Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Hobbies and Interests
Languages
Websites
Timeline
Generic

HARSHADA BHAGAT

Mumbai

Summary

  • Detail oriented- thorough and vigilant to collect all necessary data without missing critical components.
  • To be the best in everything I do by doing it with passion and maintain quality, consistency and determination during the process.
  • Enthusiastic and friendly team player who can motivate colleagues and contribute to shared objectives in efforts to accomplish departments goals

Overview

12
12
years of professional experience
1
1
Certification

Work History

Researcher

Integreon Managed Solutions Pvt LTD
Mumbai
11.2022 - Current
  • Conducting comprehensive company analysis as per the requirement of the investment banker client
  • Conducting research across multiple industries-Consumer retail, Infrastructure, Healthcare, Industrial, Technology, Media and Telecom, Financial Institution group
  • Conducted comprehensive research on industry trends, market dynamics and consumer behavior to inform strategic decisions
  • A company analysis involves presenting facts and figures about a company's structure, business segments, financials, competitors, and future strategies by using company website, stock exchange, country registries and databases like Capital IQ, Factiva and Thomson One
  • Providing credit rating reports and equity research report using data bases like Moody's, Fitch, S&P and Thomson one
  • Providing country reports and macro-economic data points like GDP, population and inflation etc. with the help of databases like BMI and occasionally through world development indicators of the world bank.

Senior Data Research Analyst

Morningstar India Pvt LTD
Navi Mumbai
08.2017 - 11.2022
  • Project Debt capital structure
  • Provide key insights into a company's overall borrowings to fund its operations and finance its assets
  • To provide detailed information on the various type of debt instruments, breaking them down by seniority, Maturity, Security, Convertibility and other key attributes
  • Project HDR - Collect fundamental data from balance sheet, cashflow, income statemen and footnotes for global market as per predefines collection policies
  • Analyzing equity fundamentals data for global market
  • Taking ownership in data quality controls to ensure consistent and higher quality data
  • Managing data as per client specific requirement
  • Auditing work done by other once the process is been completed
  • Helping in making the automation financial preparation better by working with technology team and thus ensuring minimum manual intervention.

Summer Trainee

J&K Bank
Mumbai
05.2016 - 06.2016
  • Understanding the loan appraisal process for corporates
  • Worked on the calculation of sensitivity analysis
  • Interpreted different types of ratios.

Preservation Coordinator

Altisource Business solutions Pvt
Vashi
06.2013 - 07.2015
  • Preservation of all the properties which are foreclosed due to non-payment
  • Taking proper action to maintain the property after reviewing inspection reports so that we can market the property for better price
  • Providing team support whenever required in terms of clearing back log or helping team members in resolving queries.

Education

Master's in management studies (MMS) - Finance

Father C. Rodrigues Institute Of Management Studies -Mumbai University
Mumbai, Maharashtra
01.2017

Bachelor of Commerce (B Com) -

V.E.S College Of Arts, Science & Commerce - Mumbai University
Mumbai, Maharashtra
01.2012

HSC -

ST MARY's Junior College
Mumbai, Maharashtra
01.2009

SSC -

ST Mary's Multipurpose High School
Mumbai, Maharashtra
01.2007

Skills

  • Team building
  • Effective communication
  • Quick learning
  • Time management
  • SQL and Excel proficiency
  • Market analysis
  • Power BI expertise
  • Company evaluation
  • Python proficiency

Certification

  • Diploma in financial management from Welingkar Education school
  • Tally ERP 9.0 from Brilliant Computech
  • MS-Advance Excel

Accomplishments

  • Won Thank you card, You rock card twice for exceptional Quality work.
  • Won the Prize for best Business Plan in college event.
  • Developed idea for innovative product based on brainstorming and research.
  • Interviewed Associate Vice president of 'INDIAN EXPRESS' to understand corporate culture and working of the organization.

Hobbies and Interests

  • Listening to Music
  • Travelling
  • Cooking

Languages

  • English
  • Hindi
  • Marathi

Timeline

Researcher

Integreon Managed Solutions Pvt LTD
11.2022 - Current

Senior Data Research Analyst

Morningstar India Pvt LTD
08.2017 - 11.2022

Summer Trainee

J&K Bank
05.2016 - 06.2016

Preservation Coordinator

Altisource Business solutions Pvt
06.2013 - 07.2015

Master's in management studies (MMS) - Finance

Father C. Rodrigues Institute Of Management Studies -Mumbai University

Bachelor of Commerce (B Com) -

V.E.S College Of Arts, Science & Commerce - Mumbai University

HSC -

ST MARY's Junior College

SSC -

ST Mary's Multipurpose High School
HARSHADA BHAGAT