Sakchhi Agarwal, Frm Email & Phone Number

Bengaluru, Ka, In

Bengaluru, Karnataka, India

Liquidity risk Management (Equity): Using Tableau in monitoring several metrics such as Market Impact for 100% Liquidation, Portfolio Risk, Tracking error, Beta, Active share, Fund flows, Leverage, ROE, LCR, Market value liquidated in 1 day, etc. I was engaged in the following responsibilities:• Monitoring Individual fund reports to observe the liquidity trends of different funds• Monitoring Data Quality reports to identify data gaps• Monitored Middle East indicators given the Middle East tensions ongoing during my time with State StreetBusiness intelligence - Data Stewardship : • Managing, analyzing and resolving data initiative issues using CRM tool to check the quality of data and processing it• Research and determine firm classifications according to predefined rules• Track client data metrics including number of clients, number of hierarchies and number of new clients• Act as client subject matter subject matter expert to internal team members (e.g. developers and Product Managers) to help identify reporting and system requirements• Coordinate with internal partners to design and implement client hierarchies

Jamshedpur, Jharkhand, India

Managed daily cash operations, ensuring efficient handling of financial transactions.Performed dual-entry accounting and conducted bank reconciliations to maintain accurate financial records.Created and managed invoices, monitoring portfolio performance and tracking liquidity risk.Oversaw portfolio management activities, analyzing financial records to ensure accuracy and compliance.Evaluated liquidity to safeguard the organization’s financial stability.

Cfa Young Women In Investmentbootcamp, Finance

Selected as one of the participants of the esteemed CFA YWI(Young Women in Investment) initiative amongst 40 exceptionally talented women.

Bachelor'S Degree, Economics, 9.4 Cgpa

Activities and Societies: Member of Toastmasters Club volunteer at college events and City Events

High School Diploma, Business/Commerce, General, 93.8

Activities and Societies: Bronze Medalist at District block for Shot Put and Discus Throw.