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
Details Oriented
Critical decision making
Computer skills
Interpersonal skills
Financial modeling
Research and analysis
Research planning
Project management
Data interpretation
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