Utkarsh Chandurkar
Research Associate
Navi Mumbai
Summary
A highly motivated and goal-oriented individual with a strong passion for financial markets. Currently serving as a Research Associate at Morningstar, I have further developed my capabilities by completing a financial modeling course and am presently working towards my CFA Level II certification. I am committed to a career in finance where I can empower both individuals and corporations to realize their financial objectives, and I am actively exploring new opportunities to begin this journey.
Overview
12
12
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
Work History
Research Associate
Morningstar
12.2022 - Current
- Conduct extensive research on private companies, consistently tracking funding rounds and performing indepth.
- Synthesize complex information into clear and concise resume points, highlighting key findings and recommendations for senior decision-makers.
- Collaborate closely cross-functional teams to support business objectives.
Travel Counselor
American Express Global business travel
06.2018 - 06.2022
- Assisting finance team in refund cases and addressing client queries about billing.
- Coordinating between client, finance team and vendors with billing queries.
Travel Consultant
Balmer Lawrie
06.2017 - 04.2018
- Assisting client with corporate tickets.
- Coordinating with airline and inhouse finance team for various billing and ADM queries.
Quality Analyst
TCS
10.2013 - 08.2016
- Worked along with onsite project management team on various project of Travelport.
- Testing software and raising errors for onsite developers.
Education
PGDM - Travel and Tourism
Welingkar Institute of Management
01.2016 - 01.2018
Bachelor of Science - Hospitality Studies
Mumbai University
01.2010 - 01.2013
Financial modeling - undefined
IMS Pro school
01.2022 - 05.2022
Skills
Advance Excel
Certification
Financial Modeling, IMS Pro School, 01/01/22, 05/31/22
Timeline
CFA Level 1
06-2023
Research Associate
Morningstar
12.2022 - Current
Financial modeling - undefined
IMS Pro school
01.2022 - 05.2022
Travel Counselor
American Express Global business travel
06.2018 - 06.2022
Travel Consultant
Balmer Lawrie
06.2017 - 04.2018
PGDM - Travel and Tourism
Welingkar Institute of Management
01.2016 - 01.2018
Quality Analyst
TCS
10.2013 - 08.2016
Bachelor of Science - Hospitality Studies
Mumbai University
01.2010 - 01.2013
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