
Timeline
About me
Equity Data Research Analyst | Morningstar | M.M.S | Swing Trader |
Education
University of mumbai
2020 - 2022Master in manegment studies finance
Experience
Growth arrow company
May 2021 - Jul 2021Equity research analyst- Conceptual knowledge of fundamental and technical analysis.- Basic fundamental analysis of a few companies. - Detailed technical analysis of a few Stocks. - Successfully written Equity Research Reports. - Provided the comprehensive market analysis to traders in diverse stock sectors, offering daily and weekly trend updates.- Participated in the team responsible for producing Equity Research Reports in response to client requests.- Involved in creating forecasting reports using Excel financial data modeling.- Mentored the new team members in addressing day-to-day doubts regarding the technical analysis. Show less
Morningstar
Dec 2021 - nowData research analyst• Initially involved in collecting equity data and conducting financial data analysis in accordance with GAAP and IFRS. Analyzed and collected financial and non-financial data from annual and quarterly reports, press releases, financial statements, and footnotes as per the predefined collection policies.• Discovered and raised issues in work (Including system, process, and collection methodology) and proposed 10+ enhancement suggestions to further improve system.• Led a team of 10 members in the Dominion Bond & Credit Rating Service team, specializing in data collection. Our work mainly focused on financial data cleansing, document processing, and analysis.• Worked as an internal data Quality Analyst with a focus on financial data analysis to enhance the accuracy of the process.• Played a crucial role as a co-coordinator in the $6.5 million 'DAP 2.0 Project,' specializing in financial data analysis and database integration for a new data collection interface. Led a 15-member team and was responsible for project management, data automation, and handling market data dealing, which included market research and utilized MySQL and MongoDB aggregation skills for these tasks.• Involved in the initial due diligence and collaborated with the Chicago and India Tech teams to improve the project's overall quality, emphasizing technical feasibility analysis to enhance project decisions.• Key involvement in the creation of market specifications for the automation of data flow and currently responsible for managing the Indonesia, Bahrain, and Switzerland markets.• Earned the Rewards and Recognition Awards three times and Star of the Quarter once, showcasing my leadership and project management skills, as well as my efficiency in the role. Show less
Licenses & Certifications
- View certificate
Become a data analyst - (python, excel, sql, power bi)
UdemyDec 2022 Advanced program in accounting & business analytics - (microsoft office tools, advanced excel, corporate finance, tally erp 9 - (including taxation) and business analytics).
Niit technologiesJul 2019
Volunteer Experience
National Service Scheme (N.S.S.) - Team Leader
Issued by National Service Scheme on Jul 2015Associated with Abhishek Borole
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