Adam Siddiqui
Mumbai
Summary
Dedicated financial professional with a successful track record at Morningstar, bringing 5 years of experience in financial analysis. Proven expertise in leveraging Morningstar's tools and platforms to drive accurate financial analysis, insightful research, and informed decision-making.
Overview
6
6
years of professional experience
Work History
Data Research Analyst
Morningstar, Inc
Mumbai
08.2018 - Current
- Worked as data research analyst for Equity data team
- Assisted company is gathering relevant equity research data for analysis & rating
- Developed ML models to automate various tasks related to data collection and analysis.
- Maintained above standard efficiency
HNI-Relationship Manager
HDFC bank
Mumbai
01.2018 - 07.2018
- Build and maintain strong relationships with both new and existing customers .
- Provided expert advice on a wide range of banking solutions, including savings accounts, loans, credit cards, and investment options.
Education
MBA - Finance
Bharti Vidyapeeth Institute of Management Studies
Navi Mumbai06.2017
Bachelor of Management Studies - Finance
S.K Somaiya College
Mumbai06.2014
Skills
- SKILLS & ABILITIES
- Data Analysis: Strong analytical skills to gather, interpret, and manipulate financial data from various sources
- Process Development: Initiated methodology updating as per basel/EPRA norms
- Tech enhancement: Conducted pilot testing of the new tech enhancement (AL & DCG model)
- Trainer : trained new joiners on methodology and process
- IFRS certified from Pro school
- Jira, sharepoint ,SQL, Machine learning, MS office
projects and initiatives
- Worked on pilot batch for BFSI industries and successfully implemented various methodology and research work
- Successfully handled the transition of work from shenzhen to Mumbai office
- worked on process development project - Activity login testing, raised various bugs and successfully implemented in the process
Timeline
Data Research Analyst
Morningstar, Inc
08.2018 - Current
HNI-Relationship Manager
HDFC bank
01.2018 - 07.2018
MBA - Finance
Bharti Vidyapeeth Institute of Management Studies
Bachelor of Management Studies - Finance
S.K Somaiya College
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