Rashmi Agarwal
Chartered Accountant | Private Credit | CFA L1 Cleared
- Role
- Associate at Ares Management
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Rashmi Agarwal
Chartered Accountant and CFA Level I certification holder with experience across…
Experience
Associate
Nov 2023 — Present · Mumbai, IN
Review and validate transactions (~90+) across alternative credit, direct lending, and private equity portfolios, ensuring compliance with deal terms and fund mandates.Conduct daily P&L variance checks and exposure reconciliations, strengthening portfolio monitoring and control frameworks.Track accruals and non-accrual positions on preferred securities, highlighting potential credit and reporting risks.Collaborate with investment, operations, and risk teams to monitor portfolio performance and provide exposure insights.Built and automated quarterly risk/financial checks in Power BI, improving accuracy and reducing reporting turnaround time.Maintain and update key transaction and issuer data in internal systems to support investment decision-making and regulatory reporting.
Education
The Institute of Chartered Accountants of India
Chartered Accountant
St Joseph's Public School
Commerce
2017 — 2017
Indira Gandhi National Open University
B.Com (A&F), Accounting and Finance
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.