Ashuthosh Karan
Mumbai
Summary
Detail-oriented finance professional with CFA Level 1 certification and an MBA in Finance, experienced in research analysis for investment funds, and proficient in resolving client queries within the financial industry. My background has provided a strong foundation in problem-solving, root cause analysis, and the ability to deliver data-driven insights and recommendations. Seeking a challenging role to leverage my skills, and contribute to team success.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Data Analyst
CFRA Research
Mumbai
06.2024 - Current
- Handle and validate portfolio holdings data for ETFs and mutual funds, ensuring accuracy and consistency
- Maintain and organize holdings datasets to support analysis of sector exposure and asset allocation
- Contribute to the development and refinement of the Mutual Fund Data Schema in SQL to improve data structure and reporting accuracy
- Work closely with teams to enhance data reporting processes and ensure smooth workflows
- Identify and fix data issues to provide reliable information for reporting and decision-making
Data Research Analyst
Morningstar
Vashi
01.2023 - 06.2024
- Conducted equity and fixed income research by analyzing portfolio holdings, sector exposures, and credit ratings to evaluate investment strategies
- Reviewed growth charts, benchmark performance, and investment philosophy to provide insights into fund performance and positioning
- Utilized Jira tickets, Morningstar Direct, and IDM for fund analysis and research to ensure accurate evaluations and informed decision-making
- Conducted RCA on specific cases, analyzed data, and collaborated with teams to resolve discrepancies, resulting in improved accuracy and efficiency
- Contributed to drafting 90 pages of SOP and provided valuable ideas for process improvement, contributing to enhanced operational effectiveness
Equity Research Intern
Paterson Securities Pvt Ltd
Mumbai
08.2022 - 09.2022
- Conducted fundamental analysis, researching companies, and assessing financial health
- Analyzed industry trends and macroeconomic factors impacting company performance
- Built financial models for forecasting and valuation
- Prepared equity research reports with investment recommendations
Senior Process Associate
Accenture
Airoli
08.2021 - 01.2022
- Efficiently processed an average of 85 automobile warranty claims per day and ensured accurate claims settlements
- Conducted training sessions for new team members along with BAU task
- Assisted in streamlining the process by creating query tracker, Process update sheet and MOM for daily team Huddle
- Identified and implemented process improvement opportunities
New Process Executive
2 Coms Consulting
Airoli
12.2019 - 08.2021
- Processed automobile claims, ensuring accuracy and timely settlements
- Demonstrated the ability to work flexibly in different markets, prepared minutes of MOM that captured discussions, action items, and key updates
Education
PGDM - Finance
IFEEL
Lonavala01-2023
BE - Mechanical
University of Mumbai
01-2017
Skills
- Investment Analysis
- Financial Modeling
- Valuation
- Financial forecasting
- Portfolio management
- Data Quality and Reporting
- Data analysis
- Python
- Data quality control
- SQL database
Certification
- Chartered Financial Analyst - Level 1
- Business Analytics
- Lean Six Sigma Green Belt
- NISM-Series-XV: Research Analyst, 12/31/25
Awards
- "You Rock" award, 10/01/23, Morningstar
- "Newbie of the Quarter", 06/01/23, Morningstar
- Winner of the International Case Study Competition 2k22, Idyllic Institute of Management
- Winner of Group Case Study Competition "Showcase", iFEEL
Timeline
Financial Data Analyst
CFRA Research
06.2024 - Current
Data Research Analyst
Morningstar
01.2023 - 06.2024
Equity Research Intern
Paterson Securities Pvt Ltd
08.2022 - 09.2022
Senior Process Associate
Accenture
08.2021 - 01.2022
New Process Executive
2 Coms Consulting
12.2019 - 08.2021
PGDM - Finance
IFEEL
BE - Mechanical
University of Mumbai
Similar Profiles
Pratiksha SawantPratiksha Sawant
Business Analyst /Scrum Master at CFRA ResearchBusiness Analyst /Scrum Master at CFRA Research
Ramona ChurchRamona Church
Restaurant Supervisor at CFRARestaurant Supervisor at CFRA
Sugirtha KannanSugirtha Kannan
Research Assistant at Research Brains Academic Research LabResearch Assistant at Research Brains Academic Research Lab