Himanshu Singh
Mumbai
Summary
Experienced and passionate Team Leader with over 10 years of professional work experience, dedicated to making a significant contribution to the success of the company. Proven track record of effectively managing and achieving project goals while leveraging strong analytical and problem-solving skills. Highly skilled in researching and analyzing business processes and procedures, and designing and implementing effective business solutions.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Team Leader
Morningstar
Mumbai
01.2024 - Current
- Leading and managing a team of 18 individuals, providing guidance, support and mentorship to drive team success.
- Conducting monthly 1:1 meetings, offering feedback and establishing clear career development paths for team members.
- Ensuring timely research delivery, meeting SLAs, maintaining data hygiene and upholding high-quality standards to exceed client expectations.
- Actively working on various expansion and KPI metrics plans to enhance our database and improve team performance continually.
- Collaborating regularly with stakeholders in Mumbai, Kolkata, and Seattle to align strategies and drive operational excellence across locations.
- Responsible for the end-to-end planning and execution of engagement strategy for 500+ employees in the Mumbai office, ensuring a positive and productive work environment.
Team Leader
Morningstar
Mumbai
01.2022 - 12.2023
- Led and managed a team of 15 individuals, ensuring they consistently met and exceeded daily, weekly and monthly targets while maintaining exceptional quality standards.
- Successfully launched APAC operations in Mumbai, involving the development of standard operating procedures (SOPs), establishment of a dedicated team and provision of comprehensive training and support to address their queries.
- Developed KPI scorecards for research associates, conducted resource planning and prepared CATE reports to analyze team performance effectively.
- Implemented a QA on QA framework to enhance quality standards and deliver improved data to clients consistently.
- Contributed to daily newsletters and quarterly research reports in the Venture Capital ecosystem, providing valuable insights and analysis.
- Monitored SLAs (setup SLA alerts) closely to ensure adherence to quality and timely delivery, maintaining client satisfaction and trust.
Associate Team Leader
Morningstar
Mumbai
01.2021 - 12.2021
- Successfully hired, onboarded and trained 5 batches of research associates, totaling around 45 members, resulting in the formation of a cohesive and capable team that significantly contributed to operational efficiency.
- Provided coaching and support to a team of Quality Assurance Specialists on a daily basis, fostering the development of a robust Quality Assurance team.
- Efficiently managed daily workflow and provided floor support to ensure smooth operations and timely completion of tasks.
- Collaborated closely with cross-functional teams to improve communication and project coordination, enhancing overall efficiency and effectiveness.
- Fostered a positive and collaborative team environment, leading to increased productivity and higher employee satisfaction.
- Implemented staffing plans for holidays to ensure uninterrupted business operations, effectively managing resources to meet business needs.
Senior Research Associate
Morningstar
Mumbai
10.2019 - 12.2020
- Conducted rigorous Quality Assurance (QA) checks to ensure the accuracy and error-free nature of profiles, supporting the sales team with editorial content and Demo updates.
- Acted as a mentor to junior team members, providing guidance and conducting refresher sessions to enhance their skills in tracking investment rounds.
- Analyzed the business strategies of direct competitors, contributing valuable insights to enhance our database and identify areas for improvement.
- Led by example, demonstrating strong attention to detail and adherence to quality standards in all research activities.
Research Associate
Morningstar
Mumbai
04.2018 - 09.2019
- Tracked diverse investment rounds, including Angel investments, Accelerator/Incubator, Seed, Early stage, Later stage Venture capital rounds, PE-Growth, IPO, Liquidation/Bankruptcy/Out of Business, M&As, among others.
- Supported the Team Lead in updating standard operating procedures (SOPs) to enhance business operations' efficiency.
- Managed profiles of prominent companies such as WeWork and Zomato, ensuring precise and error-free updates.
Financial Analyst
State Street Syntel
Mumbai
08.2016 - 03.2018
- Contributed to the Middle Office Corporate Actions team within the Asset Servicing Group.
- Calculated entitlements for all mandatory, mandatory with options, and voluntary corporate action events on the Ex date.
- Prepared payment sheets for each corporate action event, outlining expected/projected entitlements.
- Processed entitlements received via MT566 messages and email from various custodians, cross-checking against expected/projected entitlements.
- Followed up with custodians via email in case of discrepancies or non-receipt of entitlements.
- Provided training to new team members and addressed their inquiries.
- Checked and ensured error-free processing of all payment sheets.
- Conducted research and commented on cash and position discrepancies between custody and accounting caused by corporate actions.
- Managed new clients, streamlining processes to prevent future issues and errors.
Account Executive
BHIDE & BHIDE Chartered Accountant
Thane
07.2013 - 08.2015
- Computed Income Tax payable for over 250 individual clients and prepared tax returns.
- Conducted bank reconciliations.
- Possess excellent knowledge of Balance Sheet, Profit & Loss (Income Statement) and their significance.
- Provided assistance to the General Education Institute, established in 1892, in various areas including preparation of final accounts (Income & Expenditure A/c, Balance Sheet, etc).
- Conducted quarterly internal audits of banks.
- Demonstrated proficiency in managing accounts receivable and accounts payable.
- Handled client inquiries, researched problems, and developed solutions regarding Cost of Capital and Capital Structure.
Education
Post-Graduate Diploma - Financial Management
Narsee Monjee Institute of Management Studies (NMIMS)
Mumbai06-2019
Master of Commerce (M.com) -
Annamalai University
Mumbai05-2017
Post-Graduate Diploma - Business Management
Annamalai University
Mumbai05-2016
Bachelor of Commerce (B.com) -
K. M. Agrawal of Arts, Commerce & Science
Mumbai05-2013
Skills
- Microsoft Excel
- Problem Solving
- Teamwork
- Microsoft Office
- Leadership
- Communication
- Venture Capital
- Power BI
- Drive Change
- Business Analysis
- Data Analysis
- Operations Research
- Teamwork and Collaboration
- Goal Setting
- People Management
Additional Information
- Lead of the Quarter (4 times).
- Teammate of the Quarter.
- Global Value Award.
- SPOT Award (2 times).
- Participated in Economic Elocution Competition at college.
- Participated in International Assessments for Indian schools (Mathematics) conducted by University of New South Wales.
- Head of Discipline Committee at school.
Certification
- Humble Leadership: The Power of Relationships, Openness and Trust
- Strategic Thinking
Affiliations
- Being involved in social activities.
- Playing cricket on weekends.
- Travelling.
- Singing.
- Editing videos.
Timeline
Senior Team Leader
Morningstar
01.2024 - Current
Team Leader
Morningstar
01.2022 - 12.2023
Associate Team Leader
Morningstar
01.2021 - 12.2021
Senior Research Associate
Morningstar
10.2019 - 12.2020
Research Associate
Morningstar
04.2018 - 09.2019
Financial Analyst
State Street Syntel
08.2016 - 03.2018
Account Executive
BHIDE & BHIDE Chartered Accountant
07.2013 - 08.2015
Post-Graduate Diploma - Financial Management
Narsee Monjee Institute of Management Studies (NMIMS)
Master of Commerce (M.com) -
Annamalai University
Post-Graduate Diploma - Business Management
Annamalai University
Bachelor of Commerce (B.com) -
K. M. Agrawal of Arts, Commerce & Science
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