Rinku Sahoo
Mumbai
Summary
CFA Level II Passed finance professional with 3+ years of experience at PitchBook (Morningstar) in private equity, venture capital, and M&A; data research. Recognized with Star of the Quarter Awards (2023 & 2025) for accuracy and performance. Skilled in delivering data-driven insights that enhanced investment research and strengthened reporting quality. Strong expertise in financial modelling, market analysis, and stakeholder collaboration.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Senior Research Associate
PitchBook Data (Morningstar)
07.2024 - Current
- - Conducted secondary research on financial and non-financial data of 55–67 Limited Partners (LPs) weekly, supporting investment teams with data on AUM, strategies, and allocations.
- - Trained and mentored 8 new joiners under the Resource Swing Program, providing QA support and ensuring smooth onboarding.
- - Led and delivered projects on LP expansion, AUM tracking, allocation analysis, and competitor benchmarking, directly supporting investment insights.
- - Streamlined LP allocation analysis processes, enabling faster delivery of reports.
Research Associate
PitchBook Data (Morningstar)
01.2023 - 07.2024
- - Collected, validated, and analyzed financial data on LPs, PE/VC funds, and M&A; transactions.
- - Ensured 99%+ data quality compliance, maintaining trust and reliability across datasets.
- - Supported senior associates by preparing formatted reports and market insights used in client deliverables.
MDP Associate
PitchBook Data (Morningstar)
07.2022 - 12.2022
- - Assisted in data assessments for private equity, venture capital, and M&A; transactions.
- - Performed initial financial analysis that contributed to investment decision-making and improved dataset coverage.
Education
MBA - Finance & Marketing
Utkal University
01.2022
B.Sc. (Hons.) - Zoology
OUAT
01.2018
Class XII (CBSE) - undefined
01.2015
Class X (CBSE) - undefined
01.2013
Skills
- Finance & Research: Financial Analysis, Financial Modelling, Fundamental Analysis, Macroeconomics
- Private Markets: Private Equity, Venture Capital, M&A; Data Research, Limited Partner (LP) Profiling
- Data & Reporting: Secondary Research, Report Writing, Data Quality Assurance
- Professional Skills: Stakeholder Management, Team Collaboration, Mentorship, Strategic Insights
Certification
- CFA Level II Passed (2025)
- Financial Modelling & Fundamental Analysis – Udemy
Awards
Star of the Quarter – Q3 2023 & Q1 2025, PitchBook (Morningstar), CFA Level II Passed (2025)
Other Achievements
- - 1st Rank – Regional-Level Science Exhibition, KV Steel Plant, Visakhapatnam
- - 1st Rank – Intra-School Cricket Tournament
Timeline
Senior Research Associate
PitchBook Data (Morningstar)
07.2024 - Current
Research Associate
PitchBook Data (Morningstar)
01.2023 - 07.2024
MDP Associate
PitchBook Data (Morningstar)
07.2022 - 12.2022
B.Sc. (Hons.) - Zoology
OUAT
Class XII (CBSE) - undefined
Class X (CBSE) - undefined
MBA - Finance & Marketing
Utkal University
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