Chandni Udasi

WORK HISTORY

EDUCATION

ABOUT CHANDNI UDASI

I’m a finance professional with an MSc in Finance & Investments from the University of Nottingham, combining strong analytical expertise with hands-on experience in financial research, modeling, and reporting. Currently working as a Research Analyst at Morningstar, I specialize in debt capital structures, valuation, and investment analysis.My background includes driving measurable results—such as improving forecasts by 15%, reducing costs by 10%, and delivering reporting insights that strengthened strategic decision-making. Skilled in Excel, Sage 50, and Bloomberg Terminal, I transform complex financial data into clear, actionable insights for senior leadership.I have experience across competitor benchmarking, variance analysis, budgeting, and M&A simulations, where I’ve developed concise models and reports that support growth while aligning with risk management frameworks. Currently pursuing CFA and AAT qualifications, I’m building deeper expertise in financial planning, capital markets, and regulatory compliance.What sets me apart is a solution-oriented mindset—I don’t just analyze numbers, I translate them into strategies that drive smarter investments and long-term value creation. Passionate about investment banking and capital markets, I’m eager to contribute to high-impact transactions and support organizations in achieving their strategic goals.