable reporting templates, and use tools like Bloomberg, FactSet, and Power BI to improve decision-making.

Experience

Work history, roles, and key accomplishments

IN

Process Specialist

Invesco

Aug 2021 - Jul 2025 (3 years 11 months)

Led a team of 3–5 analysts, improving onboarding efficiency by 25% through quality control, stakeholder collaboration, training, and recruitment. Owned daily NAV calculations for multiple real estate funds with 100% accuracy, reduced reporting errors by 15%, and produced performance reporting with attribution commentaries to support portfolio manager investment decisions.

NAV Calculation performance reporting Attribution Financial Modeling Bloomberg Terminal Power BI Power Query SOX Compliance Data Integrity

AS

Senior Analyst

AXA Business Services

Jul 2015 - Mar 2021 (5 years 8 months)

Collected and analyzed investment reports from trustees and banks and maintained a client database (PHOBOS) with 100% accuracy. Monitored over-collateralization variations and performed structured product coverage/quality tests (WARF, WAS, coupon tests) for CDOs, improving risk monitoring efficiency and supporting accurate cash flow and valuation reporting.

CDO Monitoring Over Collateralization Analysis Coupon Payment Reconciliation Client Database Management (PHOBOS)Pre Trade Scorecards (ABS)Deal Support (Refinance Reset)

FS

Equity Research Analyst

FactSet Research Systems

Aug 2011 - Feb 2015 (3 years 6 months)

Captured and analyzed financial information from global corporations and produced standardized equity research reports in compliance with GAAP across US, Canadian, and Japanese companies. Supported monthly/quarterly/year-end closings, calculated EPS splits and multi-CUSIPs using Excel models, and contributed to tool enhancements that improved data collection efficiency.

Equity Research Excel Modeling EPS Split Modeling CUSIP Analysis Database Accuracy Tool Improvements

Education

Degrees, certifications, and relevant coursework

OU

Osmania University

Master of Business Administration, Finance

MBA in Finance from Osmania University, Hyderabad.

OU

Osmania University

Bachelor of Commerce, Computers

B.Com (Computers) from Osmania University, Hyderabad.

Tech stack

Software and tools used professionally

Gmail

.NET

Interested in hiring Sowmya?

You can contact Sowmya and 90k+ other talented remote workers on Himalayas.

People also viewed

View all talent

Find your dream job

Sign up now and join over 250,000+ remote workers who receive personalized job alerts, curated job matches, and more for free!