Ayush Agrawal

Business Development Executive

Ahmedabad, Gujarat, India9 mos experience

Key Highlights

CFA Level I cleared, showcasing commitment to finance.
Hands-on experience in investment reporting and portfolio analysis.
Strong foundation in equity valuation and financial analysis.

Stackforce AI infers this person is a Finance professional with expertise in investment analysis and reporting.

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Skills

Core Skills

Investment ReportingFinancial Analysis

Other Skills

Portfolio OptimizationData ValidationPortfolio AnalysisData ReconciliationMIS ReportingInvestment operationsAlternative InvestmentsInvestment ProductsCapital MarketsInvestor AwarenessM&A Target Company ProfileFinancial Modeling BasicsStudying Annual ReportsIndustry ResearchFinancial Statement Analysis

About

Finance graduate (B.Com Hons – BFSI) with professional experience in investment reporting, portfolio analysis, and financial research. At Eton Solutions LP, I worked as an Analyst supporting portfolio operations, performance reporting, and financial data analysis for investment teams. Previously, at Lavish Finance, I gained exposure to taxation, financial statements, and market research. I have cleared CFA Level I and possess a strong foundation in equity valuation, financial analysis, portfolio management, and derivatives. I actively track markets and apply fundamental and options-based frameworks to sharpen my investment perspective. Actively looking to grow in equity research / investment analysis roles or Entry level finance roles with institutions that value rigor, ethics, and long-term thinking.

Experience

Eton solutions lp

Financial Analyst

Aug 2024 – May 2025 · 9 mos · Bengaluru, Karnataka, India · On-site

Worked with the operations and analytics team supporting wealth management and investment reporting for global UHNW clients.
Assisted in data validation, reconciliation, and reporting of investment portfolios across multiple asset classes.
Performed financial analysis and quality checks to ensure accuracy of client deliverables and MIS reports.
Collaborated with cross-functional teams to streamline workflows and improve process efficiency.
Gained hands-on exposure to portfolio structures, fund accounting concepts, and financial data systems.
Developed strong skills in Excel, attention to detail, and stakeholder coordination in a fast-paced environment.

Investment reportingPortfolio OptimizationData ValidationFinancial Analysis