Apurva Goyal Email & Phone Number

Washington, United States

Diligently supported investment team in supervising and managing IFC's investment portfolio in AfricaCollaborated with investment officers to develop insightful reports tailored for each of Africa's five regional directors offering insights including volume, asset quality, profitability among othersProactively participated in developing best practice Probability of Default (PD) and Loss Given Default (LGD) templates for portfolio projects, aiming to standardize and enhance report quality for improved internal scoring and comprehensive project risk assessmentMaintained and updated the extensive portfolio database, capturing all projects in the MAS Africa portfolio, ensuring accuracy and up-to-date information for informed decision-making

London Area, United Kingdom

Conducted research on asset managers offering cash driven investment solutions for UK DB pension schemes to identify key differentiators and value propositionsProvided qualitative and quantitative analysis to compare cash driven investment strategy with traditional investment approaches

Gurugram, Haryana, India

Member of Merrill Lynch’s Chief Investment Office (CIO) Team; used market data tools like FactSet, MorningStar Direct and Bloomberg to provide insights and solutions across portfolio management activitiesEvaluated 100+ exchange traded funds (ETF) by using robust quantitative and qualitative analysis to facilitate financial advisors in selecting investment strategiesCollaborated with wealth management analysts to build client proposals using 150+ model portfolios, taking into consideration factors such as minimum investments, client’s risk appetite, tax sensitivity among othersSteered due diligence by liaising with global asset management companies to source market sensitive information for mutual funds, exchange traded funds and separately managed accountsConceptualized a coherent database for the ETF CIO Team, reducing the information retrieval time by 60% leading to quicker investment decisions

Gurgaon, Haryana, India

Ludhiana Area, India

Calculated the viability for adding new manufacturing unit for the company using net present value analysis and internal rate of returnScrutinized the financial reports to analyze the adaptability of the Indian Accounting Standards

Ludhiana Area, India

Offered recommendations and advisory notes to clients based on the comparison of expected market notions with actuals to determine gainers and losers

Masters In Finance, Finance

MFIN Merit Scholar Co-Chair Gender Equality Group

Bachelor Of Commerce - Bcom