Poorva Keluskar
Mumbai
Summary
Results-driven Equity and Indices Research enthusiast with a strong background in financial modeling, equity analysis, forecasting, and Corporate Action Calculations. Utilizes knowledge of SQL, Python, Excel, and Numpy to derive valuable insights from historical data. Currently pursuing a CFA program for continuous professional growth and adaptability to evolving market trends and technologies. Proven ability to deliver high-quality service to clients and contribute to organizational success. Enthusiastic about sharing passions for Social work – (I worked in National Service Scheme for two years) and hiking
Overview
6
6
years of professional experience
Work History
Senior Research Analyst
Morningstar, Inc.
Mumbai
05.2023 - Current
- Expertly collect and analyze equity fundamental data for global markets, while overseeing data quality control measures to ensure the delivery of consistently high-quality, client-focused insights and products.
- Utilized knowledge of SQL scripts to identify and correct data inconsistencies, resulting in improved accuracy of compliance reporting.
- Enhanced understanding of industry-specific data dynamics through active participation in a resource-sharing initiative within the private equity data market.
- Handled data inconsistency and client ticket data cleanup tasks to ensure the production of more accurate and reliable data.
Data Research Analyst
Morningstar, Inc.
Mumbai
03.2021 - 05.2023
- Maintained high-quality data collection adhering to both US GAAP and IFRS guidelines.
- Experienced in Equity chatbot project involving methodology updates and critical keyword collection for the NPM team.
- Developed improvement suggestions to enhance system functionality and process efficiency
- Handled roles as an internal auditor, mentor, and IPO Spoc while overseeing various process-related projects of Canadian and Taiwanese market research.
Financial Data Analyst
Cogencis Information Services Ltd
Mumbai
12.2019 - 03.2021
- Expertly processed publicly funded information related to Indian equities markets while demonstrating financial proficiency in fixed-income and equities.
- Implemented analytical tools to optimize risk-return analysis through enhanced risk monitoring, performance attribution, multi-factor models, benchmarking, and scenario analysis.
- Performed polling duties at NSE Exchange and analyzed historical data for product rates on NSE.
Education
Post Graduate Diploma in Management (Finance Manag
WelingkarInstitute of Management Development
08-2020
Bachelor of Accounting And Finance (BAF)
V.P.M R.Z. Shah College
Mumbai05-2018
Data science
International Institute of Information Technology
BanSkills
- Financial Modeling
- Ratio Analysis
- Valuation Matrix
- SQL
- Python
- Excel
Timeline
Senior Research Analyst
Morningstar, Inc.
05.2023 - Current
Data Research Analyst
Morningstar, Inc.
03.2021 - 05.2023
Financial Data Analyst
Cogencis Information Services Ltd
12.2019 - 03.2021
Post Graduate Diploma in Management (Finance Manag
WelingkarInstitute of Management Development
Bachelor of Accounting And Finance (BAF)
V.P.M R.Z. Shah College
Data science
International Institute of Information Technology
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