Nagarjuna Adiga
Sr. AVP Investment Portfolio at Wells Fargo
- Role
- Senior Treasury Analyst at Wells Fargo
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Nagarjuna Adiga
Senior Treasury Analyst with 10 years in financial services, focused on portfolio strategy, forecasting, and structured finance.At Wells Fargo, I lead key forecasting projects and produce 9Q reports that guide enterprise financial planning and risk management.Previously at Moody’s, I worked on US and EMEA RMBS and CLO ratings, handling asset-based models and large data sets for both new deals and ongoing reviews.Skilled in Power BI, Python, Excel VBA, and SQL, I use technology to automate processes and improve financial analysis. Known for accuracy, efficiency, and delivering insights that support sound decisions.
Experience
Senior Treasury Analyst
Jul 2023 — Present · Bengaluru, IN
Part of the Portfolio Strategy & Analytics team, where I focused on analyzing the impact of interest rate shocks on the bank\'s AFS and HTM portfolios. I worked on forecasting Price Alignment Interest for swaps and built a daily portfolio dashboard from scratch to track changes across asset classes on a daily, monthly, and quarterly basis. I also created and automated a Swap Monitor report in Power BI, capturing key metrics like notional, NPV, and MM01. In addition to report automation, I supported management-level presentations and broader analytics initiatives. A highlight of my time is finishing as runner-up in the Wells Fargo India Finance Hackathon.
Education
MVHES
Matriculation, High School/Secondary Diplomas and Certificates
2002 — 2007
Bangalore University
Master of Business Administration (MBA), Finance and Marketing
2012 — 2014
UVCE
Bachelor of Engineering, Civil
2007 — 2011
Skills
- Microsoft Word
- Financial Analysis
- Finance
- Construction
- Research
- Ms Excel
- Business Communications
- Sql
- Fixed Income Derivatives
- Powerpoint
- Microsoft Excel
- Ms Power Point
- Retail Banking
- Banking
- Team Management
- Structured Finance
- Investments
- Client Relations
- Autocad
- Collateralized Debt Obligations
- Client Services
- Risk Analysis
- Project Management
- Financial Services
- Civil Engineering
- Return on Investment Analysis
- Management
- Microsoft Office
- Customer Service
- Construction Management
- Project Estimation
- Portfolio Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.