Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Projects
Languages
Timeline
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Aysha Naseem

Mumbai

Summary

Passionate about leveraging financial analysis, data research, and modeling skills to drive organizational growth and enhance decision-making processes Insightful Data Research Analyst known for high productivity and efficient task completion. Specialized in statistical analysis, predictive modeling, and data visualization. Strong in critical thinking, problem-solving, and communication skills which enable successful collaboration with team members and stakeholders to drive project success.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Senior Data Research Analyst

Morningstar Pvt Ltd.
Navi Mumbai
01.2021 - Current
  • Checked and confirmed financial data daily to ensure reports were accurate and reliable for global teams and markets.
  • Prepared clear debt reports and carried out financial analysis to support business decisions, keeping in mind company goals and risk limits.
  • I took part in data integrity management tasks, making sure all data was clean, up to date, and ready for use in important reports and analyses.
  • Handled non-financial files, a task given only to selected team members, showing trust in my accuracy and attention to detail.
  • Held sessions within the team to explain new policies, helping to improve understanding and overall team performance.
  • Worked closely with finance managers and operations teams to keep financial processes smooth and well-controlled.
  • Suggested and helped carry out improvements in systems and processes, making work faster, and improving the quality of financial data and reporting.

Education

Master of Business Administration (MBA) -

Graphic Era Hill University
01.2021

Bachelor of Commerce (BCom) -

Kumaun University
01.2018

Skills

  • Excel
  • Financial modeling
  • Financial analysis
  • Effective communication
  • Team collaboration
  • Time management
  • Equity research
  • Performance analysis

Certification

  • Financial Modeling and Valuation, Internshala, MS Excel, Investment Decision Techniques, Financial Statement Analysis, Valuation
  • Advanced Certificate Course in Information Technology (ACCIT), 2016, MS Office, Web Page Designing in HTML
  • Basic SQL Course, Basic SQL Queries, Data Retrieval, Use of Functions
  • Data Analytics, CFI, 2025 - Present, Python, R, Power BI, Business Analytics, Tableau

Accomplishments

  • Analyzed financial statements of 50+ publicly listed companies, enhancing investment decisions and boosting portfolio returns by 15%.
  • Received the Debt Capital Structure team level performance award at Morningstar, Inc. for exceeding monthly targets by 25%.

Projects

Data Quality Control and Enhancement Project
Duration: 04/01/22 – 12/01/22

  • Took ownership of data quality control processes, ensuring consistent and accurate data output.
  • Used MS Excel, SQL, and internal data management systems to monitor and manage data quality.
  • Identified gaps and areas for improvement in data collection and reporting processes.
  • Proposed and helped implement system functionality enhancements to improve efficiency.
  • Improved overall data accuracy and process efficiency within the team.
  • Resulted in higher quality reports, better product quality, and increased client satisfaction.

Languages

  • English, Full Professional Proficiency
  • Urdu, Full Professional Proficiency
  • Hindi, Native or Bilingual Proficiency
  • Marathi, Professional Working Proficiency

Timeline

Senior Data Research Analyst

Morningstar Pvt Ltd.
01.2021 - Current

Master of Business Administration (MBA) -

Graphic Era Hill University

Bachelor of Commerce (BCom) -

Kumaun University
Aysha Naseem