Shivam Gupta

About Shivam Gupta

I am a results-driven finance professional with 5+ years of experience in investment consulting, private equity, and portfolio performance analysis across global markets. My expertise spans performance reporting, fund valuation, reconciliation, and risk-return analysis, enabling clients to make informed investment decisions.At Acuity Knowledge Partners, I focus on investment reporting and performance analysis across private equity and real estate funds—partnering with global teams to deliver actionable insights through fund manager evaluations, cost-value assessments, and capital allocation strategies.Previously, I worked with Aon and Empaxis, where I gained hands-on experience in portfolio valuation, NAV processing, cash reconciliation, and performance measurement, strengthening both technical proficiency and collaborative problem-solving skills. With an MBA in Finance from Chandigarh University and certifications in alternative investments and financial planning, I combine academic rigor with practical expertise. My goal is to support clients by leveraging data, accounting insights, and technology platforms to enhance portfolio outcomes and drive financial optimization. Core Strengths:Investment performance measurement & reportingPrivate equity, hedge fund, and real estate analysisFund valuation, IRR, multiples, and NAV calculationsReconciliation & financial data managementClient-focused solutions & cross-functional teamwork

Experience

1. Senior Associate

   Acuity Analytics

   Sep 2023 — Present · Gurugram, IN

   Analyze private equity fund performance by reviewing fund cash flows, NAVs, and quarterly financials.• Calculate and report key investment KPIs including IRR, multiples, valuations, and net asset metrics.• Reconcile transactions, capital calls, distributions, and valuation KPIs across portfolio investments.• Prepare management fee calculations and performance attribution analyses.• Liaise with stakeholders in US/UK for reporting accuracy and process improvement.• Collaborated with cross-functional teams to enhance investment strategies and portfolio management.

Education

• Banaras Hindu University

  Bachelor of Commerce - BCom, Accounting and Finance

  2016 — 2019

• CHANDIGARH UNIVERSITY

  Master of Business Administration - MBA, Finance, General

  2019 — 2021