Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
Interests
Playing Chess , Badminton, Blogging
Timeline
Generic
Apoorva Naik

Apoorva Naik

ESG Research Analyst
Mumbai

Summary

Experienced and proactive professional with over 3 years of expertise in ESG research and equity capital structure. Analyzed and evaluated 5,000+ reports, identifying ESG risks and opportunities. Recognized for training teams, enhancing research efficiency, and driving continuous improvement through a strong work ethic.

Overview

4
4
years of professional experience
7
7
years of post-secondary education
3
3
Certifications

Work History

ESG Research Associate-II

Morningstar- Sustainalytics
4 2022 - Current
  • Conducted thorough research and analysis for companies, industries, and various sectors to evaluate ESG performance across various industries and themes.
  • Analyzed 5,000+ unique corporate filings, annual and sustainability reports of various publicly listed companies to score rating products like risk ratings and climate.
  • Gathered ESG data from various sources and assessed the company's disclosures on their preparedness in managing material ESG issues and rated them on a scale of 0-100 (typically multiples of 25), through data points called 'Indicators'.
  • Worked on various time-sensitive and client-facing projects, apart from BAU.
  • Coached, Mentored, and Trained new joiners within the team and cross-cluster training.

Data Research Analyst

Morningstar
03.2021 - 04.2022
  • Collecting fundamental data from balance sheet, cash flow statement, income statement and footnotes for Global market companies as per the predefined collection policies and building the history of the same, for specific set of companies commonly known as PBR (Pitchbook Rebalancing)
  • Have worked for Quality Improvement by undertaking QC validation checks, was also the part of creating methodologies and presenting the same to the team.

Equity Research Intern

The Money Roller
09.2020 - 11.2020

Completed a comprehensive Equity Research Live Project in the Automobile Sector (Sep-Nov 2020). Conducted in-depth analysis of market trends, financial statements, and competitive landscape. Provided insights on stock valuation, industry performance, and investment potential. Collaborated with a team to prepare research reports and recommendations for stakeholders.

Education

Masters in Business Administration -

Oriental Institute of Management
05.2019 - 05.2021

Bachelor of Commerce - undefined

B.K Birla College
05.2014 - 05.2019

Skills

Communication

Certification

Equity Research Live Project, 09/2020 - 11/2020

Accomplishments

  • You Rock Card from Morningstar
  • Spot Award from Sustainalytics for exemplary Contribution to the team
  • Achievements/Tasks
  • Major- Finance

Languages

English
Hindi
Marathi
Kannada

Interests

Playing Chess

Reading Books

Travelling

Playing Chess , Badminton, Blogging

Traveler and history enthusiast with a love for reading, badminton, and chess.

Timeline

Data Research Analyst

Morningstar
03.2021 - 04.2022

Equity Research Intern

The Money Roller
09.2020 - 11.2020

Masters in Business Administration -

Oriental Institute of Management
05.2019 - 05.2021

Bachelor of Commerce - undefined

B.K Birla College
05.2014 - 05.2019

ESG Research Associate-II

Morningstar- Sustainalytics
4 2022 - Current
Apoorva NaikESG Research Analyst