![Devika Vartak](https://jobicy.com/react/themes/app/images/avatar.jpg) Devika Vartak # Business Analyst & Strategist Actively looking · Member since 1 Aug 2026 [Message](https://jobicy.com/enter4715.php.md) ShareLocationPune, IndiaDesired salaryfrom 12k USD/yearlyWork preferenceRemote Only / Full TimeExperience levelMid * [Overview](#overview) * [Portfolio 0](#portfolio) * [Services 0](#services) ## About Professional summaryI am a Business Analyst and Strategist with two years of experience in business operations, process improvement, financial services, and data analytics. I currently work at an AMFI-registered mutual fund distribution firm, where I support investor onboarding, transaction reconciliation, portfolio analysis, and operational reporting. I specialize in translating ambiguous business requirements into practical systems, documented processes, dashboards, and repeatable workflows. My work includes requirements gathering, process mapping, SOP development, gap analysis, stakeholder management, and cross-functional collaboration. I designed and deployed an internal operations dashboard using Google Apps Script, JavaScript, HTML, CSS, and Chart.js. The platform integrates six data sources, supports more than 500 client records and transactions, and reduced reporting and manual processing time from approximately four to five hours to around 20 minutes. I have experience analyzing mutual fund and portfolio performance across multiple AMCs and fund categories using metrics such as CAGR, Sharpe ratio, beta, AUM, expense ratios, and maximum drawdown. I also developed standardized commission and TER tracking workflows and scoped a BSE Star MF API integration. I hold an MBA in Business Analytics and a bachelor's degree in Economics, Psychology, and Statistics. My technical and analytical capabilities include advanced Excel, Google Apps Script, Google Sheets, business intelligence reporting, Power BI coursework, SQL in progress, and foundational Python and R coursework. I am interested in opportunities where I can combine business analysis, process improvement, automation, financial analytics, and stakeholder-oriented problem solving to build scalable operational systems and support data-informed decisions. Notice period: Immediately ## Skills 28 capabilities[Advanced Excel](https://jobicy.com/talent/advanced-excel.md)[Business Analysis](https://jobicy.com/talent/business-analysis.md)[Chart.Js](https://jobicy.com/talent/chart-js.md)[Cross Functional Collaboration](https://jobicy.com/talent/cross-functional-collaboration.md)[Dashboard Development](https://jobicy.com/talent/dashboard-development.md)[Data Analysis](https://jobicy.com/talent/data-analysis.md)[Financial Analytics](https://jobicy.com/talent/financial-analytics.md)[Financial Services](https://jobicy.com/talent/financial-services.md)[Fintech](https://jobicy.com/talent/fintech.md)[Forecasting](https://jobicy.com/talent/forecasting.md)[Gap Analysis](https://jobicy.com/talent/gap-analysis.md)[Google Apps Script](https://jobicy.com/talent/google-apps-script.md)[Investment Operations](https://jobicy.com/talent/investment-operations.md)[JavaScript](https://jobicy.com/talent/javascript.md)[KPI Tracking](https://jobicy.com/talent/kpi-tracking.md)[Portfolio Management](https://jobicy.com/talent/portfolio-management.md)[Power BI](https://jobicy.com/talent/power-bi.md)[Process Automation](https://jobicy.com/talent/process-automation.md)[Process Mapping](https://jobicy.com/talent/process-mapping.md)[Python](https://jobicy.com/talent/python.md)[R](https://jobicy.com/talent/r.md)[Requirements Gathering](https://jobicy.com/talent/requirements-gathering.md)[SOP Development](https://jobicy.com/talent/sop-development.md)[SQL](https://jobicy.com/talent/sql.md)[Stakeholder Management](https://jobicy.com/talent/stakeholder-management.md)[Statistical Analysis](https://jobicy.com/talent/statistical-analysis.md)[Supervised Learning](https://jobicy.com/talent/supervised-learning.md)[Workflow Automation](https://jobicy.com/talent/workflow-automation.md) ## Tech stack & tools Working toolkit ### Data Stores [![Image](https://cdn.jsdelivr.net/gh/devicons/devicon@master/icons/mysql/mysql-original.svg) MySQL](https://jobicy.com/talent?tool=mysql.md) ### Languages & Frameworks [![Image](https://cdn.jsdelivr.net/gh/devicons/devicon@master/icons/css3/css3-original.svg) CSS3](https://jobicy.com/talent?tool=css3.md)[![Image](https://cdn.jsdelivr.net/gh/devicons/devicon@master/icons/java/java-original.svg) Java](https://jobicy.com/talent?tool=java.md)[![Image](https://cdn.jsdelivr.net/gh/devicons/devicon@master/icons/javascript/javascript-original.svg) JavaScript](https://jobicy.com/talent?tool=javascript.md)[![Image](https://cdn.jsdelivr.net/gh/devicons/devicon@master/icons/nodejs/nodejs-original.svg) Node.js](https://jobicy.com/talent?tool=nodejs.md)[![Image](https://cdn.jsdelivr.net/gh/devicons/devicon@master/icons/python/python-original.svg) Python](https://jobicy.com/talent?tool=python.md) ## Experience Career history ### Business Analyst & Strategist · Acutus Investments Jun 2025 – PresentOwn end-to-end investor onboarding, documentation, KYC compliance, and transaction reconciliation across 14 AMCs and their RTAs, maintaining accurate records for more than 500 client accounts while supporting SEBI and regulatory compliance. Architected and deployed the firm's internal operations dashboard using Google Apps Script, JavaScript, HTML, CSS, and Chart.js. The system integrates six data sources, supports more than 500 transactions and 40 onboarding workflows, and reduced reporting cycles from four to five hours to approximately 20 minutes. Analyze fund and portfolio performance across 14 AMCs and seven categories using returns, Sharpe ratio, beta, AUM, and expense ratios. Rebuilt commission and TER tracking into a standardized monthly workflow and scoped a BSE Star MF API integration to reduce manual transaction-log entry. ### Business Analyst & Strategy Intern · Acutus Investments Mar 2025 – May 2025Supported investor onboarding, KYC and nominee verification, documentation, and transaction processing across AMCs and RTAs while maintaining accurate operational records. Built Google Sheets and Google Apps Script utilities to automate routine operations and improve data accuracy across client records. Gathered and documented business requirements, mapped operational processes, and supported SOP creation and workflow standardization. ## Education Learning history ### Amity University, Noida 2024 – 2026MBA, Business Analytics CGPA: 8.17/10. Relevant coursework includes Analyzing and Visualizing Data with Power BI, Supervised Learning Techniques, Forecasting Techniques, and Statistics for Management. ### National Stock Exchange (NSE) and IIM Kashipur 2024 – 2025Executive Program, FinTech and Applied Financial Analytics Grade: A+. ### Fergusson College, Pune 2021 – 2024Bachelor of Arts, Economics, Psychology and Statistics CGPA: 8.5/10. Graduated with distinction and 81%. This professional hasn’t added portfolio projects yet. This professional hasn’t listed any services yet.