Experienced Data Research Analyst with 3 years in India domicile focused Portfolio data collection, analysis, and reporting, contributing to actionable business insights. Successfully supported multiple processes by ensuring accuracy and relevance of data, leading to informed decision-making. Demonstrated analytical and problem-solving skills, along with collaborative approach and result-driven mindset, adapting efficiently to evolving project demands.
• Developed and analyzed Fundamentals & technical of companies & stocks.
• Collected data and developed detailed spreadsheets on MS-Excel to identify trends in Sector Indices & sector specific stocks.
• Assisted clients & peers in making beneficial and strategic decisions regarding investments, low-cash financing.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
• REPORT : Fundamental & Technical Analysis of Chemical sector stocks & Portfolio Management.
Knowledge sharing
Lean Learner training & Certification Program at MID Morningstar
1. Leadership and Team Support:
I proactively took the initiative to delegate tasks and train team members by leveraging my knowledge and experience gained over the past two years. Despite a heavy workload, I remained a reliable support system for my teammates, offering guidance whenever they faced confusion or made errors. I also audited their work, handled support tickets, and managed the onboarding of new providers. In doing so, I helped build team confidence and ensured that key process-related tasks were clearly understood and prioritized during BAU operations.
2. Data Management and Updates:
Over the past six months, I successfully fetched and updated data for 91 providers, which included:
This work accounted for a total of 2,774 fund-data uploads, resulting in the update of 313,215 portfolios across multiple reporting dates.
3. Process Automation Improvements:
I identified and took the initiative to reinitiate and enhance two automation processes, leading to improved efficiency and reduced manual effort within the workflow, that we faced due to the new changes in the FCs website & plan to bring 2 more automations in Insurance process.
4. Process Evaluation and Continuous Improvement:
By actively seeking feedback from L2 peers during DTD work, I identified several inefficiencies in our current processes & I plan to improve those inefficiencies as well to maintained & improve accuracy in the current ongoing data uploads.
5. Previous year contributions - Collaborated with Chicago Data Science team to automate collection of 370+ Insurance Portfolios & FIS data achieving a time saving of 186 hours for the year 2024, and continuously contributed in improvements at present 2025 data collection.
Morningstar Achievers Certificate for completing 3 Years in Morningstar
Power BI Workshop with Office Masters
Lean Learner training & Certification Program at MID Morningstar