Aashish Sehgal

Experience

• 

  Diyara S.M.E Fincorp

  Apr 2016 - Mar 2018

  Financial Consultant

  • Analyzing and interpreting the Annual Financial Statements and reports for various SME segment clients.• Converting the raw business ideas of entrepreneurs into bankable projects and turning their plans into real business ventures by preparing various financial reports and workpapers (e.g. credit monitoring arrangements) as per the need of the projects.• Preparing financial projections and reports to help the clients raise funds from various banks and financial institutions for working capital requirements, capital expenditure and certain specific requirements pertaining to the project. Show less

• 

  HDFC Bank

  Apr 2019 - May 2019

  Summer Intern

  • Act as a liaison between the clients and the bank, which includes analyzing clients’ financial needs and their business to recommend various retail and business products offered by the bank.• Evaluation of customers’ portfolio through various financial statements.• Understand the product range of the bank whilst supporting the sales and operations team with various in-branch activities.• Provide superior customer service while assisting and supporting in various aspects of service and maintaining long term customer relationships. Show less

• 

  Blackstone Wipro CoE

  Apr 2020 - Feb 2022

  • Work on various work-papers for internal and external disclosures/compliances with reference to multiple funds.• Participate in various cross divisional initiatives and perform system enhancement and analyze and resolve all fund related issues effectively.• Identifying gaps in various processes and activities and work on its enhancement to improve efficiency and accuracy.• Work on various crucial projects for internal disclosures. • Prepare the Financial Statements and supporting work-papers for both internal and external reporting.• Work on NAV calculation, Capital Account Statements and investor specific ad-hoc requests.• Perform activities such as Distributions, Capital Calls, Management Fees for various funds in the waterfall applications and preparing work-papers and reports for the same.• Prepare Line of Credit work-paper for multiple funds.

  • Analyst - Real Estate Fund Financing

    Jun 2021 - Feb 2022

  • Management Trainee - Real Estate Fund Financing

    Apr 2020 - May 2021
• 

  Macquarie Group

  Feb 2022 - Dec 2023

  • Managing a portfolio of a wide range of infrastructural assets - renewable energy, ports, social housing, airports etc.• Reviewing business plans, financial models, management accounts, operating reports and various other borrower reportings.• Working on a wide range of consent requests and waivers for multiple assets.• Writing credit reports based on asset and sector's performance.

  • Assistant Manager - Portfolio Management

    Apr 2023 - Dec 2023

  • Executive - Portfolio Management

    Feb 2022 - Mar 2023
• 

  CareEdge Group

  Dec 2023 - now

  Analyst