Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
UTSAV BASU

UTSAV BASU

Mumbai

Summary

Experienced finance professional with a passion to learn and an aim to make a mark for myself upholding values and ethics.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Investment Analyst

Morningstar Investment Management
Mumbai
11.2024 - Current
  • Working with key US recordkeeping clients towards enhancing retirement savings through portfolio optimization of US 401K Plans.
  • Youngest to join a 12 person group to handle building and optimizing 3x3 portfolios for clients like Merrill Lynch, TIAA & Transamerica.
  • Given key client ownership duties for Empower Retirement providing advice engine solutions to over $70B in AUM.
  • Contributing to fund analysis and portfolio management responsibilities for several other clients like Principal, Schwab and MissionSquare over a total AUM of $130B.
  • Developing Morningstar Optima 3.0 software with the help of tech team to provide tax efficient personalized retirement portfolios at scale.

Data Research Analyst

Morningstar India
Mumbai
04.2022 - 11.2024
  • Analyzed and collected financial and non-financial data from various company disclosures as per our predefined collection methodologies
  • Trained 15+ analysts on process methodologies through live training and audits
  • Actively participated in methodology formation based on financial domain knowledge
  • Actively contributed to tech and automation projects through machine learning (regex) to improve team & process efficiency
  • Cross team collaboration to develop new dataset and history building in the REITs space.
  • Worked on Morningstar platforms like Pitchbook and DBRS.

Intern

KPMG
Vadodara
07.2020 - 09.2020
  • Preparing presentations for the purpose of training on domain knowledge
  • Collecting and compiling client data as an input to research team based on predefined methodologies

Education

Certified Financial Analyst (Level 3 Candidate) -

CFA Institute
05.2024

US CMA Charterholder -

Institute of Management Accountants
12.2020

Bachelors of Commerce (Honors) - Strategic Finance

Christ University
Bangalore
06.2021

Skills

  • Critical Thinking
  • Presentation & Communication
  • Time Management
  • Leadership & Training
  • Domain Knowledge

Certification

  • Certificate Course in Statistics and Inferences
  • Certificate Course in Business Law
  • Certificate Course in Peer to Peer Learning and Mental Health
  • Certificate Course in Human Psychology (Preliminary)
  • US CMA Charterholder, Institute of Management Accountants, 12/01/20
  • Certified Financial Analyst (Level 3 Candidate), CFA Institute, 05/01/24

Timeline

Investment Analyst

Morningstar Investment Management
11.2024 - Current

Data Research Analyst

Morningstar India
04.2022 - 11.2024

Intern

KPMG
07.2020 - 09.2020

Certified Financial Analyst (Level 3 Candidate) -

CFA Institute

US CMA Charterholder -

Institute of Management Accountants

Bachelors of Commerce (Honors) - Strategic Finance

Christ University
UTSAV BASU