Headline

Business Analyst | PGDM Finance – BIMTECH | 1+ Year at PE Front Office | Investment & Financial Operations | Client Implementation | Financial Reporting & Analytics | PE/VC Technology

About

As an Assistant Manager at PE Front Office, contributed to the hybrid role of Business Analyst and Product Implementation, acting as the main liaison among clients, business stakeholders, and technology teams. Worked on end-to-end requirement gathering, analysis, and documentation for institutional clients in Private Equity, Venture Capital, and Private Credit across North America, Asia, and India. Supported field mapping, workflow analysis, and development task coordination to ensure alignment with client needs. PGDM in Accounting and Finance at Birla Institute of Management Technology (BIMTECH), with prior internships focusing on financial feasibility analysis, strategic investment recommendations, and financial modeling. Skills include organizational consulting, SaaS implementation, and product optimization, with certifications in Bloomberg Market Concepts and Data Analytics from Forage. Passionate about driving effective technology solutions for investment management challenges.

Location

Gurugram

AI stack

gemini

openai

ChatGPT

ChatGPT Images

Work experience

Assistant Manager at PE Front Office, Apr 2025 - Present · 1 yr 6 mos, Gurugram, ● Worked in a hybrid Business Analyst and Product Implementation role, acting as the primary liaison between clients, business stakeholders, and the technology team across the complete client requirement lifecycle. ● Owned end-to-end requirement gathering, analysis, and documentation (BRDs/FRDs) for institutional Private Equity, Venture Capital, and Private Credit clients across North America, Asia, and India. ● Analysed client business processes to identify gaps in the existing product; mapped fields and workflows and translated business requirements into structured functional specifications for the technology team. ● Raised and tracked development tasks and coordinated with engineering teams for implementation, working within Agile/Waterfall SDLC practices. ● Worked across core product modules - Deal Pipeline, Due Diligence, Portfolio Companies, Funds, Investors, Investor Portal, and Reporting - as well as financial modules including FIN/KPI, NAV, IRR, cashflows, valuation, bonds, and convertible notes. ● Led UAT and functional testing of reports, dashboards, configurations, integrations, and new product enhancements; identified discrepancies, coordinated defect resolution with the technology team, and validated fixes prior to client sign-off. ● Executed client implementation and data migration activities spanning fund, investor, and portfolio company data migration, document migration, data validation, and configuration across 80-100+ Funds/SPVs and 900+ Portfolio Companies. ● Conducted product walkthroughs and training sessions for client teams and supported clients with application issues, user access, reports, and other functional queries. ● Used Advanced Excel (Pivot Tables, VLOOKUP, Macros), Power BI, and Bloomberg Terminal for financial data analysis, reconciliation, and management reporting.

Summer Finance Intern at Balmer Lawrie & Co. Ltd., May 2024 - Jun 2024 · 2 mos, Mumbai, • Conducted financial feasibility analysis and capital budgeting for a proposed ₹48 Crore manufacturing plant expansion project. • Performed market research and industry analysis to support strategic investment recommendations in the food processing and pharmaceutical sectors. • Developed financial models including NPV, IRR, and Payback Period calculations to assess project viability.

Executive Member at YSBC (Yunus Social Business Centre) BIMTECH, Sep 2023 - Jun 2025 · 1 yr 10 mos, Noida, Uttar Pradesh, India

Education

PGDM Core, Accounting and Finance, Birla Institute of Management Technology (BIMTECH)

Bachelor of Commerce - BCom, Accounting and Finance, Devi Ahilya Vishwavidyalaya

Public links

linkedin.com: https://www.linkedin.com/in/dj0405