Driven Associate manager with a passion for alternative investments at Formidium Fund Services. Proven ability in asset valuation, performance measurement, and regulatory reporting, ensuring accurate and timely financial data.JK Lakshmipat University MBA graduate with a strong analytical background. Gained hands-on experience through internships (e.g., benchmarking analysis of cement companies at Udaipur Cement Work Ltd. under the mentorship of CFO Mr. Pranav Chitre) and live projects (e.g., derivatives forecasting collaboration with University of Toronto). Successfully completed a project on open access of Digital transformation for business in collaboration with Boston Consulting Group, demonstrating expertise in applying technology to optimize business processes. Eager to learn and contribute to the ever-evolving financial landscape.
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PresidentThe Beauty BeansRajasthan, India -
Associate ManagerFormidium Jan 2024 - PresentJaipur, Rajasthan, IndiaAssisted with the preparation of financial statements for the fund, investor capital account statements, and NAV calculations in accordance with GAAP and industry standardsMaintaining relationships with investment managers, brokers, and service providers to facilitate efficient investment operationsCollaborating with external auditors during the annual audit process, providing documentation and responding to inquiriesAssisting in the onboarding of new funds including Hedge Funds, Real Estate, Private Equity & Cryptocurrencies', performing due diligence on accounting systems.Stayed up-to-date on regulatory changes and industry best practices for alternative investment fund administration.Conducting and monitoring daily, monthly, and quarterly reconciliations of fund activity, ensuring accuracy and completeness of financial data. -
Senior AssociateFormidium Jul 2022 - Jan 2024Jaipur, Rajasthan, India -
AssociateSudrania Fund Services Jul 2021 - Aug 2022Jaipur, Rajasthan, India -
PresidentThe Beauty Beans Jul 2017 - Jan 2023JaipurTHE BEAUTY BEANS, Founder & President, 2017 - present, A social organization working for women empowerment and child education & development, VRIDHI, Worked on project 'VRIDHI', targeted 978 govt. schools & more than 5500 students with the message of menstrual hygiene, HIV prevention project, Organized Social campaigns on HIV prevention project 'save & care'., Career development program, Organized a project on career development program '(ATCDP)', collaboration with smile foundation. -
Marketing Research InternAppsource Technologies Pvt Ltd-Recognised By Startup India A Govt. Of India Initiative Aug 2020 - Jan 2021Delhi, IndiaConducted meeting & training with Ed-institutions and education ministries Formulated analysis on industry trends and positioning of the company Strategy making and ImplementationAssisted in marketing & advertising promotional activities and promotional presentation. -
Financial AnalystJk Lakshmi Cement Ltd. May 2020 - Jul 2020Udaipur, Rajasthan, IndiaProject: "Benchmarking Comparison between Cement Industry In terms of Ratio analysis" of Udaipur Cement Works LimitedAnalyzed the financial performance of cement industryAscertained financial position of selected companies on the basis key ratio/parameterCompared the valuation & profit earning of the selected cement industry Analyzed equity research and market research between various companies.Created financial strategies to optimize portfolio performance and reduce risk. -
Research AnalystBoston Consulting Group (Bcg) Apr 2020 - Jun 2020Open Access Digital Transformation, Boston consultancy Group, Project certification on Open Access Digital Transformation
Gargi Gautam Skills
Gargi Gautam Education Details
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Jk Lakshmipat UniversityBusiness/Commerce, General
Frequently Asked Questions about Gargi Gautam
What company does Gargi Gautam work for?
Gargi Gautam works for The Beauty Beans
What is Gargi Gautam's role at the current company?
Gargi Gautam's current role is President.
What schools did Gargi Gautam attend?
Gargi Gautam attended Jk Lakshmipat University.
What skills is Gargi Gautam known for?
Gargi Gautam has skills like Leadership, Business Strategy, Microsoft Office, Management, Microsoft Word, Project Management, Teamwork, Presentation Skills, Business Development, Financial Modeling, Analytical Skills, Management Information Systems.
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Gargi Gautam
Process Associate At Epic Investment Partners || Acca (Skill Level) || Financial Modelling And Valuation ||New Delhi -
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