Vishal Bhardwaj
Assistant Manager @State Street
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WORK HISTORY
Assistant Manager @State Street
Bengaluru, IN
Performance analysis and Attribution (i.e. absolute and relative portfolio performance to factors including security selection, asset allocation, currency, etc.)- Reconcile and update portfolio/benchmark performance and validate, identify, investigate and resolve security level discrepancies at the transaction, position, and pricing level in Global Performance Measurement and Risk applications- Retrieve, validate and upload data from various source/vendor systems and upload to the department’s applications.
EDUCATION
Apeejay School of Managemant
PGDM, Finance
Kendriya Vidyalaya JNU campus
Commerce
Delhi University, Motilal Nehru College
Bachelor of Commerce Honours, Commerce
ABOUT VISHAL BHARDWAJ
A seasoned research professional with over a decade of experience in investment, financial, and business research, excels in delivering high-quality insights to clients, including Fortune 500 investment banks and corporations. Currently serving as an Assistant Manager at State Street Corporation, he specializes in reconciling and analyzing accounting and performance data, resolving discrepancies, and addressing client requirements through customized reports. Previously, at Mercer India Private Limited, he demonstrated expertise in preparing performance reports for various investment clients, analyzing investment options, and mentoring junior team members.
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