I am a fund research and analytics professional with 5+ years of experience at Morningstar, working across Equity, Fixed Income, Hybrid, Alternatives, PMS, AIF, Mutual Funds, and ETFs in global and Indian markets.
I currently lead a team of 6 analysts, where I manage KPI monitoring, workload allocation, performance reviews, and delivery quality while also representing the team in cross-functional and global initiatives.
In my previous roles, I handled manager due diligence on 500+ PMS/AIF mandates, annual coverage of 1,500+ live products, and multi-region process transitions with 98%+ accuracy and on-time delivery.
I have also trained and mentored 30+ analysts and sales team members, helping improve research standards, classification methodology, and ramp-up time for new team members.
A key part of my work has been driving automation and process improvements that reduced manual effort by 25%, improved research accuracy by 20%, and strengthened KPI visibility across multiple global markets.
I am now seeking a Team Lead or Associate Team Lead opportunity where I can continue to build high-quality fund research operations, support team performance, and contribute to asset management or fund services organizations in Pune.
