Headline

Financial Data Specialist at Moody’s Ratings | Credit Ratings and Research (Corporate Finance) | Msc. In Finance from EADA Business School | CFA Level 3 Cleared | B.com from St. Xavier’s College

About

Investment professional with extensive experience in Credit Analysis, Private Equity, and Asset Management. Currently serving as a Financial Data Specialist (Associate) at Moody’s Ratings, where responsibility includes executing fundamental credit analysis on global corporate borrowers and evaluating complex capital structures to support data-driven decision-making. Proven ability to translate intricate financial statement analysis into clear insights for asset and wealth management stakeholders. Career trajectory includes high-impact roles at Gain.AI, StockEdge, and Tresvista, moving from technical equity research to leadership in private equity intelligence. Expertise encompasses M&A screening, corporate valuation, and relative value analysis within multi-billion-dollar credit portfolios. Recognized for project and process management skills, specifically in refining research frameworks and database management to improve analytical consistency and turnaround times. Leadership is defined by a commitment to mentorship and rigorous review. At Moody’s, oversight extends to leading multi-sector analyst teams, fostering a culture of attention to detail, and solving complex problems in high-stakes environments. Academic credentials include an International MBA from EADA Business School (9.3/10 GPA), where recognition as "Most Inspiring Student" and leadership of the global CFA Research Challenge team underscore a strong professional character. Integrated Agentic AI and VBA Macros into financial workflows to drive operational excellence. By automating routine data processing and enhancing quantitative modeling, focus is redirected toward high-value strategic research and predictive forecasting, ensuring results are both technically superior and forward-looking.

Location

Bengaluru

Work experience

Financial Data Specialist at Moody's Ratings, Jun 2025 - Present · 11 mos, Bengaluru, Conducted credit analysis on 100+ issuers across investment and speculative grade categories globally, delivering complex outputs including loss given default models, speculative grade liquidity assessments, and basic credit estimates in line with Moody's Investors Service standards. Built automation solutions using AI agents (Microsoft Copilot) and VBA macros to streamline bulk data distribution, market intelligence gathering, and document extraction workflows, improving data accuracy and reducing manual effort across the team. Led a 5-member cluster covering the healthcare and pharmaceuticals sector, mentoring junior analysts, conducting knowledge-sharing sessions on industry dynamics, and driving process improvement initiatives to enhance team workflow efficiency.

Senior Analyst - Private Equity Intelligence at Gain, Jul 2024 - May 2025 · 11 mos, Bengaluru, • Contributed to developing research content for global coverage, with a focus on the UK and the US, by reviewing more than 250 unique private companies • Mentored analysts daily, actively contributing to recruitment, onboarding, training, and career development activities by collaborating closely with experienced associates in India and globally • Performed regular, in-depth checks of meaningful events linked to the assets on the platform and supported value-added projects for research and strategy purposes

Junior Data Analyst at StockEdge, Mar 2022 - Jan 2023 · 11 mos, Kolkata, • Engaged in the planning and execution of various feature request projects along with conducting financial data analysis and research. Involved in understanding the requirements of the users, assessing the feasibility of the feature, and working closely with the technology team to get the feature implemented. • Completed an industry classification project of the top 500 companies in India by conducting financial statement analysis of each company to verify the data provided by different data vendors and selecting the best one, resulting in cost savings of 15% • Initiated and formulated the key parameters feature of the Mutual fund module with the data management team, resulting in a 20% increase in user interaction with the application • Planned and developed the Fund Analytics module with the business team from scratch which involved end-to-end research, decision-making and coordination with the Chief Technical Officer, generating a 10% increase in subscriptions

Analyst - Research & Investment services at TresVista, Dec 2021 - Feb 2022 · 3 mos, Mumbai, • Executed client deliverables by collaborating closely with a team of analysts and associates on deal sourcing, due diligence, company valuation, financial modelling, and creation of industry analysis & company profiles. • Executed a market research project on the outlook of Europe’s $303B Electric vehicle (EV) industry for potential investors to assess the feasibility of investing in EV companies by analyzing key drivers of the sector • Conducted capital budgeting and pro forma statement forecasting for Kohlberg Kravis Roberts & Co. (KKR)

Education

International Master’s In Finance, Corporate Finance, EADA Business School

Bachelor of Commerce - BCom, Accounting and Finance, St. Xavier's College (Autonomous), Kolkata