Summary
Overview
Work History
Education
Skills
Achievements
Timeline
Generic

Siddhesh Gurav

Data Analyst
Mumbai

Summary

Results-driven data analyst with a strong foundation in quantitative research, stakeholder collaboration, and operational risk management. Proven track record of leading cross-functional teams, designing automated reporting frameworks, and translating business challenges into actionable data insights. Adept at navigating financial regulations, enhancing compliance accuracy, and driving process improvements in high-stakes environments. Known for a solution-oriented mindset, integrity in investigative analysis, and the ability to thrive in dynamic, fast-paced teams.

Overview

4
4
years of professional experience
3
3
Languages

Work History

Quantitative Research & Data Analysis

Buoyant Capital
04.2024 - Current
  • Spearheaded the automation of reporting, reconciliation, and dashboard workflows using VBA, Power BI, and Power Automate; built macro-driven Excel tools to track daily NAVs and performance metrics, reducing manual effort and improving accuracy by over 70%.
  • Extract and analyze portfolio data of PMS competitors and institutional investors using Python from sources such as Finalyca and Price and Financial metrix data from Yahoo Finance, and Screener; identify buying trends and sector allocations, delivering actionable insights to the internal research team to support stock selection.
  • Develop and maintain financial data templates in Bloomberg and ACE Equity to capture historical and forward-looking metrics; derive data-driven insights to support investment strategy and enhance fundamental research.
  • Analyze portfolio performance across asset classes and sectors; produce insight-driven reports to support the fund management team in tactical rebalancing decisions and drive alpha generation.
  • Integrate APIs from FRS Labs (PAN and Penny Drop validation) and NTT (payment gateway onboarding), streamlining client verification and payment workflows and reducing onboarding time by over 80%.
  • Deliver customized Power BI dashboards and insights tailored to internal sales teams and key stakeholders; enable targeted outreach strategies, contributing to a 22% increase in client acquisition.
  • Engineered a browser extension using JavaScript to automate repetitive web tasks, standardize data workflows, and accelerate data collection processes, improving execution speed and team efficiency.
  • Collaborate with operations and compliance teams to identify bottlenecks, orchestrate automation pipelines, and improve overall operational efficiency by 50%.
  • Leverage and integrate AI-powered tools to streamline complex workflows, improve data accuracy, and significantly reduce turnaround time across analytics and reporting functions.

Data Analyst & MIS

ICICI Prudential Life Insurance
07.2021 - 04.2024
  • Automated regulatory reports, including L41 and other IRDAI-compliant submissions, using advanced Excel and VBA techniques; ensured accurate and timely monthly and quarterly compliance reporting.
  • Spearheaded automation of MD review complaint cases via mail merge and VBA, cutting processing time from 2 days to under 30 minutes and increasing efficiency in executive reporting.
  • Conducted Root Cause Analysis (RCA) on customer complaints, fraud, and misselling cases; collaborated with compliance teams to implement process corrections and strengthen sales integrity.
  • Investigated fraud and sales anomalies by analyzing policy data trends and sales behavior; supported enforcement actions and drove corrective training initiatives.
  • Directed a team of four analysts responsible for daily reporting, data extraction, and manipulation, ensuring timely and error-free delivery of operational dashboards.
  • Developed and delivered Power BI dashboards for sales leadership, tracking key performance metrics including persistency, claims, and complaints to drive informed decision-making.
  • Collaborated with cross-functional stakeholders to identify sales process gaps and delivered data-driven insights that improved policy pitching quality and minimized misselling risks.
  • Orchestrated and supported multiple internal, external, and IRDAI audits by preparing validated data packs and ensuring 100% compliance with regulatory requirements.
  • Improved decision-making processes with accurate data analysis and visualization techniques.
  • Utilized data visualization tools to effectively communicate business insights.
  • Earned “Star Performer of the Quarter” (AMJ Q1 FY2024) for leading high-impact automation projects and strengthening compliance and reporting frameworks.

Education

MBA - Marketing Management

Lala Lajpatrai Institute of Management
Mumbai, India
04.2001 -

Bachelor of Engineering - Chemical Engineering

Finolex Academy of Management & Technology
Ratnagiri, India
04.2001 -

Skills

    Data Analysis & Visualization

    Approachable demeanor

    Strong time management

    Cross-functional teamwork

    Analytical problem solving

    Leadership

    Reliable and accountable

Achievements

Awarded Star Performer of the Quarter (AMJ Q1 FY2024) at ICICI Prudential Life Insurance for leading impactful automation initiatives and enhancing regulatory reporting efficiency.

Organized a national seminar at Lala Lajpatrai Institute(2021) and a cultural event at Finolex Academy(2018), demonstrating leadership, planning, and team coordination skills; improved participation and ensured smooth, on-budget execution.

Timeline

Quantitative Research & Data Analysis

Buoyant Capital
04.2024 - Current

Data Analyst & MIS

ICICI Prudential Life Insurance
07.2021 - 04.2024

MBA - Marketing Management

Lala Lajpatrai Institute of Management
04.2001 -

Bachelor of Engineering - Chemical Engineering

Finolex Academy of Management & Technology
04.2001 -
Siddhesh GuravData Analyst