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Senior Analyst with 1+ years in Investment Research & Financial Reporting
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Finance Analyst with an MBA in Finance and experience in investment research, portfolio analysis, data management, and financial reporting. Skilled in building data-driven financial models, investment analysis, and process optimization using Advanced Excel, SQL, Python, and financial databases including Bloomberg, CapIQ, FactSet, and Refinitiv Eikon. Experienced in handling large financial datasets, automating reporting workflows, supporting investment decision-making, and collaborating with cross-functional stakeholders in fast-paced financial services environments.
DMS PUMBA, SPPU
Master in Business Administration · Finance, Marketing
N/A – June 30, 2024
Crisil Ltd.
Senior Associate
May 1, 2026 – Present
India
Tresvista Financial Services
Analyst
April 1, 2025 – May 31, 2026
India
Cultural Fit Analysis
The candidate's experience across two financial services firms (Crisil Ltd. and Tresvista Financial Services) demonstrates adaptability and exposure to different corporate environments. The MBA in Finance and Marketing, coupled with a background in Human Resource Management, indicates a broad perspective and potential for diverse contributions. The roles involve collaboration and process improvement, aligning with a culture that values teamwork and efficiency. The candidate's skills in data analysis, investment research, and financial reporting are highly relevant to a Senior Analyst role, suggesting a good cultural fit for a data-driven and analytical environment.
Soft Skills & Operational Fit
The candidate's resume highlights collaboration with global stakeholders and cross-functional teams, indicating good teamwork and communication skills. Experience in process optimization and continuous improvement initiatives suggests a proactive and efficiency-oriented mindset. The ability to work within strict turnaround timelines points to good time management and stress handling.