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Barbie Goel

Barbie Goel

Manager, Investments

Followers of Barbie Goel3000 followers
location of Barbie GoelGurugram, Haryana, India

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  • Timeline

  • About me

    Chartered Accountant | Manager at EY | Working on E-invoicing project in India, Kingdom of Saudi Arabia (KSA), Malaysia

  • Education

    • S.D Vidya Mandir

      2009 - 2011
      Higher secondary CBSE

      Excelled in studies along with active participation in extra co-curricular activies like dance, skit, debate, art, speech and other activities

    • Kurukshetra University

      2011 - 2014
      Bachelor of Commerce - BCom Business/Commerce, General

    • The Institute of Chartered Accountants of India

      2011 - 2015
      Chartered Accountancy 61%

      Cleared all levels of CA examination in first attemptCompleted CA before the statutory age of having membership (i.e. 21)

  • Experience

    • Trident Group India

      Oct 2015 - Jun 2019
      Manager, Investments

      Investments and trading for portfolio of Rs 400 crs- Efficient deployment across different debt instruments (Govt. bonds, corporate bonds,CDs, CPs etc ) to maximise portfolio yield- Evaluate suitability of new products to Comapny operations, exploring various investment opportunities & develop insight into market trends- Macro economic analysis of indian economy to update senior management on market news, Events and evolving trends- Preparing market presentations for various meetings- Supervising short term surpluses of the company being invested in various instruments (primarily in debt funds/FDs)- Represent the company and manage cordial relationships with banks, wealth advisors, AMCs & other service providers Show less

    • EY

      Jul 2019 - now

      • Manager

        Oct 2022 - now

      • Senior Consultant

        Jun 2021 - Sept 2022

      • Consultant

        Jul 2019 - Jun 2021

  • Licenses & Certifications

    • EY exceptional performance award in the category of “Digital Transforming”

      EY
      Jun 2020

    • EY exceptional performance award in the category of “Intellectual Stimulating”

      EY
      Dec 2019

    • ChatGPT for Marketing, Content, Social Media, and PR

      Udemy
      Feb 2024
      View certificate certificate

  • Honors & Awards

    • Awarded to Barbie Goel
      I am exception award Ernst and Young March 1, 2020 Received EY I am exceptional award in the category of Intellectual stimulating