Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Neerja Gaur

Data Research Analyst
Mumbai

Summary

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.

Overview

6
6
years of professional experience
9
9
years of post-secondary education
3
3
Certifications

Work History

Data Research Analyst

Morningstar
06.2022 - Current
  • Actively collected managed investment data using Morningstar collection systems, and ensured data timelines, completeness and accuracy for past 3 years to meet business goals.
  • Collaborated with cross-functional teams to develop efficient data delivery systems a
  • Contributed to the successful completion of high-priority projects by ensuring timely delivery of accurate research findings in India Market Portfolio Process - Historical Holding Level YTM Data project 2023 & Critical Bond Survey data 2023.
  • Managed relationships between Morningstar & Assset Managment companies, insurance companies and other data vendors along with our clients.
  • Optimized data storage solution, reducing retrieval time and improving accessibility for stakeholders.
  • Streamlined data processing workflows for increased efficiency and reduced turnaround times.
  • Partnered with quality assurance, products, and technical departments to resolve clients' data issues timely and effectively.
  • Actively discovered and raised issues in work (including system, process, and collection methodology) and propose enhancement suggestions to further improve system functionality, process efficiency and data quality.
  • Created detailed documentation outlining project methodologies, assumptions, limitations, and results for future reference.
  • Identified areas for process improvement within the team''s work routines resulting in more efficient output.
  • Helped in developing custom scripts and tools to automate repetitive tasks, increasing overall productivity.
  • Compiled, cleaned and manipulated data for proper handling.
  • Demonstrated a high sense of ownership of the process, understand roles & responsibilities by acting as a process trainer and mentor.

Seller Support Associate

Amazon Development Centre India Pvt. Ltd.
11.2021 - 01.2022
  • Provided sellers with accurate information concerning platform policies for sales, database issues and listing inaccuracies.
  • Interpreted data and performance metrics, escalating issues to management as necessary.
  • Answered questions regarding seller inventory, shipping, payments and buyer complaints.
  • Issued credits for contested returns, shipping fees and damaged merchandise.
  • Worked extensively with other departments, utilizing resources to provide seller support.
  • Liaised between corporate decision-makers and sellers on issues involving fees, prohibited items and gating.

Trainee Derivatives Analyst

Zephirum Research Pvt. Ltd.
06.2021 - 09.2021
  • Completed trades on crude oil - Brent Futures spreads in energy derivatives, and Livestock market through CME on Trading Technologies software.
  • Assessed hourly market conditions to look for hedge and arbitrage opportunities.
  • Created daily market recaps and profit and loss information to senior traders at close of each trading day.
  • Made expert analysis of market conditions by gathering key data, analyzing trends, creating reports and offering comprehensive evaluations.
  • Made fast decisions based on fluctuating market resulting in profit.

Finance Intern

Aditya Birla Capital Sun Life
06.2019 - 08.2019

• 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.

Education

MBA - Financial Markets

University School of Management Studies, GGSIPU
06.2018 - 12.2020

Bachelor of Science - Home Science

Institute of Home Economics, Delhi University
07.2015 - 06.2018

High School Diploma -

Shyama Prasad Vidyalaya Sr. Sec. School
04.2011 - 05.2014

Skills

Knowledge sharing

Certification

Lean Learner training & Certification Program at MID Morningstar

Accomplishments

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:

  • 610 Insurance Funds
  • 10 PMS Portfolios
  • 43 Fortnightly & Month-end Mutual Fund Holding Disclosures

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.

Timeline

Morningstar Achievers Certificate for completing 3 Years in Morningstar

06-2025

Power BI Workshop with Office Masters

07-2024

Lean Learner training & Certification Program at MID Morningstar

01-2024

Data Research Analyst

Morningstar
06.2022 - Current

Seller Support Associate

Amazon Development Centre India Pvt. Ltd.
11.2021 - 01.2022

Trainee Derivatives Analyst

Zephirum Research Pvt. Ltd.
06.2021 - 09.2021

Finance Intern

Aditya Birla Capital Sun Life
06.2019 - 08.2019

MBA - Financial Markets

University School of Management Studies, GGSIPU
06.2018 - 12.2020

Bachelor of Science - Home Science

Institute of Home Economics, Delhi University
07.2015 - 06.2018

High School Diploma -

Shyama Prasad Vidyalaya Sr. Sec. School
04.2011 - 05.2014
Neerja GaurData Research Analyst