Isha Tungare

Isha Tungare

FR-Equity Research

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  • Timeline

  • About me

    Private Equity Analyst. CFP India, Cleared CFA level 1.

  • Education

    • CFA Institute

      -

      cleared CFA level 1

    • FPSB

      -
      Certificate Certified Financial Planning
    • University of Mumbai

      2015 - 2018
      Bachelor of Commerce - BCom Fiancial markets
    • Seneca Polytechnic

      2023 - 2024
      Postgraduate Degree Business Analyst A
  • Experience

    • CRISIL Limited

      Oct 2019 - Mar 2022
      FR-Equity Research

      •Aggregated and standardized financial and ESG data for database uploads, improving data quality and consistency across teams.•Led research on emerging trends and technologies using scientific literature and global conferences.•Managed MIS reporting, handled Bloomberg Terminal, and supported continuous product development.•Supervised junior analysts and led training initiatives to enhance productivity and data accuracy.

    • MktBI

      Jan 2023 - Jul 2023
      Private Equity Analyst

      Maintained private equity (PE) deal, investor, and transaction lists using internal and external sources, improving data tracking accuracy by 30%.•Conducted in-depth sector research across business services and real estate; provided reports to support investment decisions.•Tracked key investor activity (PEs, LPs, VCs, family offices) and monitored market developments for opportunity mapping.•Extracted and validated data using SQL queries, streamlining research processes.

  • Licenses & Certifications

    • Banking Basics: What Every Business Leader Must Know

      LinkedIn Learning certificate
      View certificate certificate
    • Pre-investing: Before Investing in Real Estate

      LinkedIn Learning certificate
      View certificate certificate
    • Real Estate Contracts

      LinkedIn Learning certificate
      View certificate certificate
    • Certified Financial Planning

      FPSB India
      Aug 2023
    • Financial Modeling and Forecasting Financial Statements

      LinkedIn
      Jul 2021
      View certificate certificate