Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
5
5
years of professional experience
Work History
ESG Product Consultant
Morningstar
06.2025 - Current
Support the management of client relations in APAC, EMEA and North America involving a portfolio of asset owners, asset managers, banks, insurance companies, and other financial institutions.
Ensure that clients have access to their subscribed research through our online platform which is Global Access or Morningstar Direct and/or receive recurring or one-off standard services, reports, or deliverables.
Respond quickly to client queries to resolve problems and ensure an effortless customer experience.
Administrate client information in our internal relationship management system; and
Support clients in accessing and understanding Sustainalytics’ suite of research products and ESG data for the purpose of incorporation into their investment processes and escalating appropriately.
Senior Data Analyst
Morningstar
01.2025 - 06.2025
Performed root-cause analysis on data-related system problems to recommend or execute corrective action.
Collaborating with stakeholders to understand their data needs and delivering solutions that address those needs effectively.
Data Analyst
Morningstar India pvt. ltd.
09.2022 - 12.2024
Actively collect managed investment data using Morningstar collection systems, and ensure data timeliness, completeness and accuracy to meet business goals.
Manage relationships between Morningstar and Asset Management companies, insurance companies and other data vendors.
Partner with quality assurance, products, and technical departments to resolve clients' data issues timely and effectively.
Establish and achieve the set Objectives & Key Results (OKRs) with the direction of team lead.
Monitor, analyze and execute summary reports including an investigation of potential data error to continuously improve data collection and quality assurance process using Lean Six Sigma tools.
ESG Analyst
Pacific Global Solutions
01.2021 - 08.2022
Conducting in-depth analysis on how a corporation's operational practices affect the environment, society, and governance.
A synthesis of sustainability research and financial analysis to identify material risks and opportunities that traditional financial metrics might overlook.