Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Bhakti Kataria

Navi Mumbai

Summary

A meticulous, organized individual and an aspiring management professional skilled at strong verbal communication, developing reports, and identifying integrated solutions eager to contribute towards the building of resilient business decisions and strategy. My interest in knowing and exploring people has helped me polish my leadership abilities, where I worked in industry. With an eye on the emerging industries and a taste for the emerging need of dynamic managers for integrated, inclusive and comprehensive business decisions, I am excited to venture into the professional world.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Associate Analyst - II

Apex Group Ltd (Holtara)
07.2022 - Current

Leading projects on Health Check / Invest Check ratings, assigning and maintaining quality of scoring/ratings of various sectoral companies.
Leading volume driven projects on full ESG ratings, assigning and tracking allocations and managing the efficiency of the project delivery.
Preparing gap analysis reports, maintaining quality and sustainability content in reports.
Develop overall appropriate strategies to assess the ESG risk and their potential impact and lay out ESG Strategic plan for projects and their implementation
Score and design ESG Rating / Invest check / Health check for client with detailed analysis as per the rules based ESG guidance (SASB & GRI) and apply quantitative measures to qualitative data responses on Apex portal.
Maintain positive and proactive relations with managers and employees, as well as clients

Research Analyst - ESG Retainer

Crisil Limited
11.2021 - 02.2022

Conducting comprehensive desk research into sustainability practices of companies across sectors and geographics.

Understanding ESG policies and keeping a track of sustainability trends, regulations and industry-specific challenges.

Assisting client companies to prepare ESG report as per sector specific standards. Engaged with client on a regular basis.

ESG Consultant

SG Analytics
12.2019 - 11.2020

Conduct sustainability research & analysis of companies across multiple sectors on ESG Companies
Analyze Annual reports, CSR Reports, Proxy Statement and Articles of a company to fetch information with regards to Economic, Environmental, Social and Governance related-data
·Understand and analyse company policies, processes and commitments towards its stakeholders, society and environment

Education

MBA - Finance

IES Management College And Research Centre
Mumbai
03.2020

M.Com - Finance

University of Mumbai
Mumbai
03.2020

Bachelor Of Management Studies - Finance

K.J. Somaiya College of Science And Commerce
Mumbai
04.2018

Skills

    ESG/Sustainability/Climate/Non-Financial Reporting

    ESG Data Analysis

    Sustainable Finance

    Data Analysis & Data Management

    Environment, Social & Governance

    Corporate Sustainability

Certification

NISM series V-A Mutual Fund Distributors Certificate.

Financial Markets by Yale University, Coursera, 2019.

Equity Research and Financial Modeling, Forevision, 2018.

Timeline

Associate Analyst - II

Apex Group Ltd (Holtara)
07.2022 - Current

Research Analyst - ESG Retainer

Crisil Limited
11.2021 - 02.2022

ESG Consultant

SG Analytics
12.2019 - 11.2020

MBA - Finance

IES Management College And Research Centre

M.Com - Finance

University of Mumbai

Bachelor Of Management Studies - Finance

K.J. Somaiya College of Science And Commerce
Bhakti Kataria