SHUBHAM PANDEY
Mumbai
Summary
Equity research professional adept at delivering data-driven analysis and actionable investment recommendations. Known for contributing effectively to team goals and maintaining flexibility in dynamic environments. Possesses strong analytical skills and keen eye for detail, ensuring reliable and thorough research.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Data Research Analyst: Equity
Morningstar India Private limited
01.2023 - Current
- Collected, reviewed, and analyzed financial and non-financial documents (annual reports, investor presentations, IPO filings) for global public and private companies.
- Monitored global IPO activity, conducted due diligence on prospectuses, and provided insights for investment decision-making.
- Conducted in-depth research to identify trends, patterns, and anomalies within large datasets.
- Collaborated with cross-functional teams to develop data-driven solutions for complex business challenges.
- Managed key platforms (GetNext, SRM, CC) for document organization, workflow optimization, and quality control.
- Contributed to the development of SQL-based functions for deep financial analysis and supported the creation of automated testing frameworks to validate analytical model accuracy.
- Handled financial report updates for 160+ companies, ensuring timely, accurate data during high-volume cycles.
- Resolved client queries, escalations, and inter-departmental discrepancies, maintaining high service quality and workflow continuity.
Intern: Financial Analyst
Talent Corner H.R. Services Private Limited
05.2022 - 07.2022
- Prepared and analyzed financial reports to support internal decision-making and client requirements.
- Entered, organized, and maintained financial data in relevant systems, ensuring accuracy and consistency.
- Supported audit processes by assisting with documentation, reconciliations, and compliance checks.
- Leveraged Microsoft Excel, Outlook, and Tally Prime for financial analysis, data management, and reporting.
Executive: Financial Product
HDB Financial Services
05.2021 - 12.2021
- Conducted market research to identify sales opportunities and assess customer needs across financial products.
- Proactively generated leads through cold calling, networking, and follow-ups to drive business growth.
- Engaged with potential clients to understand their financial goals, presenting tailored product solutions.
- Utilized Microsoft Excel, Outlook, and Teams for client communication, data tracking, and reporting.
- Enhanced customer satisfaction by streamlining communication channels and improving response times.
Education
Masters in Business Management - MMS - Finance
Guru Nanak Institute Of Management Studies
Matunga05.2023
BCom -
Guru Nanak Khalsa College
Matunga04.2020
HSC - Commerce
Maharshi Dayanand College
Parel03.2017
SSC - Maharashtra Board
Abhyudaya Education Society High School
Cottongreen04.2015
Skills
- Financial & Equity Analysis
- Market Research & IPO Evaluation
- Data Visualization (Excel, Power BI)
- Financial Reporting & Documentation
- Process Improvement
- Client & Stakeholder Support
- Attention to Detail
- Team Collaboration
Certification
- Financial modelling - The WallStreet School
- NISM-Series-V-A: Mutual Fund Distributors
- NISM-Series-XV: Research Analyst
Hobbies and Interests
Founder and lead performer of Synchronizers, a live music band performing at private events and venues—showcasing creativity, teamwork, and event coordination. Also run Travoug Experience, a passion project focused on curated travel content and experiences, reflecting interest in culture, planning, and storytelling.
Instagram: @synchronizersband | @travougexperience
Instagram: @synchronizersband | @travougexperience
www.linkedin.com/in/shubham-pandey25
Timeline
Data Research Analyst: Equity
Morningstar India Private limited
01.2023 - Current
Intern: Financial Analyst
Talent Corner H.R. Services Private Limited
05.2022 - 07.2022
Executive: Financial Product
HDB Financial Services
05.2021 - 12.2021
Masters in Business Management - MMS - Finance
Guru Nanak Institute Of Management Studies
BCom -
Guru Nanak Khalsa College
HSC - Commerce
Maharshi Dayanand College
SSC - Maharashtra Board
Abhyudaya Education Society High School
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