
Timeline
About me
Team Lead at Morningstar
Education

Sikkim manipal university of health, medical and technological sciences
-Mba in finance finance
University of delhi
-B.a. hons
Experience

Vedams ebooks (p) ltd
Feb 2002 - Feb 2004ExecutiveOn the initial level worked on the subject catalogs link up to provide detailed descriptions including the complete table of contents and excerpts from the jacket/preface of individual book. Afterward worked on “Troodon” software and input all the requisite information of any books which were really helpful for the customer. Through this software we had generate the catalog card and send it to the educational institutions, art museums, botanical gardens, natural history museums for easing their daily works. Show less

Hemscott india (acquired by morningstar in 2007)
Feb 2004 - Apr 2008Financial analyst & senior research associateTraveled to London in January 2006 for transitioning UK Operation from London to Delhi after specific training. Conduct research mainly on the companies which are listed on exchanges of various European countries in advance to new market coverage Spreading of the financial statements in excel as per the formats provided so as to required ratio analysis can be done. Analyse each and every line item of income statement. Balance sheet and cash flow and separate out the extraordinary items. Providing the information about the nature of the business (industry classification) as per the rules specified by the company, providing all the information about the subsidiaries, executive and non-executive directors, analyse the profile of the company. Processing Fundamental filing of the companies which are listed on exchanges of various European countries through removing the effects of certain extraordinary items (non-operating, non-recurring in nature) from income statement to arrive at normalized earnings which shows the true earning picture of the company Collecting the WASO, share outstanding at the end, EPS etc. Spreading of the financial statements in excel as per the formats provided so as to required ratio analysis can be done. Show less

Morningstar
Apr 2008 - Jan 2013Operational and Team Management Responsible for managing LSE’s companies Equity data collection (Quarterly, Prelim & Annual Report) operations. Managing daily team analysis with direct reporting of 11 people including Assistant team Lead. Conducts team work planning, estimation and prioritization to optimize effective utilization of resources. Ensuring smooth deliveries of client files and timely turn-around response to client queries\feedback. Forecasting workload\peaks analysis of various teams and drawing the staffing accordingly. Preparing Reports – Monthly, Weekly, client presentation, quality Audit Report for the top management. Supporting at execution level of migration various process to new change in platform. Responsible in new hiring, and placing right candidate at right place. Also responsible in providing new hire process training with coordination of team lead of respective process. Ensuring and driving different method\tool to increase Productivity, Quality and Timeliness of team’s tasks. Prepared Fundamental Chart of Accounts, specifically Industry Bank and Insurance template in accordance with IFRS guideline to map out Global Market at different accounting and reporting levels. Driving organization's objective and building ownership in each data analyst through effectively communicating team goals, discussing current issues, motivating teams and ensuring to gear up with a positive and result oriented output. Responsible in initialising new project, transitioning operational tasks, building operational efficiency in the team. Show less Managing a team with all development and completion, which includes training, development and appraisals. Managing daily team analysis with direct reporting of 9 peoples. Involved in the collection and analysis of company fundamentals requiring great attention to detail. Experienced in analyzing company accounts, stripping out exceptional items and working out normalized earnings. Managing both daily and long term projects Knowledge of corporate actions and applying the relevant adjustments which vale added to the investor. Complete review of all format companies on a daily on-line basis. Reviewing of all Interim & Preliminary announcement figures daily. Summarizing prices sensitive news flow which highlights various business events occur in an company published through LSE. Ability to spot and deal with profit warnings. Analyse each and every line item of income statement. Balance sheet and cash flow and separate out the extraordinary items. Show less
Team Leader
Jan 2010 - Jan 2013Assistant Team Leader
Apr 2008 - Jan 2010
Licenses & Certifications
![NSE's Certification in Financial Market [NCFM]](https://img.deepenrich.com/v1/certification/0000/default.webp)
Financial market : beginners module
Nse's certification in financial market [ncfm]
Honors & Awards
- Awarded to ASHUTOSSH TRIVEDI5 Years Tenure Award Morningstar India Pvt. Ltd. Jun 2009
Languages
- enEnglish
- hiHindi
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