Rahul Gupta

Rahul Gupta

Financial Analyst

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location of Rahul GuptaThane, Maharashtra, India

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  • Timeline

  • About me

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  • Education

    • IMCOST (Institute of Management & Computer Studies)

      2009 - 2012
      Bachelor's degree Accounting and Finance
  • Experience

    • BAHAR INFOCONS PRIVATE LIMITED

      Jan 2014 - Jan 2015
      Financial Analyst

      • Interpreting data as per the required criteria and collecting the data points in the system.• Organizing, analyzing and maintaining the data collected from different regulatory sources and company website.• Manage data as per client-specific requirement.• Capturing all corporate Action of listed companies ( Bonus issue, Right Issue, Stock spilt, Dividend etc.) & updating Dynamic Changes in Board of Directors.• Mutual Funds, NCDs New Listing Details.• Updating the information about Quarterly Results & Shareholding Patterns of the Company from BSE & NSE sites.• Gather data necessary to accomplish analysis from a number of sources i.e.(www.bseindia.com, www.nseindia.com, www.sebi.com, www.rbi.org.in) accumulate it together in prearranged format and enter the data in several data analysis software• Doing client delivery & solving client Queries.• Improve productivity within the team. Show less

    • Morningstar

      Feb 2015 - now

      •Handling different types of corporate actions. (Dividends, splits, Right issues, Bonus issues, Merger and Acquisition, Spin off, IPO) of more than 100 exchanges. (US, Canada, Europe, Asia, Australia, and North America)•Act as Quality analyst between various teams in fixing the issues for smooth functioning and provide client solutions within allocated TAT.•Creating BRD and FRD documents related to new and Existing Enhancement•Doing UAT testing on test and Live server of business requirement proposed•Working on SQL queries, to extract the data and work on the erroneous data and rectify the same •Managing mergers, acquisitions, listing of new companies, IPOs, and de-listing existing ones.•Primary research for collecting in house data through press releases, SEC, Exchanges sites and Automatic Feeds.•Handling queries of external clients such NYSE, Nasdaq, Nordic exchanges, London stock exchange, OTC market, financial times etc. as well as queries raised by operational team and CRM.•Maintaining and forwarding reports (MIS, statistics, and client issue reports) to Team leader and Managers of various process.•Stock addition and deletion, liquidation, Reorganization based on press releases. Show less

      • Associate Team Lead

        Jun 2023 - now
      • Senior Data Research Analyst

        Feb 2015 - Jun 2023
  • Licenses & Certifications