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Priya Jagtap

5+ Yrs | M&A & Private Equity Data | Financial Research | Quality Assurance | Ex-PitchBook (Morningstar) | MBA Finance | Open to Work | Pune & Remote

India

6+ years of work experience

Morningstar
Jan 20233 yrs 3 mosMar 2026

Mumbai, Maharashtra, India

Morningstar
Jan 20221 yr 1 moJan 2023

Maharashtra, India

Morningstar
Oct 20201 yr 4 mosJan 2022

Mumbai, Maharashtra, India

Ator Healthcare Private Limited
May 20192 mosJun 2019

Malad west

Ator Healthcare Private Limited
Jun 20171 yr 2 mosJul 2018

Mumbai, Maharashtra, India

Education

Masters of Management Studies - MMS, Finance

SHEILA RAHEJA SCHOOL OF BUSINESS MANAGEMENT AND RESEARCH, MUMBAI SUBURBAN

20182 yrs2020
University of Mumbai

M.Com, Finance

University of Mumbai

20182 yrs2020

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Headline

5+ Yrs | M&A & Private Equity Data | Financial Research | Quality Assurance | Ex-PitchBook (Morningstar) | MBA Finance | Open to Work | Pune & Remote

About

If you've ever relied on private market data to make an investment decision β€” there's a good chance I helped make sure that data was accurate. πŸ“Š For 5+ years at PitchBook (Morningstar), I sat at the intersection of financial research and data quality β€” working with M&A transactions, private equity deal data, corporate development research, and regulatory filings that investment professionals across the globe depend on every single day. Here is what I have done across my journey: πŸ”Ή M&A & Private Markets Research πŸ”Ή Financial Data Quality & Validation πŸ”Ή Regulatory Filings β€” 10-K, 10-Q, Annual Reports πŸ”Ή Excel, Power BI, Confluence πŸ”Ή MBA Finance | Financial Modeling (In Progress) I hold an MBA in Finance and am currently deepening my expertise in Financial Modeling (DCF, LBO) and SQL β€” because I believe the best finance professionals combine research instincts with analytical firepower. πŸ’‘ I am actively open to roles in: βœ… Financial Research & Analysis βœ… Investment Research & Equity Research βœ… M&A Research & Corporate Development βœ… Data Quality & Financial Data Operations βœ… Market Intelligence & Private Markets πŸ“ Based in Pune | Open to Remote | Available Immediately If you are building a team that needs someone who truly understands the data behind the deals β€” let's connect. My profile is open and I would love to have a conversation. 🀝

Location

India

Work experience

Quality Assurance Specialist (Corp Dev) at Morningstar, Jan 2023 - Mar 2026 Β· 3 yrs 3 mos, Mumbai, Maharashtra, India

Senior Research Associate - Corporate Development at Morningstar, Jan 2022 - Jan 2023 Β· 1 yr 1 mo, Maharashtra, India

Research Associate at Morningstar, Oct 2020 - Jan 2022 Β· 1 yr 4 mos, Mumbai, Maharashtra, India

Accounts Assistant at Ator Healthcare Private Limited, May 2019 - Jun 2019 Β· 2 mos, Malad west

Accounts Payable Assistant at Ator Healthcare Private Limited, Jun 2017 - Jul 2018 Β· 1 yr 2 mos, Mumbai, Maharashtra, India

Education

Masters of Management Studies - MMS, Finance, SHEILA RAHEJA SCHOOL OF BUSINESS MANAGEMENT AND RESEARCH, MUMBAI SUBURBAN

M.Com, Finance, University of Mumbai

Priya Jagtap - Quality Assurance Specialist (Corp Dev) in India | Tal