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
Senior Team Leader
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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