Shivanshu Waghmare
Mumbai
Summary
Experienced data research analyst with over 2 years of expertise in public equity and private market research. Played a pivotal role in a BDC project, improving tool functionality to optimize efficiency and accuracy, resulting in significant time savings and error prevention.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Data Research Analyst
Morningstar
10.2022 - Current
- Debt Instruments & Fixed Income Securities: Analyze debt-related financial data, focusing on bonds, loans, and other fixed-income securities.
- Capital Markets Expertise: Assess financial health and performance within global markets, including US GAAP and IFRS frameworks.
- Equity Research & Securities Analysis: Complement credit assessments with equity research insights to gauge holistic market positions.
- Credit Risk Assessment: Evaluate the creditworthiness and risk profiles of various entities using quantitative and qualitative methods.
- SLA:Performed contract and SLA oversight and facilitation of client needs to foster account growth.
Education
MBA - Finance
RKDF University
07.2022
Bachelor of Commerce - Taxation
Bhopal School of Social Sciences
10.2020
Skills
- PostgreSQL
- Advance Excel
- Tally
- Visual Basic for Applications
- US GAAP
- IFRS
- Financial Planning
- Financial Modeling
- Critical thinking
- Team building
- Time management abilities
- Data visualization
Certification
- Tax Planning, The Bhopal School of Social Sciences: Tax Planning Course helped me enhancing my knowledge related to tax norms and regulations.
- Technical Tools: This course helped me in enhancing my technical knowledge in area of Advance Excel, SQL(PostgreSQL), Power BI and Visual Basics for Application(VBA).
- Financial Planning and Financial Modeling: Learned about financial data and how to use them for forecasting and making assumptions of its future performance for the particular company or market.
Languages
English
Hindi
Personal Information
Date of Birth: 08/05/99
Timeline
Data Research Analyst
Morningstar
10.2022 - Current
- Tax Planning, The Bhopal School of Social Sciences: Tax Planning Course helped me enhancing my knowledge related to tax norms and regulations.
- Technical Tools: This course helped me in enhancing my technical knowledge in area of Advance Excel, SQL(PostgreSQL), Power BI and Visual Basics for Application(VBA).
- Financial Planning and Financial Modeling: Learned about financial data and how to use them for forecasting and making assumptions of its future performance for the particular company or market.
MBA - Finance
RKDF University
Bachelor of Commerce - Taxation
Bhopal School of Social Sciences
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