Sannidhya Upadhyay
Research Associate
Navi Mumbai
Summary
Skilled Research Associate with robust background in analyzing and structuring data. Contributed to significant research projects and collaborated with cross-functional teams to drive innovative solutions. Demonstrated critical thinking and proficiency in data analysis and research methodologies.
Overview
3
3
years of professional experience
4040
4040
years of post-secondary education
6
6
Certifications
2
2
Languages
Work History
Research Associate
Morningstar
09.2024 - Current
- Analyzed, organized, and refined research data to generate key insights for PitchBook's front-end platform.
- Tracked financing rounds across Debt, Mezzanine & LBO.
- Researched on Company profiles, Promoters, US regulatory filings, SEC filings, & Press releases.
Equity Analyst Intern
Finlatics
10.2022 - 12.2022
- Equity research
- Fundamental & Technical
Education
B.Sc. - Actuarial Science & Quantitative Finance
Institute of Actuarial Science And Quantitative Finance
01.2020 - 01.2023
Secondary School Certificate -
Ryan International School
01-2020
Higher Secondary Certificate -
Podar International School
Skills
- Fundamental & Technical analysis
- Securities and Derivatives
- Trade Life Cycle
- AML/KYC
- Settlement & Reconciliation
- Asset Management
- Risk Management
- Excel/PowerBi
- Research and analysis
- R/Python
Certification
Certified Investment Banking Professional, 06/2026
Extra-Curricular Activities
Mitti café - volunteer Street tails - volunteer Institutional Social Responsibility (ISR) – Bhumi Foundation
Timeline
Research Associate
Morningstar
09.2024 - Current
Equity Analyst Intern
Finlatics
10.2022 - 12.2022
B.Sc. - Actuarial Science & Quantitative Finance
Institute of Actuarial Science And Quantitative Finance
01.2020 - 01.2023
Secondary School Certificate -
Ryan International School
Higher Secondary Certificate -
Podar International School
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