Harshit Goyal

Operations Associate

Mumbai, Maharashtra, India3 yrs experience

Key Highlights

Successfully onboarded clients with over $5B in AUM.
Automated financial reporting, reducing turnaround time by 15%.
Recognized for independent operations with zero escalations.

Stackforce AI infers this person is a Financial Analyst with expertise in Fintech and Investment Management.

Contact

iharshitgoyal@gmail.com LinkedIn

Skills

Core Skills

Fund AccountingInvestment ManagementFinancial AnalysisAuditing

Other Skills

Research SkillsLeadershipStrategic ConsultingFinancial ConceptsPortfolio Performance AnalysisDue DiligenceValuationNetworkingInvestment ResearchInvestor RelationsDCF ValuationChartered Financial AnalystQualitative ResearchStrategyReport Writing

About

I am always learning, encountering challenges, trying new things, getting feedback, ready for a change, on a journey, seeking meaning, accepting failure, continuously improving, open-minded, receptive, tenacious and progressive. I have got the pluck. 📈

Experience

Arcesium

Junior Analyst

May 2024 – Mar 2026 · 1 yr 10 mos · Bengaluru, Karnataka, India · On-site

Onboarded two new clients with AUM of $5.3B and $500M, taking ownership of end-to-end reconciliation processes across portfolios with 5,500+ positions spanning equities, futures, options, repos, swaps (IRS/CDX), and government bonds.
Executed daily, monthly, and month-end reconciliations (positions, FX, cash, admin, dividends, and commissions), ensuring data accuracy, compliance, and prompt resolution for high-value trades.
Led P&L validation and reconciliation (MTD, YTD, MV, and cash) along with weekly MTM calculations and monthly accruals for interest income, coupons, and dividend withholdings, strengthening financial reporting accuracy.
Collaborated with fund administrators, clients, prime brokers, and internal teams (Middle Office, Front Office, Executing Brokers) to resolve breaks, streamline processes, and reduce turnaround time on ad-hoc queries.
Managed client and broker interactions independently through calls and emails, including handling fund expenses and accruals for two clients; recognized for independently running day and night-shift operations within six months with zero escalations.
Evaluated 10+ private placement memorandums and built fee calculators, strengthening fund economics understanding.
Executed allocation of P&L, fees, and expenses across hedge funds, enhancing reporting transparency and fostering investor trust.
Tracked and managed investor commitments, capital activities, totaling more than $3 billion in capital, ensuring high accuracy and transparency.

Research SkillsFund AccountingInvestment Management

B s r & co. llp

Analyst

Jun 2022 – Sep 2023 · 1 yr 3 mos · Mumbai, Maharashtra, India · Hybrid

Reviewed and validated key financial statement components, including purchases, sales, inventory, fixed assets, payables and receivables
through detailed vouching and verification for materiality assessment.
Conducted physical inventory verification for a manufacturing entity with turnover of ₹ 15 crore during statutory audit and internal audit
assignments, including stock count observation, variance analysis, and control testing as per audit standards.
Analyzed ₹300 Cr+ assets and operations of a listed manufacturing company to identify cost drivers, margins, and working capital.
Analyzed procurement and vendor processes, recommending changes that achieved 9% input cost savings.
Reviewed GST and TDS compliance, identifying ₹0.5 Cr+ potential liabilities and ensuring timely payments to avoid penalties.
Automated data consolidation and financial reporting for board reviews, cutting turnaround time by 15% and accelerating key decisions.
Facilitated audit for a co-operative bank, including transaction testing, KYC verification, deposits, advances, loan documentation review, regulatory compliance checks, and internal control assessment.

LeadershipFinancial AnalysisAuditing