Akash Shirole

Management Consultant

Pune, Maharashtra, India8 yrs 1 mo experience

Highly Stable

Key Highlights

Expert in GIPS compliance and investment performance measurement.
Proficient in data analysis and portfolio reporting.
Strong background in financial tools like Excel and Bloomberg.

Stackforce AI infers this person is a Financial Analyst specializing in GIPS compliance and investment performance in the Fintech sector.

Contact

Skills

Core Skills

Gips ComplianceInvestment Performance MeasurementPortfolio ReportingData AugmentationSecurity Classification

Other Skills

Performance AttributionGIPSMicrosoft ExcelBloombergInvestment PerformancePortfolio ManagementRating Agency RelationsMCHPerformance ManagementAccount ReconciliationData AnalyticsFinanceAnalyticsData Analysis

Experience

Aca group

2 roles

Senior Performance Analyst

Oct 2025 – Present · 5 mos · Pune, Maharashtra, India

GIPS Verification & Performance Analyst

Sep 2024 – Oct 2025 · 1 yr 1 mo · Pune, Maharashtra, India

I am currently working as an Analyst – GIPS & Investment Performance, specializing in investment performance measurement, risk analytics, and GIPS® compliance. My role focuses on ensuring accurate performance reporting, maintaining compliance with industry standards, and supporting investment firms with high-quality data analysis.
Key Responsibilities:
✔ Ensuring portfolio performance calculations align with GIPS® and SEC compliance.
✔ Analyzing and validating composite reporting, firm AUM, and portfolio accounting data.
✔ Preparing quarterly investor reports, marketing materials, and compliance documents.
✔ Collaborating with internal teams to improve reporting processes and data accuracy.
✔ Staying updated on GIPS® standards, regulatory changes, and industry best practices.
✔ Utilizing Excel, Bloomberg to enhance reporting and automation.
Skills & Expertise:
✔ Investment Performance Measurement | GIPS® Compliance | Risk Analytics
✔ Portfolio & Composite Reporting | SEC & Regulatory Compliance
✔ Data Analysis & Reconciliation | Performance Attribution
✔ Financial Tools: Excel, Bloomberg and Workflow.
💡 Passionate about leveraging data-driven insights to enhance investment reporting, maintain compliance, and drive operational excellence. Always eager to learn, innovate, and collaborate in the evolving financial landscape.
Let’s connect! 🤝

Performance AttributionGIPSGIPS ComplianceInvestment Performance Measurement

Bny mellon

Investment Performance Analyst

Apr 2021 – Aug 2024 · 3 yrs 4 mos · Pune, Maharashtra, India · Hybrid

Worked as an Analyst in the department of Global Risk Solution, where we evaluate performance of the client portfolio, is aware of the performance related products like Time weighted returns, Attribution and Manager Reconciliation.
Financial Performance Measurement : Investment portfolio performance measurement of every portfolio account and security returns using methodologies like modified dietz returns calculations or time weighted returns calculations to provide accurate performance measurement of investment portfolio to the client.
Portfolio Reporting: Preparation of different customize reports through fetching of required data from the database with the help of sql queries and workbench.
Reconciliation : Finding discrepancies in accounting data, identification of errors and raising queries to accounting to correct the transactions. Making necessary adjustments in the accounting data. Reconciliation of performance data with the manager data and benchmarks. Researching and finding causes of discrepancies and resolving it through making necessary adjustments in accounting data.
Transaction Validation: Cross checking of every activity like validation of all corporate actions, accuracy of income, expenses various fees payment, security pricing and all other accounting entries.
Analysis of Asset Class performance : Validation of different asset class monthly performance including Equity, Fixed income, Bonds, cash, derivatives, LP, Real Estate etc. and comparing its with global indexes.

Performance AttributionMicrosoft ExcelInvestment Performance MeasurementPortfolio Reporting

State street syntel services private limited (financial kpo)

Financial Senior Data Analyst

Oct 2017 – Jan 2021 · 3 yrs 3 mos · Pune, Maharashtra, India · On-site

I worked in State Street and Syntel Services Pvt. Ltd from October 2017 to January 2021. I had 3.4 Years experience. I was working in Data Augmentation team. We augment data means we modifying securities. We were dealing with the update of Security and Client specific classification. We used different applications to fill the data in our system. Eg. Bloomberg, Charles River Investment Management and MCH.
We work on the various types of
securities such as equity, fixed
income, mutual funds,derivatives
and Short term.
We maintained 400+ index funds to
perform and upload market value
and par share.
Perform clearing the exceptions manually from the Charles River application.
Classifying the securities in different assets class and assigning separate security type.
Eg. Equity, Fixed Income, Short terms & Derivative.
Worked on different investment ratings. Eg. Moody, SP and Fitch.