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Avijeet Goswami

Business Analyst | SQL | POWER BI | Excel | Data analysis | Python

Bengaluru

< 1 year of work experience

Right Horizons Wealth
Jun 20252 mosJul 2025

Bengaluru

--Designed and implemented a structured Excel framework to capture and standardize client portfolio data across mutual funds, PMS, and AIF products, reducing manual data handling time by ~50%. --Integrated the structured data with Power BI dashboards to enable automated, real-time client portfolio reporting and visual analytics for the advisory team. --Automated data extraction and transformation workflows using Python and Power Query, ensuring accuracy and consistency in month-on-month portfolio updates. --Developed insightful visual reports showcasing key performance metrics, asset allocation trends, and risk analysis to support investment advisory decisions. --Collaborated with cross-functional teams to identify data gaps, streamline reporting processes, and enhance client deliverables. --Gained hands-on experience in portfolio analytics, data visualization, and investment advisory operations within the wealth management domain.

Education

GIBS Business School

PGDM

GIBS Business School

20242 yrs2026
Dr. B.C. Roy Engineering College

Bachelor of Business Administration - BBA, Business Administration and Management, General

Dr. B.C. Roy Engineering College

20183 yrs2021

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Headline

Business Analyst | SQL | POWER BI | Excel | Data analysis | Python

About

I enjoy solving real-world business problems by analyzing data and finding practical solutions. My goal is to create meaningful insights that help businesses make better decisions and achieve results effectively.

Location

Bengaluru

Work experience

Business Analyst at Right Horizons Wealth, Jun 2025 - Jul 2025 · 2 mos, Bengaluru, --Designed and implemented a structured Excel framework to capture and standardize client portfolio data across mutual funds, PMS, and AIF products, reducing manual data handling time by ~50%. --Integrated the structured data with Power BI dashboards to enable automated, real-time client portfolio reporting and visual analytics for the advisory team. --Automated data extraction and transformation workflows using Python and Power Query, ensuring accuracy and consistency in month-on-month portfolio updates. --Developed insightful visual reports showcasing key performance metrics, asset allocation trends, and risk analysis to support investment advisory decisions. --Collaborated with cross-functional teams to identify data gaps, streamline reporting processes, and enhance client deliverables. --Gained hands-on experience in portfolio analytics, data visualization, and investment advisory operations within the wealth management domain.

Education

PGDM, GIBS Business School

Bachelor of Business Administration - BBA, Business Administration and Management, General, Dr. B.C. Roy Engineering College

Avijeet Goswami - Business Analyst in Bengaluru | Tal