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Aditi Rawal

Senior Analyst | Ex-Morningstar | MBA Finance | Equity | Funds | Alternative Investments

Indore

5+ years of work experience

SG Analytics
Apr 20263 mosPresent

Pune City, Maharashtra, India

SG Analytics
Nov 20232 yrs 8 mosPresent

Pune City, Maharashtra, India

• Collaborated with internal teams and clients to understand project requirements and ensure accurate data delivery. • Reviewed fund documents including financial statements, quarterly and annual reports, fact sheets, and update reports for data extraction using Canoe software. • Extracted and analyzed performance data for alternative investments using tools such as Zanran. • Demonstrated strong understanding of alternative asset classes, including hedge funds and private equity, along with various financial document types. • Analyzed company reports and documentation to extract asset-level data and update internal systems. • Utilized Advanced Excel for data management, analysis, and workflow optimization. • Maintained effective client communication through regular email interactions and query resolution. • Handling Jira Requests for client support. Providing feedback and query resolution. • Handles Work Flow Management.
SG Analytics
Aug 20221 yr 4 mosNov 2023

Pune District, Maharashtra, India

• Managed end-to-end data extraction and analysis of US-based funds (Money Market, Fixed Income, ETFs, ESG), supporting global investment data needs. • Performed trend analysis, audits, reconciliation of reported data with database and quality checks to enhance data accuracy and ensure compliance with SEC regulations. • Acted as a key point of contact for clients and data reporters, efficiently resolving queries and improving client experience.
Morningstar
Aug 202110 mosMay 2022

Mumbai, Maharashtra, India

• Performed comprehensive financial statement analysis of companies across US, UK, and European markets, supporting informed investment decisions. • Managed end-to-end collection and validation of equity fundamental data, ensuring high accuracy and consistency for investor use. • Proactively identified data discrepancies, conducted root cause analysis (RCA), and implemented corrective measures to enhance data quality and reliability. • Strengthened expertise in financial metrics, ratio analysis, and extraction of key insights from financial statements to drive analytical outcomes.
InternIn
Aug 20201 moAug 2020

dToks | Mental Health Community
Aug 20201 moAug 2020

HouseItt
Jul 20201 moJul 2020

Education

Prestige Institute of Management & Research

Master of Business Administration - MBA, Finance and Marketing

Prestige Institute of Management & Research

20192 yrs2021
Vikram University

Bachelor of Commerce - B.Com (Honors)

Vikram University

20163 yrs2019

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Headline

Senior Analyst | Ex-Morningstar | MBA Finance | Equity | Funds | Alternative Investments

Location

Indore

Work experience

Senior Analyst at SG Analytics, Apr 2026 - Present · 3 mos, Pune City, Maharashtra, India

Analyst at SG Analytics, Nov 2023 - Present · 2 yrs 8 mos, Pune City, Maharashtra, India, • Collaborated with internal teams and clients to understand project requirements and ensure accurate data delivery. • Reviewed fund documents including financial statements, quarterly and annual reports, fact sheets, and update reports for data extraction using Canoe software. • Extracted and analyzed performance data for alternative investments using tools such as Zanran. • Demonstrated strong understanding of alternative asset classes, including hedge funds and private equity, along with various financial document types. • Analyzed company reports and documentation to extract asset-level data and update internal systems. • Utilized Advanced Excel for data management, analysis, and workflow optimization. • Maintained effective client communication through regular email interactions and query resolution. • Handling Jira Requests for client support. Providing feedback and query resolution. • Handles Work Flow Management.

Research Analyst at SG Analytics, Aug 2022 - Nov 2023 · 1 yr 4 mos, Pune District, Maharashtra, India, • Managed end-to-end data extraction and analysis of US-based funds (Money Market, Fixed Income, ETFs, ESG), supporting global investment data needs. • Performed trend analysis, audits, reconciliation of reported data with database and quality checks to enhance data accuracy and ensure compliance with SEC regulations. • Acted as a key point of contact for clients and data reporters, efficiently resolving queries and improving client experience.

Data Research Analyst - Equity Operations at Morningstar, Aug 2021 - May 2022 · 10 mos, Mumbai, Maharashtra, India, • Performed comprehensive financial statement analysis of companies across US, UK, and European markets, supporting informed investment decisions. • Managed end-to-end collection and validation of equity fundamental data, ensuring high accuracy and consistency for investor use. • Proactively identified data discrepancies, conducted root cause analysis (RCA), and implemented corrective measures to enhance data quality and reliability. • Strengthened expertise in financial metrics, ratio analysis, and extraction of key insights from financial statements to drive analytical outcomes.

Campus Ambassador at InternIn, Aug 2020 - Aug 2020 · 1 mo

Mental Health Ambassador at dToks | Mental Health Community, Aug 2020 - Aug 2020 · 1 mo

Brand Associate at HouseItt, Jul 2020 - Jul 2020 · 1 mo

Education

Master of Business Administration - MBA, Finance and Marketing, Prestige Institute of Management & Research

Bachelor of Commerce - B.Com (Honors), Vikram University