Fatima S. profile photo 1 on Tal

Fatima S.

Financial Research Analyst at Morningstar | BCom

Mumbai Metropolitan Region

1+ year of work experience

Morningstar
May 20251 yr 2 mosPresent

Vashi

1. Conduct comprehensive research on private, non-funded companies, including name variations, management profiles, incorporation details, and industry classification, to ensure data accuracy and coverage. 2. Analyze global industry conferences across sectors by mapping event timelines, sponsor and exhibitor data, and market relevance to support strategic insights and business development initiatives.
bhatia soni company
Jun 20244 mosSep 2024

Vashi

1. Filing Income Tax Returns (ITR) for individuals and small companies: This involves preparing accurate tax returns, ensuring compliance with tax laws, and optimizing tax liabilities through deductions and credits. 2. Preparing and filing GST R1 returns: This includes compiling sales and outward supplies data, reconciling with financial records, and ensuring timely submission to comply with GST regulations. 3. Conducting research on various government schemes and subsidies: This entails identifying relevant schemes, understanding eligibility criteria, and advising clients on how to benefit from available subsidies and grants.

Education

Bachelor of Commerce - BCom, Business/Commerce, General

South Indian Education Society's College of Arts Science &Commerce Nerul

20203 yrs2023

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Fatima S. on Tal

Headline

Financial Research Analyst at Morningstar | BCom

About

My finance journey began during my BCom, where I built a solid base in accounting and business analysis. As an Article Trainee, I applied it through real client work—tax filings, reconciliations, and understanding how precision drives financial trust. I now work as a Financial Research Analyst at Morningstar, focusing on private-company research and market analysis. Alongside my role, I’m pursuing ACCA (8/13) and sharpening my financial modeling, valuation, and Excel skills to turn data into actionable insights. Next, I aim to grow into corporate finance or private equity, where I can apply analytical rigor to investment decisions and help businesses create long-term value.

Location

Mumbai Metropolitan Region

Work experience

Financial Research Analyst at Morningstar, May 2025 - Present · 1 yr 2 mos, Vashi, 1. Conduct comprehensive research on private, non-funded companies, including name variations, management profiles, incorporation details, and industry classification, to ensure data accuracy and coverage. 2. Analyze global industry conferences across sectors by mapping event timelines, sponsor and exhibitor data, and market relevance to support strategic insights and business development initiatives.

Article Trainee at bhatia soni company, Jun 2024 - Sep 2024 · 4 mos, Vashi, 1. Filing Income Tax Returns (ITR) for individuals and small companies: This involves preparing accurate tax returns, ensuring compliance with tax laws, and optimizing tax liabilities through deductions and credits. 2. Preparing and filing GST R1 returns: This includes compiling sales and outward supplies data, reconciling with financial records, and ensuring timely submission to comply with GST regulations. 3. Conducting research on various government schemes and subsidies: This entails identifying relevant schemes, understanding eligibility criteria, and advising clients on how to benefit from available subsidies and grants.

Education

Bachelor of Commerce - BCom, Business/Commerce, General, South Indian Education Society's College of Arts Science &Commerce Nerul

Fatima S. - Financial Research Analyst in Mumbai Metropolitan Region | Tal