Sourabh Lotake
Mumbai
Summary
A well-rounded Research Analyst with holistic experience in the Financial Services Industry. Dedicated finance team player offering strong analytical and abstract reasoning skills excellent history of managing complex data well versed in business operations strategic planning and market analysis track records of positive academic performance and superior numerical and analytical skill.
Overview
3
3
years of professional experience
Work History
Data Research Analyst | Equity Capital Structure
Morningstar, Mumbai.
Mumbai
07.2023 - Current
- Conducted comprehensive research and analysis of equity capital structure for a diverse range of companies.
- Gathered, validated and maintained accurate financial data related to equity issuance, ownership patterns and capitalization.
- Utilized Morningstar's proprietary tools and database to extract, interpret and analyze financial information.
- Produced detailed reports and summaries of equity capital structure findings, contributing to informed investment decisions by clients.
Data Research Analyst | Debt Capital Struct
Morningstar, Mumbai.
Mumbai
01.2023 - 07.2023
- Accomplished analyst for debt capital structure with expertise in research and data analysis of debt instruments across diverse country markets.
- Gathered knowledge about executive trades in debt instruments in-line with team's investment strategy and market condition.
- Analyzed and interpreted macro economic indicators,market trends and credit ratings to inform investment decisions.
Financial Analyst
Avacare Shared Services Pvt.Ltd
Mumbai
06.2022 - 12.2022
- Undertake, review monthly/quarterly/yearly consolidation of accounts on a group level.
- Responsible compiling monthly reports related to actuals, budgets, business plans and financial statements to all relevant stakeholders.
- worked on daily bank entries and bank reconciliation for Accounts receivable and accounts payable.
- Processing the invoices of payments (supplier, vendors) on the sage software and loading then on intranet.
- Releasing the final approved payment to the banks.
- Worked to maintain all the record of the invoices and purchase orders.
- Utilized financial accounting systems and software to facilitate relationship between system and avoid errors.
Intern
Insplore Consultant
New Delhi
06.2021 - 08.2021
- Conducted a survey on perception of people towards insurance sector in India.
- Assisted in selling insurance.
Education
MBA - Finance
PTVA,s Institute of Management
BBA - Finance
BVDU Institute of Management
Skills
- Financial analysis
- Investment Research
- Data Gathering and Validation
- Financial Reporting
- Database Utilization
- Excel Proficiency
- MS Office
- Attention to Detail
- Teamwork and Collaboration
- Excellent Communication
Timeline
Data Research Analyst | Equity Capital Structure
Morningstar, Mumbai.
07.2023 - Current
Data Research Analyst | Debt Capital Struct
Morningstar, Mumbai.
01.2023 - 07.2023
Financial Analyst
Avacare Shared Services Pvt.Ltd
06.2022 - 12.2022
Intern
Insplore Consultant
06.2021 - 08.2021
MBA - Finance
PTVA,s Institute of Management
BBA - Finance
BVDU Institute of Management
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