Junaid Pathan

Experience

• 

  Padma Corporation

  Sept 2021 - Mar 2022

  Account Executive

  • Prepare monthly Profit and Loss account and Balance Sheet.• Prepare reports for revenues, material cost and fixed cost.• Managing the sales order and customer invoices purchase order according to company’s requirement.• Managing inventory of finished goods and other component. • Coordinating with tax consultant for GST related matters.

• 

  Morningstar

  Sept 2022 - now

  Responsible for collection of Portfolio holdings and asset allocation data from 250+ data providers specifically focusing on funds in the Australian and New Zealand markets.• Involved in Collection of diverse portfolios of 4,500+ funds and over 6,000 share classes within specified deadlines, facilitating clients in meeting their APRA reporting requirements.• Responsible for addressing client inquiries concerning data representation, reporting requirements, and APRA regulations, all while prioritizing and ensuring superior data quality to meet and exceed client expectations.• Continuously improve data collection and other existing processes, identify inefficiencies and develop improvement strategies.• Conduct Root cause analysis to identify and address process issues, ensuring timely resolution and prevention of recurrence.• Responsible for effectively implementing and enforcing embargo measures on portfolio data within Australia and New Zealand funds, ensuring compliance with regional regulations and restrictions.• Drive process improvement initiatives to enhance efficiency and optimize workflows. Show less Actively manage investment data from EMEA, Australia and New Zealand region by using Morningstar data collection systems.• Ensure data timeliness, completeness and accuracy to meet business goals.• Managed relationships between Morningstar and Asset Management companies and other data vendors in Australia and New Zealand Market.• Trained in effective communication and email writing, constantly implementing the same while maintaining relationships with Fund companies and Asset Management companies.• Work with Product teams, Technical Teams to Identify and solve data issues. Show less

  • Data Research Analyst

    Mar 2023 - now

  • MDP associate

    Sept 2022 - Mar 2023