Summary
Overview
Work History
Education
Skills
Language Proficiency
Accomplishments
Certification
Volunteer Work
Timeline
BusinessAnalyst
Taha Nasir

Taha Nasir

Financial And Investment Professional
Mumbai

Summary

Results-oriented professional with problem-solving and critical thinking skills and meticulous attention to detail & methodical nature. Skilled in tackling problems in unique ways to develop innovative solutions. Seeking to advance my career in the financial services sector, specifically in investment research and investment management, utilizing my knowledge and skill set acquired from 2 levels of CFA, graduation, and past work experience.

Overview

6
6
years of professional experience
1
1
Certification
5
5
Languages

Work History

Senior Analyst

TresVista
06.2023 - Current
  • Drive the creation of financial models, capital structures, and valuations for private and public companies.
  • Lead project execution, ensuring Analysts deliver high-quality, client-ready output.
  • Ensure accuracy and consistency in analyses, optimizing project outcomes.
  • Guide teams on complex projects, maintaining adherence to strict deadlines and quality benchmarks.
  • Display expertise in understanding companies' capital structures, debt types, and financial maturity schedules.
  • Maximize team productivity by enforcing effective communication and timeline adherence.

Data Research Analyst

Morningstar
12.2020 - 05.2023
  • Conducted comprehensive global analysis of financial data from diverse private and public companies, utilizing balance sheets, cash flow statements, income statements, and footnotes.
  • Key contributor to the DBRS project, integral to its inception, recognized as a core team member and awarded Star of the Quarter.
  • Implemented Machine Learning techniques, automating 50% of the process and establishing standardized procedures.
  • Enhanced data quality via SQL queries and SOP implementation.
  • Provided mentorship and clarification on methodologies to new analysts.
  • Acted as the primary point of contact, efficiently resolving client issues and tickets.

Research Associate

MMR Research Worldwide
09.2018 - 05.2019
  • Conducted comprehensive research on FMCG brands utilizing diverse data sources (databases, physical records, digital resources, and sample studies).
  • Generated actionable insights to enhance product development strategies.
  • Conducted various quantitative analyses including significance testing, ANOVA, correlations, and probability concepts.
  • Consistently met project deadlines and requirements.

Senior Operations Officer

Tata Capital Ltd
07.2017 - 08.2018
  • Managed documentation and ensured data accuracy in client files.
  • Conducted extensive data verification and maintenance using Excel.
  • Resolved 50+ daily customer inquiries via calls and emails, providing product information.
  • Assisted the Chief Operating Officer in daily operational tasks.
  • Proficiently utilized SAP and collaborated closely with Salesforce.

Education

BBA - Finance

Mumbai University
Mumbai
03.2017

Skills

    Research, and Analysis

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Language Proficiency

IELTS (Overall): 8 • Listening: 7.5 • Reading: 9.0 • Speaking: 8 • Writing: 7

Accomplishments

    Cleared CFA Level 2

Certification

CFA Level 2

Volunteer Work

Waste Recycling (May 2023) • Managed the entire route, including coordination with the truck driver and plastic donors.

Tied up with CSR units of corporations to get these drives funded.

Blood Donation (Hosted by Morningstar)

Timeline

Senior Analyst

TresVista
06.2023 - Current

Data Research Analyst

Morningstar
12.2020 - 05.2023

CFA Level 2

07-2019

Research Associate

MMR Research Worldwide
09.2018 - 05.2019

Senior Operations Officer

Tata Capital Ltd
07.2017 - 08.2018

BBA - Finance

Mumbai University

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Taha NasirFinancial And Investment Professional