ANJU VARGHESE
Senior Analyst
Navi Mumbai
Summary
Dynamic research analyst with extensive experience in ESG analysis, sustainable investments, and data-driven decision-making. Proven expertise in financial modeling, business valuation, and enhancing reporting systems for optimal efficiency. Committed to leveraging a strong foundation in sustainable finance and research-driven strategies to facilitate impactful decision-making and drive positive change within organizations. Passionate about contributing to initiatives that align financial performance with sustainability goals.
Overview
5
5
years of professional experience
Work History
Senior Analyst - M & G Investments
M&G Investments
05.2025 - Current
- Streamlined workflow processes and implemented time-saving strategies, enhancing team productivity by 30%.
- Enhanced team productivity by streamlining workflow processes and implementing time-saving strategies.
- Mentored junior analysts, fostering professional development while enhancing overall team performance.
- Collaborated with cross-functional teams to identify areas of improvement, leading to increased operational effectiveness.
- Built strong relationships with clients, ensuring needs were met, and expectations exceeded on deliverables.
- Input and arrange data systematically into the database system to support efficient retrieval and reporting.
- Input and organize data into a digital database to enhance information management and retrieval.
- Established positive relationships with vendors, ensuring timely, cost-effective delivery of services and materials.
Senior Data Research Analyst - Morningstar Inc
Morningstar Inc.
03.2021 - 05.2025
- Managed end-to-end ESG processes for open and closed-end funds, ensuring compliance with EU SFDR and ESG standards.
- Used SQL for data extraction and validation, improving financial data accuracy by 30%.
- Optimized reporting workflows with advanced Excel models, enabling 20% reduction in monthly report time.
- Automated reporting tasks with VBA, saving 10+ hours monthly in manual effort.
- Led a team of 4 analysts to deliver quarterly financial forecasts, improving revenue projections by 15%.
- Developed dynamic financial dashboards to track KPIs, contributing to 5% increase in operational efficiency.
- Performed detailed quality checks to ensure compliance with financial policies and transfer agency regulations.
- Resolved client queries efficiently through JIRA, maintaining high accuracy and service quality.
- Collaborated with cross-functional teams to resolve complex operational issues, enhancing overall process efficiency.
Education
Master of Business Administration (MBA) - Finance
Indira Institute of Business Management
Mumbai, India01-2021
Bachelor of Commerce (B. Com) - Commerce
CHM College
Mumbai, India01-2018
University of Mumbai - Commerce
CHM College
Mumbai01-2017
Skills
- Data analysis tools
- Client advisory services
- Performance monitoring
- Client management
- Data analysis
- Data interpretation
- Team collaboration and leadership
Awards
Awarded Spot Award for outstanding performance (2024)., Awarded Star of the Quarter (2024)
Timeline
Senior Analyst - M & G Investments
M&G Investments
05.2025 - Current
Senior Data Research Analyst - Morningstar Inc
Morningstar Inc.
03.2021 - 05.2025
Master of Business Administration (MBA) - Finance
Indira Institute of Business Management
Bachelor of Commerce (B. Com) - Commerce
CHM College
University of Mumbai - Commerce
CHM College