Summary
Overview
Work History
Education
Skills
Accomplishments
State
City
Languages
Timeline
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Harshal Surve

Harshal Surve

Data Research Analyst
Thane

Summary

With four years of industry experience, a strong foundation in data analysis has been developed, consistently achieving high-quality results within tight deadlines. Expertise in meticulous data research and analysis was honed at Morningstar. Passionate about the finance industry, the goal is to apply these skills and knowledge in an investment banking role, driving dynamic and impactful initiatives.

Overview

6
6
years of professional experience
3
3
years of post-secondary education

Work History

Data Research Analyst

Morningstar
Mumbai
8 2022 - Current
  • Applied strong analytical skills to collect, clean, and analyze financial data with precision, ensuring data accuracy and integrity through end-to-end research and independent decision-making
  • Performed intensive research on financial portals, adhering to given specifications, curating data, and detecting and correcting errors to maintain high standards of accuracy
  • Executed detailed quality control processes to ensure consistency and accuracy of key financial metrics such as NAVs, expense ratios, and returns
  • Managed MIFID processes, ensuring strict compliance with regulatory requirements and industry standards
  • Updated and maintained MIFID data in databases, including processing EMT files, and conducting regular updates from UCITS KIID and PRIIPs KID documents to ensure data accuracy and regulatory compliance
  • Analyzed data-driven products for the investment management industry, including mutual fund trends, risk metrics, performance benchmarks to support informed investment strategies
  • Collaborated with cross-functional teams, including research analysts and engineers, to ensure data accuracy and deliver actionable insights to clients
  • Consistently enhanced data quality, analysis techniques, and reporting frameworks to improve performance tracking and insights
  • Demonstrated excellent written and verbal communication skills, tailoring documentation and reports for diverse audiences and business objectives.

IDental Billing Associate

Liweyre
Mumbai
10.2021 - 04.2022
  • Managed billing and insurance claims for dental procedures at Liweyre
  • Processed claims and ensured timely reimbursement
  • Resolved billing issues through effective communication with insurance companies
  • Maintained accurate records of billing and payment transactions
  • Collaborated with insurance companies to improve billing processes.

Process Associate

TCS
Mumbai
03.2016 - 06.2017
  • Managed the fare filing process, ensuring accurate and timely submission of fares to global distribution systems (GDS) and online travel agencies (OTAs)
  • Expertly utilized ATPCO to publish, update, and maintain airline fares and rules, ensuring compliance with industry standards and regulations
  • Proficient in the end-to-end fare filing process, including data gathering, validation, and submission to global distribution systems
  • Experienced in utilizing ATPCO tools and systems to manage fare construction, rule coding, and fare updates
  • Demonstrated proficiency in using ATPCO tools for fare construction, rule coding, and fare updates.

Education

Data Science Program -

UpGrad & IIITB
Mumbai, India
04.2024 - Current

Certified Investment Banking Operations Professional -

ImarticusLearning
Mumbai, India
01.2022 - 06.2022

Master of Management Studies in Marketing -

Mumbai University
Mumbai, India
03.2018 - 05.2020

Skills

Data Cleaning

Accomplishments

  • Thank You Award (Morningstar) – Jan 2024
  • You Rock Award (Morningstar) – May 2023

State

Maharashtra

City

Thane

Languages

English, Hindi, Marathi

Timeline

Data Science Program -

UpGrad & IIITB
04.2024 - Current

Certified Investment Banking Operations Professional -

ImarticusLearning
01.2022 - 06.2022

IDental Billing Associate

Liweyre
10.2021 - 04.2022

Master of Management Studies in Marketing -

Mumbai University
03.2018 - 05.2020

Process Associate

TCS
03.2016 - 06.2017

Data Research Analyst

Morningstar
8 2022 - Current

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Harshal SurveData Research Analyst