Muskan Goyal
CFA Level 3 cleared | Portfolio Consulting Analyst at BlackRock | Ex- UBS | Ex-NPCI | University MBA Gold Medalist | Investment Banking | Quantitative Finance | All India 3rd Rank (DAV)
- Role
- Portfolio Consulting Analyst at BlackRock
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Muskan Goyal
A self-driven and results-oriented professional with over 4 years of experience in financial analysis, risk management, and investment portfolios. As have passed CFA Level 3, I am deeply interested in investment banking and asset management, with a focus on various asset classes and portfolio management. Recognized as a University Gold Medalist in Academics, I have a strong academic record.Currently, I work as a Portfolio Consulting Analyst, as a part of U.S Wealth Advisory team (USWA) at BlackRock. In the past, I worked as Group Treasury Specialist at UBS. Proficient in Power BI, Tableau, Alteryx, Power Query, and Excel, I excel at delivering data-driven and visually compelling insights and I thrive in a collaborative, high-pressure environment. Feel free to reach out if you\'d like to connect or chat about opportunities in finance and risk management. Always happy to exchange ideas and insights!
Experience
Portfolio Consulting Analyst
Oct 2024 — Present · Mumbai, IN
Produce and analyze highly specialized and customized portfolio risk reports like Model Scaling, Suite Report, etc with detailed risk and performance analysis for financial advisors’portfolios.• Customization of BlackRock Model Portfolios based on guidelines agreed with the clients.• Understand and update Product Performance, Industry flow details and post necessary commentaries for asset classes like Equity, Fixed Income and Alternatives• Support and complete various efficiency and capacity-building initiatives, including automation/ standardization efforts using Power BI & Microsoft VBA
Education
DAV Centenary Public School - India
Business/Commerce, General
2016 — 2018
CFA Institute
CFA Level 3 cleared
Lovely Professional University
Integrated Bcom -MBA, Finance, General
2018 — 2022
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