Amit Baspure
Team Leader at Morningstar | Managed Investments | Financial Statements & Fundamental Analysis | Project Management | Lean Six Sigma (GB) | Operational Excellence |
- Role
- Team Leader (Managed Investment Data) at Morningstar
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Amit Baspure
Experienced finance professional with a strong background in the financial research industry, spanning Public Equity, Fixed Income dataset, and Managed Investments. Currently leading a high-performing team in the Managed Investments domain, with a strategic emphasis on Institutional Investments, Fund Activation, and Performance Data. Passionate about driving impact through Projects, People, and leadership in DEI, Onboarding, Employee Engagement, and Volunteering initiatives.Core Competencies & Technical Expertise: Financial Statements & Fundamental AnalysisFixed Income, Credit Analysis, Research & Risk AssessmentManaged Investments Operations, Institutional InvestmentsAlternative Investments, Hedge Fund, Private Equity Portfolio Monitoring, Performance Attribution & ReportingMarket Capitalization Metrics: Shares Universe & Free Float AnalysisPeople Management, Team Development & Cross-Functional CollaborationLet’s connect and discuss the evolving landscape of Financial Statement & Fundamental Analysis, Credit Analysis, Managed Investments & Portfolio Reporting.
Experience
Team Leader (Managed Investment Data)
Feb 2025 — Present · Mumbai, IN
Education
Symbiosis College of Arts & Commerce
Master Of Commerce
The Institute of Chartered Accountants of India
CA Inter
National Institute of Securities Markets (NISM)
Equity Derivative , Currency Derivatives, Mutual fund, Research Analyst, Capital Markets
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