ANKIT KUMAR
Summary
Finance professional with two years of experience as a Data Research Analyst at Morningstar, specializing in global equity markets. Proficient in analyzing financial statements, identifying investment opportunities, and delivering actionable insights that drive strategic decisions. Demonstrated expertise in enhancing data accuracy, streamlining processes, and collaborating with cross-functional teams to improve operational efficiency. Known for a meticulous approach to research and a commitment to providing clients with high-quality, reliable data to inform their investment strategies. Eager to leverage analytical skills and financial acumen to contribute to continued success in the finance industry.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Data Research Analyst
Morningstar
12.2022 - Current
- Conducted in-depth research and analysis of company data, ensuring timely and accurate reviews.
- Applied research methodologies to meet production and quality targets, achieving objectives under team lead guidance.
- Contributed to process improvements and quality initiatives by implementing innovative data collection methods.
- Worked in the Swing Research Program, focusing on private market datasets and conducting research on private company data.
- Collaborated on the Inconsistency Check project to maintain data consistency and integrity.
- Participated in the Greater Expectancy project to detect major defects in files, preventing the publication of incorrect data.
Relationship Manager
ICICI Bank
03.2021 - 05.2021
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Education
Masters of Business Administration -
IMED, Bharati Vidyapeeth
01.2021
Bachelors of Business Administration -
IMED, Bharati Vidyapeeth
01.2019
Skills
- Excel
- MS Office
- Financial modelling
- Power BI
- Strategy management
- Research
- SQL (Beginner)
Accomplishments
- Received Thank You Card on the month of June 2024 for extra ordinary performance in the team and also maintaining quality above 99%.
- Awarded with the Best Intern for achieving target and qualified for domestic immersion program.
- 4th Position in academics in first year of college (always in top 10 students)
Internship
- Wealth Management Intern, UAS International, 05/01/20, 08/31/20, Sale manager (Life Insurance), Get new client for the origination, Maintain relationship with new and existing client
- Sales Associate, Aditya Birla Sun life insurance, 01/01/18, 02/28/18, Sale associate (Life Insurance), Connect client through calls, Maintain relationship with new and existing client
Certification
- Financial Literacy Program (BSE)
- Advance Excel
- Financial modelling (PSM CFA L1)
- Certified Investment Banking Operations Professional (Imarticus Learning)
- Foundation Operations Management (IIMBx)
Timeline
Data Research Analyst
Morningstar
12.2022 - Current
Relationship Manager
ICICI Bank
03.2021 - 05.2021
- Financial Literacy Program (BSE)
- Advance Excel
- Financial modelling (PSM CFA L1)
- Certified Investment Banking Operations Professional (Imarticus Learning)
- Foundation Operations Management (IIMBx)
Masters of Business Administration -
IMED, Bharati Vidyapeeth
Bachelors of Business Administration -
IMED, Bharati Vidyapeeth
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