Summary

Overview

Work History

Education

Skills

Accomplishments

Timeline

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

Trained and working under the Equity department in Morningstar.
Oversaw data production by gathering historical and real-time equity shares & related data Points 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.
Derive free float market capitalization by factoring in insider holdings, considering the impact of restricted shares, employee stock options and other insider ownership structures to provide a more accurate representation of the company's public valuation.
Specialized in comprehensive IPO data collection and analysis by meticulously gathering 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.
Assisted tech team with the development of in-house translation and conversion tool - Docxtract.
Performed quality checks by scrutinizing and correcting discrepancies in shares data by using SQL queries to identify inconsistencies and correcting them for improved integrity and quality of data, added new quality check measures, contributing to the production of high-quality deliverables to meet client expectations.
SPOC for UK and Europe Market.

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
Basic SQL

Exhaustive knowledge of Equity, Fixed Income, Corporate Finance and Portfolio Management
Analytical and critical thinking

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