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
Bangalore06.2021
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
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