Aayush Bansal

Associate Partner

Mumbai, Maharashtra, India3 yrs experience

Key Highlights

  • Chartered Accountant with CFA and FRM credentials.
  • Proven track record in portfolio management and investment strategy.
  • Strong analytical skills with experience in global finance firms.
Stackforce AI infers this person is a Finance and Investment professional with expertise in asset management and portfolio strategy.

Contact

Skills

Core Skills

Portfolio ManagementInvestment Strategy

Other Skills

Portfolio Risk ManagementAuditingSQLPortfolio ManagersUser Experience Design (UED)3DManager of ManagersCorporate Portfolio ManagementFund ManagementInvestment PerformanceInvestment ResearchStatutory AuditsAccounting EducationTaxVisual Design

About

I’m a Chartered Accountant, CFA & FRM with pinch of MBA (IIM-B) and a strong foundation in finance, strategy, and investments. With experience across global firms like BlackRock, Barclays as an Investment Analyst & Portfolio Manager and currently working as a Associate Director, I bring analytical depth and business acumen to drive results across asset management, portfolio strategy, and financial advisory. I began my journey as an Article Trainee, building expertise in audit, taxation, and financial reporting. My professional path has spanned corporate finance, investment analytics, and client-focused portfolio management. I've also worked with social impact organizations like the Akshaya Patra Foundation, supporting fundraising efforts and community outreach. Scored 98+ percentile in CAT, reflecting my problem-solving and quantitative skills. I believe in continuous learning, cross-functional collaboration, and delivering value through insights and execution. 🔹 Interests: Financial markets | Investment strategy | Data-driven decision making | ESG investing | Social impact 🔹 Tools: Excel, Power BI, Python (basic), Bloomberg, Aladdin Let’s connect and explore opportunities to create impact through finance and strategy.

Experience

3 yrs
Total Experience
1 yr 4 mos
Average Tenure
3 mos
Current Experience

Goldman sachs

Associate Director - Sustainable Investments

Jan 2026Present · 3 mos · Mumbai Metropolitan Region · Hybrid

  • I oversee diverse investment portfolios with a strategic focus on risk-adjusted returns, capital preservation, and long-term value creation. I lead portfolio construction, asset allocation, and performance optimization across equity, fixed income, and alternative assets. My role involves continuous market analysis, macroeconomic research, and collaboration with cross-functional teams to align investment strategies with client goals.
  • I also engage in client advisory, reporting, and compliance to ensure transparency, trust, and sustained performance.
Portfolio ManagementPortfolio Risk ManagementInvestment Strategy

Icici securities

Credit Risk Intern

Apr 2024Jun 2024 · 2 mos · New Delhi, Delhi, India · On-site

AuditingSQL

Blackrock

2 roles

Senior Portfolio Manager

Aug 2022May 2023 · 9 mos · Chennai, Tamil Nadu, India · Hybrid

Portfolio ManagementPortfolio Managers

Senior Portfolio Consultant - 3

Jun 2021Jul 2022 · 1 yr 1 mo · Chennai, Tamil Nadu, India · Hybrid

Barclays investment bank

Investment Analyst

Jun 2018May 2019 · 11 mos · Gurugram, Haryana, India · On-site

  • Worked into IB focusing on portfolio analytics, risk monitoring, and investment strategy support. Collaborated with global teams to deliver data-driven insights, optimize client portfolios, and support asset allocation decisions across fixed income and equity products.
User Experience Design (UED)3D

Education

Indian Institute of Management Bangalore

Executive MBA — Finance and Financial Management Services

Panjab University, Chandigarh

Bachelor of Commerce - BCom — Accounting and Finance

Sunbeam Academy, Samneghat

HSC

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