Pradip Zore
Dombivli
Summary
CFA Level II cleared financial data professional with 8+ years of experience in reference data management, corporate actions, vendor management, and data quality operations across global financial markets. Proven track record of driving data integrity, resolving complex stakeholder queries, supporting large-scale data workflows, and mentoring team members. Adept at managing critical reference data used in investment products, index-related datasets, and regulatory reporting environments.
Overview
9
9
years of professional experience
Work History
Associate - Reference Data
ISS Stoxx
03.2025 - Current
- Maintained reference and master data from data vendors, ensuring accuracy of security data, company financials, market and custom indices, ownership, market price, and corporate actions.
- Ensure all the security and entity level data in the system are accurate and up-to-date.
- Escalated data issues to vendors and corporate requests to vendors (Factset, Lipper, S&P's expressfeed, Cbonds) and ensure vendor data is complete, accurate and up-to-date in the internal database.
- Monitor and track various corporate actions from various sources. Modeling of corporate actions in ISS database.
- Assessed the impact of corporate actions on securities and index-related datasets, ensuring timely and accurate implementation in internal systems.
- Resolved issues and queries related to data raised relating to corporate actions and indices.
- Ensure client/stakeholder day-to-day inquiries and data requests are addressed and resolved within SLAs.
- Collaborated with global stakeholders and data vendors, resolving data quality issues to enhance data coverage and support operational requirements.
- Hands on experience on SQL for data analysis, data extraction and data cleanup.
- Leveraged AI-powered tools and automation techniques to streamline repetitive data validation, research, reconciliation, and monitoring activities, reducing manual effort and improving operational efficiency.
- Identified process automation opportunities and collaborated on workflow enhancements to improve data quality, control effectiveness, and turnaround time.
Content Researcher
Morningstar Inc
05.2022 - 02.2025
- Analyzed and interpreted corporate action announcements, such as dividends, spin-offs, mergers & acquisitions, bankruptcies, stock splits, and reverse takeovers, and assessed their impact.
- Developed and implemented data collection methodologies and policies for entity mapping fixed income and reference data content, enhancing data accuracy and streamlining processes.
- Led vendor onboarding and mastering projects, ensuring seamless integration and improved data quality.
- Worked closely with product teams to define client personas, understand workflows, and tailor solutions to meet client needs effectively.
- Provided expertise in resolving complex data collection and client methodology queries with a focus on timely and effective solutions.
- Conducted training sessions and provided on-floor support on data collection processes and methodologies, fostering team alignment and improving overall competency.
Senior Data Research Analyst
Morningstar Inc.
10.2019 - 04.2022
- Scoped and performed subject matter research on various industries and metrics, proposing actionable solutions and methodologies to enhance data analysis.
- Translated client needs and workflows into clear data and product requirements, ensuring alignment with operational capabilities.
- Coordinating with the client to understand the requirement of data & communicating client requirements to operations, calculation & product teams
- Conducted audit checks of junior analysts, addressed audit queries in huddles, and resolved issues promptly to maintain data integrity.
- Analyzed and reviewed the pitchbook data platform, correcting discrepancies in the restructured financial data.
- Sector-wise analysis of the financial statements of companies under Morningstar's coverage
- Participated in meetings to capture detailed notes on plans and decisions.
Data Research Analyst
Morningstar Inc.
07.2017 - 10.2019
- Collected and analyzed equity fundamentals data for global market, ensuring high-quality data through rigorous quality control processes to meet product requirements
- Developed expertise in analyzing balance sheets, income statements, cash flow statements, and conducting comprehensive financial statement analysis
- Restructured financial statements according to Morningstar's standard methodology principles and GTR template, improving compliance and consistency
Education
CFA Level 2 passed -
CFA Institute
01-2024
B.COM - B&I
Mumbai University
01-2017
H.S.C. -
Maharashtra State Board
01-2014
S.S.C. -
Maharashtra State Board
01-2012
Skills
- Reference Data Management
- Data Quality & Validation
- Data operations management
- SQL & Database Management
- Data Accuracy Monitoring
- Corporate Actions Analysis
- Vendor data management
- Advanced Excel
- Client relationship management
- Corporate actions modeling
Accomplishments
- Recipient of 'Star of the Quarter' award for outstanding performance during Q2 2023, Q2 2024 in Morningstar.
Declaration
I hereby declare that the above-mentioned information is accurate to the best of my knowledge and belief.
Timeline
Associate - Reference Data
ISS Stoxx
03.2025 - Current
Content Researcher
Morningstar Inc
05.2022 - 02.2025
Senior Data Research Analyst
Morningstar Inc.
10.2019 - 04.2022
Data Research Analyst
Morningstar Inc.
07.2017 - 10.2019
CFA Level 2 passed -
CFA Institute
B.COM - B&I
Mumbai University
H.S.C. -
Maharashtra State Board
S.S.C. -
Maharashtra State Board