Pranav Jagtap
Mumbai
Summary
Dynamic Equity Research Analyst with a proven track record at Morningstar India, excelling in financial modeling and macroeconomic analysis. Recognized for delivering impactful investment recommendations and fostering collaboration with portfolio managers. Adept in SQL database management and effective communication, I consistently drive insights that enhance investment strategies and decision-making.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Equity Research Analyst
Morningstar India
Mumbai
06.2021 - Current
- Conducted in-depth primary research on financial statements for roughly 26,000 companies across different industries within the PitchBook universe.
- Develop and maintain knowledge in financial models for valuation, forecasting, and scenario analysis.
- Generated insightful investment recommendations through thorough analysis.
- Analyzed macroeconomic data and upcoming regulations to keep the investment team informed.
- Partnered with portfolio managers and diverse teams to deliver research findings, investment insights, and market trend updates.
- Leveraged MS SQL and Power BI for data analysis, trend identification, and insight generation.
- Conducted UAT for internal tools and identified software inefficiencies.
- Awarded multiple accolades like Star of the Quarter and SPOT Award for outstanding performance in investment research.
Education
MBA - Finance
Guru Nanak Institute of Management Studies
Mumbai08-2021
Skills
- Financial modeling
- Valuation techniques
- Macroeconomic analysis
- SQL database management
- Effective Communication
Languages
Marathi
First Language
English
Upper Intermediate (B2)
B2
Hindi
Proficient (C2)
C2
Certification
- Financial Modeling and Valuation - Ernst & Young Associates LLP
- Basic MS-SQL - 4P Advisory
- Data Visualization: Power BI - Imarticus Learning
- NCFM Equity Derivatives: A Beginner’s Module – NSE
Hobbies
- Trekking
- Travelling
- Cooking
Timeline
Equity Research Analyst
Morningstar India
06.2021 - Current
MBA - Finance
Guru Nanak Institute of Management Studies
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