Headline

Senior Associate & Business Analyst @ Morgan Stanley | Investment Banking & Financial Data Management | Agile | Data Quality & Process Optimization

About

I am a Business Analyst and Senior Associate at Morgan Stanley, specializing in investment banking operations, financial data management, and process optimization. With nearly a decade of experience, I focus on enhancing data quality, automating workflows, and driving business outcomes across equities, derivatives, fixed income, indices, and ETFs. My career journey began in reference data at Smart Stream, where I built expertise in instrument creation, IPO setups, and vendor reconciliation, serving as the foundation for my specialization in market data governance. At Morgan Stanley, I advanced from Product Data Analyst to Senior Associate, leading projects that strengthened data governance and operational efficiency. I have successfully implemented data quality controls, closed system gaps through semi-automation initiatives, and improved end-to-end reporting processes. A career highlight has been spearheading the Index & ETF squads within Agile frameworks, where I delivered a UI platform that reduced manual errors, improved transparency, and accelerated downstream reporting. These initiatives delivered meaningful efficiency gains, fewer escalations, and stronger compliance outcomes. Certified as an Investment Banking Operations Professional by Imarticus Learning and holding a Bachelor’s in Accounting and Finance from L.S. Raheja College, I combine strong technical and domain foundations with business insight. My proficiency spans SQL, MongoDB, advanced Excel analytics, and Agile Scrum methodologies. Beyond execution, I excel at requirements gathering, stakeholder engagement, and cross-functional collaboration, ensuring alignment between business goals and data integrity. I take pride in mentoring peers, training new associates, and building practices that foster operational excellence. My work has consistently been defined by adaptability, attention to detail, and a commitment to measurable outcomes. Looking ahead, I aim to continue leveraging my expertise in financial data, process improvement, and Agile leadership to deliver scalable, impactful solutions in the dynamic global markets landscape.

Location

Mumbai

AI stack

ChatGPT

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Work experience

Business Analyst / Senior Associate at Morgan Stanley, Jan 2020 - Present · 6 yrs 10 mos, Mumbai, Driving business analysis and Agile delivery across global Index & ETF and CVS squads with focus on automation and accuracy.

Product Data Associate at Morgan Stanley, Jan 2020 - May 2024 · 4 yrs 5 mos, Mumbai, Maharashtra, India, Specialized in securities reference data quality, semi-automation, and operational risk mitigation across global markets

Product Data Analyst at Morgan Stanley, Nov 2018 - Dec 2019 · 1 yr 2 mos, Mumbai, Maharashtra, India, Handled reference data analysis and quality validation for securities, ensuring integrity across global data flows.

Refrence Data Analyst at Smart Stream, Oct 2016 - Jul 2018 · 1 yr 10 mos, Mumbai, Maharashtra, India, Managed instrument creation, reference data workflows, and quality controls for securities across asset classes.

Education

Certified Investment Banking Operations Profession, Imarticus learning

Bachelor of Accounting & Finance, Accounting and Finance, L S Raheja College of Arts and Commerce