Detail-oriented Senior Research Analyst with over 3 years of experience specializing in financial data analysis, industry research, and alternative investments. Skilled in sector classification, data governance, and transforming intricate datasets into actionable insights for clients worldwide. Demonstrated success in project leadership, team mentoring, and driving tangible enhancements for private equity and venture capital investors.
Overview
3
3
years of professional experience
2021
2021
years of post-secondary education
3
3
Certifications
Work History
Senior Research Analyst
Pitchbook Data, Morningstar
05.2022 - Current
Evaluated corporate transactions including mergers, acquisitions, divestitures, joint ventures, bankruptcies, and private equity deals within private capital markets.
Conducted secondary research through news articles, regulatory filings, annual reports, and company websites for precise transaction assessments.
Tracked alternative investment portfolios, focusing on private equity and venture capital-backed firms in healthcare and finance sectors.
Led projects to refine sector categorizations within SIC classification projects, maintaining industry classification accuracy.
Developed industry-specific market maps to assist clients in understanding new and emerging sectors.
Created sector taxonomies for Real Estate Tech Companies and other client-specific projects, improving database organization by 25%.
Creating taxonomies for emerging sectors to enhance database searchability and organization.
Standardizing industry code definitions to align with current market standards.
Providing training and mentorship to new team members, streamlining onboarding and improving team efficiency by 30%.
Incorporated ESG data by categorizing 75,000 profiles using the IRIS framework, strengthening ESG data availability for sustainable investment strategies.
Classified & organized 20,000+ companies within stringent deadlines, ensuring seamless data integration for clients and stakeholders.
Education
B.Com. -
Sage University
Skills
Data Analysis & Interpretation
Private Capital Markets Research
Quantitative Research and Competitive Benchmarking
Project Management
Financial Forecasting & Budgeting
Database Management
Data Governance & Data Quality Assurance
Financial Modeling & Valuation
Innovation & Problem-Solving
Industry & Market Research
Mergers & Acquisitions Analysis
Secondary Research & Sectoral Analysis
Accomplishments
Honored with the Star of the Quarter Award Thrice for exceptional performance and leadership.
Acknowledged with Spot Awards for being the top performer in the team over six consecutive months.
Commended by the Director for assuming additional responsibilities and surpassing role expectations.
Recognized for implementing process enhancements that improved data quality and accuracy.
Certification
Financial Modelling & Valuation from finOptions Institute of Financial Studies Pvt. Ltd.