Summary
Overview
Work History
Education
Skills
Certifications
Accomplishments
Timeline
Generic

Rohan Divate

Thane

Summary

I am a results-oriented Data Research Analyst with a strong background in the finance equity sector. Proficient in data analysis and market research to provide actionable insights for informed decision-making. Demonstrated expertise in collecting, analyzing, and interpreting financial data. Adept at translating complex findings into clear, concise data for stakeholders. Seeking to contribute data-driven solutions to optimize investment performance and enhance profitability in the finance equity sector.

Overview

3
3
years of professional experience

Work History

Data Research Analyst

Morningstar India Pvt Ltd
Mumbai
03.2021 - Current
  • I am currently crossed trained and working for two different processes namely ECS (Equity Capital Structure) and TSO (Total Shares Outstanding).
  • Oversaw data production by gathering historical and real-time equity shares data for PBR/PB+ (Pitchbook) and Morningstar Indexed Companies to compute precise market capitalization and Enterprise Value.
  • My role allows me to study global markets and calculate impact on company's shares outstanding due to various corporate actions it undertakes on a granular level.
  • Assisted tech team with the development of in-house translation and conversion tool - Docxtract.
  • Performed quality checks of shares data collected by other Analysts to identify inconsistency and make corrections for improved integrity and quality of the data provided to our client.
  • Specialized in comprehensive IPO data collection and analysis by meticulously collecting critical IPO data points for a diverse portfolio of companies, including shares to be offered, offering price, over-allotment details, underwriting of shares, underwriting commission structure, lock-up periods and transaction expenses.
  • Trained on China and Taiwan markets under the LOTUS Project.

Education

CFA Level 1 -

CFA Institute
11.2022

Masters of Commerce - A+ Grade - Finance And Accounting

R.A.Podar College of Commerce And Economics
Mumbai
11.2020

CA-IPCC both groups cleared -

ICAI

Skills

  • MS Office Planning and Organization
  • SQL
  • Exhaustive knowledge of Equity, Fixed Income, Corporate Finance and Portfolio Management
  • Analytical and critical thinking

Certifications

  • Microsoft Excel - Beginner to advanced
  • Financial Modelling and Valuation

Accomplishments

  • Received Thank You card from colleague for helping her with her work while she was recovering from a serious health issue - 2021.
  • Received Thank You card from my Team Leader for consistently maintaining efficiency above 120% and Quality score at 99.5% (Benchmark 98%) - 2022.
  • Received two "You Rock" and one "Thank You" card for consistently achieving Efficiency above 100% and Quality above benchmark for more than 6 months in 2023.

Timeline

Data Research Analyst

Morningstar India Pvt Ltd
03.2021 - Current

CFA Level 1 -

CFA Institute

Masters of Commerce - A+ Grade - Finance And Accounting

R.A.Podar College of Commerce And Economics

CA-IPCC both groups cleared -

ICAI
Rohan Divate