Aditya Potdar

Aditya potdar

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location of Aditya PotdarThane, Maharashtra, India
Followers of Aditya Potdar1000 followers
  • Timeline

  • About me

    Credit Risk Analyst at MP Financial Advisory Services LLP | Ex-Morningstar |Passed CFA level 1 exam

  • Education

    • Cfa (us)

      -
      Cfa level 1
    • Mumbai university

      2018 - 2021
      Bachelor's of management studies finance, general 8.48 cgpa
  • Experience

    • Future generali india life insurance

      Oct 2019 - Dec 2019
      Intern

      Assisting clients and guiding them regarding various insurance policies as per their suitability and requirements.

    • Morningstar

      Sept 2022 - May 2023
      Mdp associate(equity operations)

      • Collecting Fundamental Data from Companies Financial Statement and footnotes for Global market companies as per the predefined collection policies.• Ensuring and Improving the performance, productivity and the delivery of operational performance KPI's.• Working in Faster financials as to fasten the delivery of Reports to the Clients.• Adapted workflow to meet business needs.• Collection of data after analysing and interpreting data from different source.

    • Mp financial advisory services llp

      Feb 2024 - Dec 2024
      Credit risk analyst

      • Conducted in-depth research on companies within the manufacturing, construction, and NBC sectors, analyzing financial statements such as income statements, balance sheets, and cash flow statements to assess creditworthiness.• Examined quarterly and annual reports, regulatory filings, and public disclosures to evaluate financial stability and risk exposure.• Performed comprehensive industry and sector research, identifying key trends, competitive dynamics, and risk drivers affecting companies.• Developed financial models to analyze and forecast company earnings and financial performance, integrating macroeconomic factors and industry trends into projections.• Served as a liaison between company promoters and credit rating agencies, facilitating smooth communication and ensuring accurate financial and business information representation.• Assisted in preparing and presenting key financial data, risk assessments, and industry insights to support credit rating evaluations. Addressed queries from rating agencies, provided clarifications, and worked closely with stakeholders tooptimize the credit rating process. Show less

  • Licenses & Certifications

    • Passed cfa level 1 exam

      Cfa institute
      Oct 2022