Palak Shah

Experience

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  Prabhudas Lilladher Private Limited

  Oct 2019 - Nov 2019

  Equity Research Intern

  • Performed financial analysis and constructed financial models while tracking infrastructure companies • Assisted senior analyst in publishing quarterly research reports

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  Sun Capital Advisory Services Pvt. Ltd.

  Jan 2020 - Apr 2020

  Investment Banking Intern

  • Conducted industry research and prepared investor’s outreach material including updated financial models • Managed investors queries and inquiries along with active participation in conference calls and client meetings• Prepared pitch book and information memorandum assisting startups for raising Series A and pre-series A capital

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  Morningstar

  Dec 2020 - May 2022

  Data Research Analyst

  • Interpreted & collected data for potential dilutive securities issued as part of employee compensation & sweetener while maintaining the quality of ~97%• Covered global market companies and collected data as per predefined policies for the calculation of Diluted Market Capitalization and Diluted Enterprise Value used in research reports• Helped organization in increasing the scope of data collection process by researching various financial reports• Created interactive videos for research analysts that led to decrease in commonly made errors resulting in improvement of data quality • Owned product roadmap, prioritized backlog via JIRA user stories, managed sprint planning and reviews• Identified gaps and led to collection tool development which resulted in decrease of high error rate areas and increasing product quality to 99% & above • Developed tool automation helping research analysts in data collection process and improving file processing time• Helped in implementing real time tracker for file processing activity improving productivity of research analysts• Organized tutorial calls for major tool developments improving adoption and efficiency of research analysts• Received appreciation letter for exemplary performance in managing testing of various builds and enhancements Show less

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  ISS ESG

  Oct 2023 - now

  ESG Analyst - Alternative Research