Vishnu Agarwal

Operations Associate

Mumbai, Maharashtra, India2 yrs 2 mos experience

Key Highlights

  • Strong grounding in financial analysis and valuation.
  • Proven track record in improving portfolio outcomes.
  • Demonstrated ability to evaluate investment proposals.
Stackforce AI infers this person is a Finance professional with expertise in Capital Markets and Investment Management.

Contact

Skills

Core Skills

Capital MarketsFinancial ModelingCorporate FinanceFund Management

Other Skills

Market AnalysisStrategic Product RoadmapTrade Execution ProcessingLiquidity RoutingAutomated Pricing ModelCost ManagementOperational Cost AnalysisTrading StrategiesForeign Exchange (FX) TradingPortfolio Risk ManagementInvestment ManagementEquity ValuationCorporate Financial ReportingFinancial AccountingMicrosoft Excel

About

Finance professional with an MBA from IIM Calcutta and CFA Level II with strong grounding in financial analysis, valuation, and capital-market research. Experienced in analyzing cost structures and improving portfolio outcomes through bottom-up and top-down insights. Demonstrated ability to evaluate companies, assess investment proposals, and execute disciplined trading strategies. Skilled at working with cross-functional teams, presenting data-driven recommendations, and supporting relationship managers with actionable investment inputs.

Experience

2 yrs 2 mos
Total Experience
7 mos
Average Tenure
3 mos
Current Experience

Icici bank

Solution Manager

Feb 2026Present · 3 mos · Surat, Gujarat, India · On-site

Cifdaq

Management Trainee

Jul 2025Dec 2025 · 5 mos · Mumbai, Maharashtra, India · On-site

  • 1. Conducted comprehensive analysis of OTC models of 10+ global crypto exchanges, benchmarked 12+ key features to formulate a strategic product roadmap
  • 2. Modeled and back tested trade execution processing worth $50M+ via order slicing, optimizing liquidity routing, ultimately cutting price slippage by a margin of ≥15%
  • 3. Built automated-RFQ pricing model, which streamlined cost structures by slashing fee components by 40% & boosting potential commission by ~23%
Market AnalysisStrategic Product RoadmapTrade Execution ProcessingLiquidity RoutingAutomated Pricing ModelCapital Markets+1

Mondelēz international

Corporate Finance Intern

Apr 2024May 2024 · 1 mo · Mumbai, Maharashtra, India · On-site

  • 1. Conducted conversion cost analysis, valued at ~$250M+ of 5+ International brands spanning across 10+ production plants in MENAP & SEA region
  • 2. Outlined 5+ KPIs by examining 3 years of historical data across 20+ cost components to precisely identify and quantify significant cost-saving opportunities
  • 3. Partnered with 10+ stakeholders from 5+ cross-functional units (supply chain, operation) to drive initiatives aimed at optimize efficiency across plants
  • 4. Developed and presented roadmap for potential cost reduction (≤1.5%) in Labor, Waste, & Energy, driven by strategic plant capacity optimization
Cost ManagementOperational Cost AnalysisCorporate Finance

Indian institute of management, calcutta

Hostel Representative

Dec 2023Nov 2024 · 11 mos

  • 1. Elected with 76.97% votes; Oversaw 20+ staff, liaised with 15+ stakeholders to cater 300+ students
  • 2. Managed INR 1Cr+ account; Collaborated with 6+ Clubs to organise 10+ events with 2K+ account; Collaborated with 6+ Clubs to organise 10+ events with 2K+ attendees
  • 3. Resolved 300+ issues & reduced grievance redressal time (less than 1 day); Executed 5+ initiatives

Tradeshala research & consulting firm

Capital Market Analyst

Jun 2022Jul 2022 · 1 mo · Remote · Remote

  • 1. Generated 15% returns with a success rate of 80% on a portfolio of $10,000 by combining price action analysis with momentum indicators, informed by macro-economic trends
  • 2. Demonstrated disciplined trading approach across 40+ positions on 15+ currency pairs, while consistently maintaining a 2.5 profit factor
Market AnalysisTrading StrategiesForeign Exchange (FX) TradingCapital Markets

Seis finserv

Portfolio Manager

Oct 2021Dec 2021 · 2 mos · Ahmedabad, Gujarat, India · Remote

  • 1. Increased client returns by 10% on portfolios worth INR 10L+ by providing strategic recommendations to 6+ relationship managers, backed by in-depth bottom-up analysis of 15+ companies
  • 2. Facilitated capital securement for 5+ new ventures by evaluating 25+ investment proposals across 6+ diverse sectors, conducted top-down analysis of FMCG industry

Hlcc mun society

Head of Hospitality

Sep 2021Apr 2022 · 7 mos · Ahmedabad, Gujarat, India · On-site

  • 1. Led a group of 20+ individuals; managed 230+ delegates in 4 committees at the HLCC MOCK MUN
  • 2. Managed budget of INR 1L+ & sponsorship of INR 10K; Headed logistics & operations for the event
  • 3. Organized Lecture from Shri Suresh Prabhu, EX-Railway Minister in collaboration with Alumni cell

Sihm mun

Organizing Committee

Jan 2020Mar 2020 · 2 mos

  • 1. Led a team of 30+ volunteers & coordinated with 15+ chief guests; Managed total of 300 delegates
  • 2. Managed a budget of 20L+ for Asia’s first tourism & hospitality MUN promoted by Gujarat Tourism
  • 3. Assimilated 30+ delegates from 5+ states & spearheaded operation, logistics & finances for 2 days
Fund ManagementPortfolio Risk ManagementFinancial Modeling

Education

Indian Institute of Management, Calcutta

Master of Business Administration - MBA

Jun 2023Mar 2025

H. L. College of Commerce

Bachelor of Commerce - BCom — Accounting

Jan 2019Jan 2022

St. Montfort School

High school

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