Swaroop Bharadwaj
Wealth Management | Client Reporting | Investment Analytics | Market Research | Due Diligence | Financial Modelling | Data Storytelling with Excel, Power BI & Tableau
- Role
- Financial Analyst at Acuity Analytics
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
Experience
Financial Analyst
Oct 2025 — Present · Bengaluru, IN
Supporting global asset managers under the Wealth Management team by preparing and delivering accurate, high-quality client and fund reports.Analyzing portfolio data, fund performance, and investment strategies to create branded and non-branded reports, sales kits, and pitchbooks.Involved in due diligence, financial modeling, and fund marketing analytics to support client decision-making.Transforming large financial datasets into visual and actionable insights using Excel, Power BI, and Tableau.Collaborating with cross-functional teams to maintain data accuracy, streamline reporting processes, and ensure timely client deliverables.Strong focus on attention to detail, data validation, and process documentation (SOPs) to maintain reporting consistency and quality.
Education
SSMRV College
Bachelor of Commerce - BCom, Accounting and Finance
Christ University, Bangalore
Master of Business Administration - MBA, Finance and Financial Management Services
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.