Rishabh Rajoria

Rishabh Rajoria

Business Development

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  • Timeline

  • About me

    Associate Quant Analyst, Quant Research at Morningstar

  • Education

    • Pace Junior Science College

      2014 - 2016
      Science
    • Avalon Heights International School

      2008 - 2014
      Science
    • University of Mumbai

      -
      Bachelor of Commerce Finance
    • BSE Institute Ltd

      2018 - 2019
      Global Financial Markets Professional International Finance

      Coursework included Equity research, Portfolio Management, Advanced Derivatives, Fundamental Analysis, Technical Analysis, Commodities Trading and Risk Management.

  • Experience

    • Pharmart

      Aug 2017 - Sept 2018
      Business Development
    • Morningstar

      May 2021 - now

      Manager/Quant Research1) Developed multiple Python notebooks for the 529 plans manager research team, integrating data using AWS Athena across diverse years and plans. This enabled 529 analysts to interact with a dashboard, providing them with a visual representation of their surveyed RFI data across various plans, years, and datapoints. The development leveraged libraries such as pandas, boto3, ipywidgets, matplotlib, datetime etc.2) Conducted comprehensive ground-up research and assisted stakeholders in devising a methodology to estimate the cheapest to deliver bond with diverse characteristics for various bond future contracts from multiple global exchanges.3) Designed and implemented a Python script into our team's workflow, modernizing the manual screenshot capture and naming process. This enhancement boosted team efficiency by 25 percent and elevated image quality for our new internal tool, leveraging numerical computation packages like numpy, pandas etc.4) Delved into regex applications and Machine learning techniques to efficiently extract people-centric content/data points from fund presentations, aiding in the creation of year-on-year organizational chart time series.5) Produced detailed statistical insights to assess our efficiency, productivity, pinpoint areas for improvement, and subsequently explore opportunities for further process automation.6) Engaged in QA testing for our recently developed internal tool, and liaised with stakeholders for necessary adjustments and rectifications.7) Collaborated with over 20 global Manager Research Analysts, unveiling content-related challenges across various asset classes, including Equity, Fixed Income, ESG, 529s, and HSAs and designed RFI surveys accordingly.8) Formulated standard operating procedures (SOPs), encompassing in-depth research and logics for all processes adopted by the team. Show less

      • Associate Quant Analyst

        Dec 2023 - now
      • Data Research Analyst

        May 2021 - Dec 2023
  • Licenses & Certifications

    • Global Financial Markets Professional

      BSE Institute Ltd
    • CFA Level 2 Cleared

      CFA Institute
      Jul 2024