Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

PREET BHANUSHALI

Ghatkopar

Summary

Currently working at Morningstar as a Senior Data Research Analyst, with over 2.5 years of experience in the fixed income space. My journey so far has helped me build a strong understanding of financial data, credit instruments, and global markets. I’m now looking to take the next step in my career by pursuing the MMS program at JBIMS. I believe the program’s industry-aligned approach, rich peer network, and legacy will help me sharpen my managerial mindset, and evolve into a future-ready finance professional.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Senior Data Research Analyst – Fixed Income

Morningstar India Pvt. Ltd.
12.2022 - Current
  • Conduct in-depth research on global bonds and fixed income securities to ensure accuracy and completeness of financial datasets
  • Analyze diverse bond structures, issuers, and maturity profiles
  • Promoted twice in 2.5 years for consistent performance and initiative
  • Delivered key client projects through cross-functional teamwork
  • Member of the Automation Squad, reducing manual workload through innovative solutions
  • Active contributor to the Fun Ideas Committee and internal engagement events
  • Recognized with awards for project execution and team contributions

Education

HSC - Commerce

R.K. Talreja College
Ulhasnagar
02.2019

SSC -

Don Bosco English High School
03.2017

Bachelor of Commerce - Financial Markets

Somaiya Vidyavihar University
07.2022

Skills

  • SQL and Python
  • Advanced Excel
  • Data quality management
  • Effective communication
  • Team collaboration
  • Process optimization

Certification

  • SQL Essential Training – LinkedIn Learning
  • Financial Markets – Yale University
  • Customer Analytics – University of Pennsylvania
  • Introduction to Corporate Finance – University of Pennsylvania
  • Introduction to Marketing – University of Pennsylvania
  • Data Analytics for Business – University of Colorado
  • Portfolio and Risk Management – University of Geneva
  • Marketing Analytics – University of Virginia
  • Google Digital Marketing Certification

Accomplishments

  • Automation Award – Honored for creating solutions that made our workflows more efficient, and reduced manual tasks
  • Shoutout Award – Recognized for proposing and executing a solution that helped to resolve a key process inefficiency

Timeline

Senior Data Research Analyst – Fixed Income

Morningstar India Pvt. Ltd.
12.2022 - Current

HSC - Commerce

R.K. Talreja College

SSC -

Don Bosco English High School

Bachelor of Commerce - Financial Markets

Somaiya Vidyavihar University
PREET BHANUSHALI