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
Effective team leadership
Efficiency enhancement
Financial analysis expertise
Data-driven performance analysis
Interdepartmental teamwork
Proficient in automated testing tools
Client engagement strategies
Expertise in Microsoft Excel
Proficient in Pitchbook and Morningstar Direct
Proficient in Power BI for data visualization
SQL proficiency for data analysis
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