Sonali Goel

Experience

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  Corporate Connect Official

  Jan 2020 - Feb 2021

  Core member
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  McDonald's

  Jan 2020 - Jan 2020

  Live project
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  Motilal Oswal Financial Services Ltd

  Feb 2020 - May 2020

  Internship Program

  Technical Analysis for investment in stocks - Created a project report on factors considered by equity investors while making investment in stock market - studied terminologies - ETF's, Mutual Funds, Active and Passive investors etc.

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  EbixCash

  Jul 2020 - Sept 2020

  Live project - Research on Challenger Banks

  Team project - Comparative analysis between Challengers banks, Neo Banks and Traditional Banks- Evolution of Banking system- Pros and Cons of each

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  BRATS

  Jul 2020 - Sept 2020

  As a intern worked closely with top level- Worked on expanding Brands footprints- Strategies Formulation-Testing, Implementing and Analysis of various strategies Coordinated between BRATS and Campus for conducting various educational based webinars.

  • Strategy and business development

    Jul 2020 - Sept 2020

  • Campus Ambassador for IBS, Mumbai

    Jul 2020 - Jul 2020
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  Indxx

  Apr 2021 - Dec 2022

  Analysts

  • Developing, creating and maintaining several client and in-house indices which serves as benchmark for ETF’s and other financial Instruments.• Creating process documents, security analysis, secondary research and security level research for custom index.• Adjustment of corporate actions affecting outstanding shares and ownership structure of global equities as a part of ongoing client project, extensive worked on global market indices, industry research, merger and acquisition adjustment.• Involved in streamlining the current process for securities across US, EMEA etc regions.• Engaging with client on regular basis for onboarding new projects and handling client queries. Show less

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  Morningstar

  Feb 2023 - now

  Indexes Client Experience Analyst | Indexes Product Management