Summary
Overview
Work History
Education
Skills
Accomplishments
Confirmation
Languages
Quote
Certification
Timeline
Generic

Parvesh Malkani

Ulhasnagar

Summary

Accomplished Senior Data Research Analyst with extensive experience at Morningstar Inc., specializing in sustainable investment research and ESG process automation. Proven ability to enhance financial analysis and optimize client service, leading to significant advancements in data management and risk analysis. Recognized for strong teamwork and analytical skills, contributing to innovative ESG consulting solutions. Aiming to leverage expertise in data-driven decision-making to further enhance sustainable investment practices.

Overview

7
7
years of professional experience

Work History

Senior Data Research Analyst

Morningstar.Inc
Mumbai
01.2025 - Current
  • Performed statistical analysis on large datasets to identify correlations between variables.
  • Developed algorithms to automate various tasks related to data collection and analysis.
  • Followed industry innovations and emerging trends through scientific articles, conference papers or self-directed research.
  • Identified potential areas of improvement in existing processes through analysis of existing data.
  • Reviewed and tested new features and functionalities being added to existing applications by developers before going live.
  • Participated in brainstorming sessions with cross-functional teams to develop innovative solutions.

ESG Research Associate II

Morningstar Inc.
Mumbai
01.2023 - 01.2024
  • Recommended improvements to systems and procedures for increased productivity.
  • Managed a defect tracking system to prioritize, track, and report on issues throughout the development cycle.
  • Established quality metrics and benchmarks to measure and report on product quality and testing progress.
  • Created, edited, and updated project manuals and technical documentation used by entire QA team.
  • Worked with team members to create efficient workflows, resulting in high productivity.
  • Monitored production environment performance metrics for anomalies that could indicate quality issues.

ESG Research Associate - I

Morningstar Inc.
Mumbai
08.2021 - 12.2022
  • Executed root cause analysis to enhance research quality.
    Collaborated online with content and in-house teams, and actively participated in process automation projects.
  • Developed reports tracking KPIs, identifying trends, and ensuring assessment quality.
  • Summarized raw data and analyses and made recommendations based on findings.
  • Excelled in extensive research on companies within the EU Taxonomy, meeting quality standards, and providing standard analyses for corporate involvement in sustainable activities.
  • Drove ESG research for public companies across sectors for a leading index provider.

Payroll Associate

Wipro Ltd.
01.2020 - 01.2021
  • Managed US Payroll clients, ensuring smooth operations by updating SOPs regularly and adhering to SLAs
  • Conducted weekly review calls with the onshore team to meet client service agreements
  • Handled client support, queries, and service requests via Siebel and PeopleSoft applications
  • Produced monthly and biweekly reports to safeguard employee salaries
  • Took charge of training new hires and providing floor support, addressing issues such as final pay, severance pay, leaves, and holiday pay

KPO OFFICER

State Street Syntel Services ltd.
01.2018 - 01.2019
  • Managed data, client deliverables, and internal queries for diverse Asset Management Companies (AMCs)
  • Executed tasks in Mutual Funds Transfer Agency for IFDS Luxembourg, booking deals for 82 Management Companies in EMEA markets
  • Ensured timely completion of trades, identified value-added solutions, and collaborated on resolving trading discrepancies
  • Orchestrated daily orders for global markets, including subscription, redemption, switch, and transfer trades
  • Produced reports and managed settlement processes for specific Management Companies, ensuring the seamless execution of requested trades

Education

Masters Of Commerce -

University of Mumbai
01.2024

Bachelor's - Financial Management

Swami Vivekanand College of Arts, Science and Commerce
01.2022

Skills

  • Sustainable Investment Research
  • Impact Assessment and Reporting
  • ESG Process Automation
  • Financial analysis
  • Risk Analysis
  • Client Service Optimization
  • Data Management
  • ESG Consulting

Accomplishments

  • Morningstar – Star of the Quarter for Q4 2022.
  • Morningstar – Spotlight Awards for September 2022.
  • Wipro – Shimmer Award for December 2021.
  • Syntel – Champ Award for February 2019.

Confirmation

I Hereby Confirm that all the details mentioned above are relevant and I hold complete responsibility of their authenticity.

Languages

Sindhi
First Language
English
Upper Intermediate (B2)
B2
Hindi
Advanced (C1)
C1
Marathi
Intermediate (B1)
B1

Quote

Your task is not to foresee the future, but to enable it.
Antoine de Saint-Exupéry

Certification

  • Environmental, Social & Governance (ESG) Specialization. Corporate Finance Institute® (CFI)
  • Cryptocurrencies & Digital Assets Specialization. Corporate Finance Institute® (CFI)
  • Macabacus Specialization Corporate Finance Institute® (CFI)
  • Leadership Effectiveness Program Corporate Finance Institute® (CFI)
  • Data Analysis in Excel Corporate Finance Institute® (CFI)
  • Business Essentials Corporate Finance Institute® (CFI)
  • Business Intelligence Analyst Corporate Finance Institute® (CFI)

Timeline

Senior Data Research Analyst

Morningstar.Inc
01.2025 - Current

ESG Research Associate II

Morningstar Inc.
01.2023 - 01.2024

ESG Research Associate - I

Morningstar Inc.
08.2021 - 12.2022

Payroll Associate

Wipro Ltd.
01.2020 - 01.2021

KPO OFFICER

State Street Syntel Services ltd.
01.2018 - 01.2019

Masters Of Commerce -

University of Mumbai

Bachelor's - Financial Management

Swami Vivekanand College of Arts, Science and Commerce

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