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