Hi, Gauri this side! Thanks for visiting my profile. Few points about me: - A result-oriented professional with nearly more than 3 years of experience and a zeal to make a winning career in Financial Planning & Analysis and Investment Banking- Rich understanding of structuring, consolidation, and analysis of financial data along with managing financial accounting, reconciliation statements, and finalization of accounts- Competent in drafting investment plans and asset allocation for clients by using a consultative approach to tailor investment needs of clients based on their financial situation, objectives, returns expectations and risk appetite- Capabilities in imparting advice across a variety of financial products and services along with keeping abreast of new industry’s trends and research market to back up financial consulting- Skilled in appraising the current state of affairs in the equity segment for determining risk levels for various investment portfolios; abilities in predicting the further growth of a company by looking at the fundamental and technical analysis- Possess strong product knowledge of Derivatives (all asset classes) as well as the Investment Industry along with an understanding of developing functional specifications and process flows to establish monthly reconciliation processes as well as rectifying discrepancies- Self-driven with a passion for technology; skilled in grasping the big picture and conceptualizing, developing & applying appropriate concepts that meet business needs while minimizing risks and ensuring compliance with standards.
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AnalystBlackrockBengaluru, Ka, In -
Data Management Associate ( Private Equity Valuations And Captable)Preqin Jul 2023 - PresentBengaluru, Karnataka, India -
Financial AssistantMutual Globe Jul 2021 - Jun 2023Noida, Uttar Pradesh, IndiaKey Responsibilities:- Undertaking the research and analysis of various stocks and mutual fund schemes- Creating spreadsheets using Microsoft Excel for daily, weekly and monthly reports for portfolio review and analysis- Working on the AWS research software by Morning Star on various portfolios Managing work- Assisted and reviewed more than 50 clients portfolios and helped them to boost wealth creation. -
Equity Research InternEquivaluesearch Jul 2022 - Aug 2022Key Responsibilities:- Experiencing of working in the steel and banking sector- Undertook Equity Research, Report Writing, Fundamental Analysis, Economic Analysis (EIC Analysis), Global Investment Research, along with analyzing company results and news. -
Business Development AssociateDigitrama Jan 2021 - Mar 2021India
Gauri Tripathi Education Details
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Banking And Finance -
Business/Commerce, General
Frequently Asked Questions about Gauri Tripathi
What company does Gauri Tripathi work for?
Gauri Tripathi works for Blackrock
What is Gauri Tripathi's role at the current company?
Gauri Tripathi's current role is Analyst.
What schools did Gauri Tripathi attend?
Gauri Tripathi attended Nmims Global, Isabella Thoburn P.g. College.
Who are Gauri Tripathi's colleagues?
Gauri Tripathi's colleagues are Sonal Sinha, Sandeep Kaur, Harsh Aggarwal, Márk Márkly, Sujilal Chandran, Pilgrim Amber, Priyanka Yadav.
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Gauri Tripathi
Data Scientist | Aws Ai & Ml Scholar Winter 2023 | Ai & Machine Learning EngineerIndia
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