Research Associate
PitchBook, Morningstar
Total years of experience :2 years, 6 Months
• Spearheaded quarterly market research for VC, asset managers, and PE firms in 2022, identifying emerging trends and preferred industries, which contributed to a 10% increase in successful investment decisions.
• Deployed advanced research techniques to gather and analyze relevant data from company reports, online databases, the internet, and Morningstar proprietary content, enabling insightful industry and company assessments.
• Uncovered undervalued sectors and high-performing fund strategies from analyzing data on 2500+ US and UK hedge funds, leading to a 5% growth in client portfolio value.
• Dissected fund strategies, performance, and market trends: Extracted actionable intelligence through rigorous research across SEC filings, public records, financial statements, industry reports, and economic data.
• Leveraged diverse regional perspectives from colleagues across 5 countries to identify potential risks and opportunities, culminating in a 15% client satisfaction boost.
• Enhanced research collaboration: Instituted monthly knowledge-sharing sessions, leading to a 30% improvement in team synergy.
Projects done during the course: - Fundamental analysis on Havells India ltd for the year ending 2018 and 2019 2020 - Multi-currency Exposure and International exposure in a Balance Sheet. A case study on TCS. 2020