Proven Data Research Analyst with a track record at Morningstar India, where I leveraged advanced Excel functions and regression analysis to drive data-driven solutions, enhancing project delivery by 30%. Demonstrated leadership and problem-solving skills ensured the success of cross-functional teams. Excelled in fast-paced environments, mastering time management and multitasking.
Financial Modelling
SQL Basic
PowerBI
Adv Excel
1. Annual Report: Worked with the Company ops team where The Company Operations team collects basic operational data of equity companies for Morningstar’s global equity coverage and Successfully delivered processing the Annual Report of more then 65000 public companies.
2. Business Segmentation: The project includes classification of companies into different industries and sectors as per Morningstar’s Global Equity Classification Structure. The process is critical, because only when a company’s basic operational data is collected; it flows downstream for other teams to collect other datasets. The total coverage stands at roughly 62,000 companies covering more than 140 exchanges globally.
3. LEI Research: Spearheaded the Legal Entity Identifier Project, ensuring to delivered the accurate date to the Client to met the business requirement.
4. Hierarchy Details: To provide entity mapped data to clients along with Entity Hierarchy Data including direct subsidiaries, indirect subsidiaries, parent, and ultimate parent details. As a Project Owner, we publish the Entity Data, where the client would be having the entire hierarchy page under single Group Entity Id – (GEI).
5. DUNS Mapping: The main purpose of DUNS Mapping is to map the correct Company ID with the DUNS ID that our team receive from D&B. It helps us map the accurate Business name provided by D&B and the Company name present in our Database. Here are the relevant sources including the latest Annual Report, GID application, D&B’s website, Exchange, Company’s website, etc.
6. IPO Sheet: Tracking the sheet of newly IPOs, Name change and Corporate actions cases.
7. Private Company: The Project include the research of Basic information of the Private companies including all the regions and exchanges.
8: Quality Methodology: The measurement system is the ability of a process to achieve planned quality results. The use and application of a measurement system is a template for measuring the process outcome. This system is a tracker to monitor the Accuracy, Completeness, and Timeliness of a process.