AKSHAY MHATRE
Team Lead - Public & Private Equity Data Operations
Navi Mumbai,Maharashtra
Summary
Dynamic finance professional with over 7 years of experience in financial research and data operations, currently leading a team of 14 analysts at Morningstar. Expertise in people leadership, process excellence, and data quality management, consistently achieving over 99% accuracy and driving double-digit efficiency improvements. Proficient in cross-functional collaboration, stakeholder management, and mentoring, with strong technical skills in SQL, Power BI, and advanced Excel. Committed to leveraging leadership capabilities in financial markets operations and enhancing data-driven decision-making processes.
Overview
8
8
years of professional experience
Work History
Team Lead – Public Equity Data Operation
Morningstar Inc.
01.2023 - Current
- Led the Public Equity Data Operations team, improving data accuracy by 15% and reducing reporting turnaround time by 20% through streamlined workflows and enhanced data validation processes.
- Mentored and upskilled 14+ analysts, resulting in a 25% improvement in productivity and fostering a continuous improvement culture within the team.
- Drove cross-functional collaboration with technology and research teams, achieving seamless project execution and optimizing data flow across multiple departments.
- Spearheaded integration of advanced data tools (including Power BI and SQL automation), boosting data visualization efficiency by 30% and enabling more insight-driven decision-making.
- Established robust quality assurance protocols, minimizing data discrepancies by 20% and ensuring 100% compliance with governance standards.
- Facilitated structured team meetings and project reviews, increasing transparency and improving on-time project delivery by 15%.
- Promoted employee engagement and recognition, leading to a notable improvement in morale and a 10% reduction in attrition.
- Implemented coaching and development programs, enhancing skill levels and achieving a consistent 95%+ accuracy rate across deliverables.
- Regularly evaluated team performance, designing targeted training interventions that led to measurable improvements in output quality and efficiency.
Quality Analyst – Private Market Data Operations
Morningstar Inc.
01.2022 - 12.2022
- Developed and executed quality assurance protocols, enhancing data accuracy by 25%.
- Collaborated with IT to implement automated testing tools, reducing manual workload by 30%.
- Conducted root cause analysis of data discrepancies and implemented corrective actions.
- Provided training and support to team members on quality standards and best practices.
- Prepared detailed reports on quality metrics for senior management review.
Senior Data Analyst - Private Market Data Operations
Morningstar Inc.
07.2020 - 12.2021
- Conducted in-depth financial data analysis, contributing to major company projects and reports.
- Developed and supported data models and dashboards, enabling better decision-making processes.
- Helped onboard and train new research associates, ensuring smooth transitions and adherence to standards.
- Participated in cross-functional projects, providing data insights and recommendations.
- Ensured data integrity and accuracy through rigorous validation and verification processes.
Data Analyst - Private Market Data Operations
Morningstar Inc.
09.2018 - 06.2020
- Collected and analyzed financial data from various sources, ensuring prompt and accurate reporting.
- Supported senior analysts in preparing financial reports and presentations.
- Identified and resolved data discrepancies, maintained high data quality standards.
- Contributed to the development of new data collection methodologies.
- Maintained and updated financial databases and systems.
Relationship Manager
HDFC Securities
11.2017 - 09.2018
- Managed a portfolio of high-net-worth clients, providing personalized financial advice and services.
- Achieved an 18% increase in client retention through effective relationship management and customer service.
- Conducted market research and analysis to inform clients of investment opportunities.
- Resolved client issues promptly, ensuring high satisfaction levels.
- Developed and delivered financial presentations, simplifying complex data for clients.
Education
MBA - Finance
Bharati Vidyapeeth's IMSR, Mumbai University
Belapur01.2017
Skills
Timeline
Team Lead – Public Equity Data Operation
Morningstar Inc.
01.2023 - Current
Quality Analyst – Private Market Data Operations
Morningstar Inc.
01.2022 - 12.2022
Senior Data Analyst - Private Market Data Operations
Morningstar Inc.
07.2020 - 12.2021
Data Analyst - Private Market Data Operations
Morningstar Inc.
09.2018 - 06.2020
Relationship Manager
HDFC Securities
11.2017 - 09.2018
MBA - Finance
Bharati Vidyapeeth's IMSR, Mumbai University