Abhishek Mishra

CFA Lvl 2 Candidate | Research Analyst at Morningstar

Role
Senior Data Research Analyst at Morningstar
Location
Mumbai, MH, IN
LinkedIn followers
500 followers
Information TechnologyView LinkedIn profile

About Abhishek Mishra

Data Research Analyst with 3+ years in financial data management, fund research, and equity analysis,currently at Morningstar. CFA Level 1 cleared, with a proven record of improving data accuracy, streamliningprocesses, and reducing issue resolution times. Skilled in SQL, Power BI, Python, and Excel, with stronganalytical, communication, and stakeholder management abilities.

Experience

  1. Senior Data Research Analyst

    Morningstar

    Jan 2025 — Present

    Lead training and mentoring for new team members, ensuring consistent performance across the team.• Oversee fund activation processes, improving accuracy and timeliness benchmarks from 70% to 90%.• Partner with Technology teams to identify automation opportunities, reducing manual workload by ~40hours per month.• Prepared and presented weekly and monthly reports on database activity and market developments forstakeholders.• Act as key stakeholder contact, preparing detailed reports and conducting root cause analysis for fundactivations.• Monitor and analyze emerging financial products (e.g, Bitcoin ETFs) to ensure timely and accurate marketcoverage.

Education

  • IMCOST (Institute of Management & Computer Studies)

    Bachelor's of Financial Markets (BFM) , Financial market

    2019 — 2022

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Abhishek Mishra — Senior Data Research Analyst at Morningstar in Mumbai, MH, IN | Unifers