Rajat Agarwal

Investment Performance Analyst | Performance Attribution & Reporting | GIPS, FactSet, Aladdin, BARRA | Driving Accuracy & Insights for Equity, Fixed Income, Alternative, REITs and Multi Asset Class Portfolios and Funds.

Role
Senior Team Leader at FactSet
Location
Hyderabad, TG, IN
LinkedIn followers
500 followers

About Rajat Agarwal

I am an Investment Performance Analyst with 5+ years of experience delivering accurate…

Experience

  1. Senior Team Leader

    FactSet

    Aug 2024 — Present · Hyderabad, IN

    Leading and Managing team members across Hyderabad & Manila, driving accuracy in investment performance reporting.Subject Matter Expert (SME) for end-to-end performance reporting workflows: reconciliation, exception handling, client onboarding, KPI delivery.Enhanced efficiency by implementing standardization & automation projects, cutting turnaround time by 15%.Delivered insights and updates to regional/global leadership, improving strategic decision-making.Tools & Methods: FactSet, Power BI, Excel (Advanced), Attribution methodologies (TWRR, MWRR, Modified Dietz).

Education

  • PRESTIGE INSTITUTE OF MANAGMENT

    Bachelor of Business Administration - BBA

    2014 — 2017

  • Central Academy Gwalior

    12

    2013 — 2014

  • Savitribai Phule Pune University

    Master of Business Administration - MBA

    2017 — 2019

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