Poetries and stories
Ankita Bhatta
Investment Research Analyst
Pune
Summary
Investment Research Analyst with experience in alternative data analytics, macroeconomic research, financial data management, and investment research support for US-based clients. Skilled in tracking consumer trends, labor-market indicators, earnings data, credit metrics, and e-commerce performance datasets using Excel-based reporting systems. Experienced in data validation, KPI tracking, market intelligence, and stakeholder coordination within deadline-driven research environments.
Overview
4
4
Languages
5
5
Certifications
8
8
years of professional experience
Work History
Investment Research Analyst
Zenworx Knowledge Partners LLP
12.2024 - Current
- Managed recurring Excel-based reporting trackers for a US investment firm across daily, weekly, monthly, and quarterly reporting cycles.
- Monitored alternative-data datasets capturing TikTok hashtag performance, video engagement metrics, and social media visibility trends for companies and products under research coverage.
- Conducted Google Trends keyword tracking and search-interest analysis to support investment and market research initiatives.
- Tracked monthly delinquency metrics for major US credit card providers, including account volumes, principal receivables, and days-past-due (DPD) categorizations.
- Collected and maintained macroeconomic datasets, including Consumer Sentiment Index, Consumer Expectations Index, Current Situation Index, consumer spending, savings, and labor-market indicators sourced from Federal Reserve databases and the US Bureau of Labor Statistics (BLS).
- Collected and updated Gross Merchandise Value (GMV) datasets across beauty brands and e-commerce platforms using Yipit alternative-data sources.
- Collected and analyzed earnings reports, investor presentations, and corporate disclosures to update financial models and KPIs supporting EPS calculations across Hospitality and Healthcare sectors.
- Categorized and mapped companies across sectors and sub-sectors to support structured investment research coverage and comparative analysis.
- Supported ad hoc desk research projects involving secondary research, data collection, validation, and market intelligence gathering.
- Performed data validation, quality checks, and timely reporting updates within deadline-driven investment research workflows.
Senior Associate
CRISIL Ltd
11.2022 - 05.2024
- Worked on financial data gathering, data enrichment and data maintainence for US Public Finance entities particular to the infrastructure sector
- Worked on data delivering to the analytical stakeholders and ensuring that the data delivered be of topmost quality with respect to accuracy and utility in order to derive insightful and accurate conclusions out of it
- Extracting data from required source documents and putting them into required in house templates for analytical use
- Helped in certain ancillary tasks related to smooth introduction of the new data application to the team and also solving queries wherever required
- Checking files processed by new joiners and helping them know the process better
- Providing analytical insights to the data being updated wherever required
- Communicating with analytical counterparts to understand their requirements in a better manner and guiding the team on the same.
ASSOCIATE
Crisil
03.2021 - 11.2022
- Worked on financial data gathering, data enrichment and data maintainence for US Public Finance entities particular to the infrastructure sector
- Worked on data delivering to the analytical stakeholders and ensuring that the data delivered be of topmost quality with respect to accuracy and utility in order to derive insightful and accurate conclusions out of it
- Extracting data from required source documents and putting them into required in house templates for analytical use
- Worked on in-house application business side testing for data storage
- Created required test cases, suggested enhancements and derived bugs wherever required for the enhancement of front level utilization of the application being tested.
Trainee Equity Trader
Capstone Securities Analysis Private Ltd.
04.2019 - 12.2020
- Taking buy and sell decisions and punching trades into the system on the basis of these decisions with a total buying power of $60000 and a tier size of 100
- Creating a watchlist of stocks on the basis of certain parameters like Average Daily Volume(ADV), Average True Range (ATR), Price and Beta
- Conducting a daily technical analysis on the basis of certain indicators like Pivot Point Analysis, Candlestick patterns, Volume and Trend analysis
- Collecting data from websites such as Bloomberg, Marketwatch, Reuters, Earnings Whisper about economic, political and sectoral events and company quarterly earnings data
- Predicting day's trends of the stocks on the basis of the trends of the underlying index like DOW Jones and S&P 500, important economic, political and sectoral events and events in the global markets.
Learner Equity Trader
Capstone Securities Analysis Private Ltd.
02.2018 - 03.2019
- Taking buy and sell decisions and punching trades into the system on the basis of these decisions with a total buying power of $10000 and a tier size of 10
- Creating a watchlist of stocks on the basis of certain parameters like Average Daily Volume(ADV), Average True Range (ATR), Price and Beta
- Conducting a daily technical analysis on the basis of certain indicators like Pivot Point Analysis, Candlestick patterns, Volume and Trend analysis
- Collecting data from websites such as Bloomberg, Marketwatch, Reuters, Earnings Whisper about economic, political and sectoral events and company quarterly earnings data
- Predicting day's trends of the stocks on the basis of the trends of the underlying index like DOW Jones and S&P 500, important economic, political and sectoral events and events in the global markets.
Education
MBA - Finance
Jayawantrao Sawant Institute of Management
Pune 04.2001 -
B.Com - Costing
University of Pune
Pune06-2015
Higher Secondary School Certificate - Commerce
Natwarlal Maniklal Dalal College of Arts And Commerce
Gondia04-2012
Secondary School Certificate -
Gujrati National High School
Gondia04-2010
Skills
Microsoft Excel
Investment Research Support
Alternative Data Analytics
Macroeconomic Research
Financial Data Management
Consumer Trend Analysis
Equity & Market Research
Reporting & Data Validation
Earnings & KPI Analysis
Technical Analysis
Market Intelligence
Public Finance Data Analysis
Stakeholder Coordination
Accomplishments
Received YMD award for suggesting the highest number of requirements, test cases and finding highest number of bugs as a part of in-house business application testing team .
Implemented the first use case of artificial intelligence in my current organisation for managing various trackers.
Certification
Data Analysis with Spreadsheets and SQL - Meta
Interests
Cooking
Reading
Fitness and strength training
Timeline
Investment Research Analyst
Zenworx Knowledge Partners LLP
12.2024 - Current
Senior Associate
CRISIL Ltd
11.2022 - 05.2024
ASSOCIATE
Crisil
03.2021 - 11.2022
Trainee Equity Trader
Capstone Securities Analysis Private Ltd.
04.2019 - 12.2020
Learner Equity Trader
Capstone Securities Analysis Private Ltd.
02.2018 - 03.2019
MBA - Finance
Jayawantrao Sawant Institute of Management
04.2001 -
B.Com - Costing
University of Pune
Higher Secondary School Certificate - Commerce
Natwarlal Maniklal Dalal College of Arts And Commerce
Secondary School Certificate -
Gujrati National High School