MAKARAND BHAT
Mumbai
Summary
Goal-oriented employee dedicated to analyzing financial statements, with more than 3 years of experience as Data Research Analyst in capital structure for corporate client. Role specific responsibilities include dedicated research and analysis, auditing, tool testing, translation of foreign language documents in English. Core competencies include financial research and analysis, implementing new ideas
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Data Research Analyst
Morningstar India Pvt. Ltd.
01.2021 - Current
- Researching and Analysing the financial statement to understanding Debt Capital Structure of the organisation
- Monitor data collection processes using proprietary data management tools
- Resolve collection problems by analyzing logs, determining root cause, and implementing corrective actions
- Escalate data file processing issues to Data Development Team
- Solving translation related queries for non-english file using different data conversion tools
- Review and update data feed QC checks to improve data quality
- Audit, update, and create data feed documentation
- Automate the data collection process with the help of machine learning algorithms
- Identify and eliminate inter-process data discripencies between Debt and Equity Capital structure.
Aditya Birla Sunlife Insurance Company Limited (Summer Internship)
05.2019 - 06.2019
- Project Title: A comparative analysis of insurance policies of Aditya Birla Sunlife Insurance company and its competitor
- Learning: Different insurance policies and their benefits as well as work culture in the insurance sector
- The insurance sector doesn’t have enough coverage in India & is likely to grow in near future.
Education
M.M.S. -
Kohinoor Business School of Management, Mumbai
C.F.A. Level 1 -
C.F.A. Institute
01.2022
B.Com. -
D.G. Ruparel College, Mumbai
01.2017
H.S.C. -
Bharatiya Vidya Bhavans College, Mumbai
01.2014
S.S.C.
01.2012
Skills
- Time Management
- Problem solving
- Co-ordination
- Willingness to learn
- Team Player
Certification
CFA Level 1, Financial Analysis & Investing in Capital Market
Achievements
- Received “Star of the Quarter” Award in Morningstar for being the consistent performer.
- Received “Spot Award” Award in Morningstar for quick learning and excellence in quality.
Personal Information
- Date of Birth: 01/14/97
- Gender: Male
- Marital Status: Unmarried
Timeline
Senior Data Research Analyst
Morningstar India Pvt. Ltd.
01.2021 - Current
Aditya Birla Sunlife Insurance Company Limited (Summer Internship)
05.2019 - 06.2019
M.M.S. -
Kohinoor Business School of Management, Mumbai
C.F.A. Level 1 -
C.F.A. Institute
B.Com. -
D.G. Ruparel College, Mumbai
H.S.C. -
Bharatiya Vidya Bhavans College, Mumbai
S.S.C.
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