Dev Oza
FMVA® I FPWMP®I CMSA®I CBCA®I FTIP™
- Role
- Data Research Analyst at Morningstar
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Dev Oza
As a Bhavan\'s College alumnus in Accounting and Finance, my journey led me to Morningstar as an Associate, where I specialize in Equity Data Research. Our team\'s commitment to data integrity is paramount, and through rigorous research and quality assurance, we ensure the accuracy that our clients depend on. Financial statement analysis is not just a task; it\'s an art that I practice across diverse international markets.
Experience
Data Research Analyst
Nov 2023 — Present · Navi Mumbai, IN
Working as an Equity Data Research Analyst,1. Data Research and Quality Assurance - Conduct extensive research to ensure data accuracy and adherence to quality standards- Collaborate closely with cross-functional teams- Stay abreast of market trends, regulatory changes, and industry developments- Provide comprehensive documentation of data analysis methodologies.2. Financial Statement Analysis - Conduct comprehensive analysis and assessment of financial statements from public and private companies across international markets, including the US, UK, India, Canada, Hong Kong, and Brazil- Align analysis with the requirements of Morningstar\'s clients.3. Regulatory Filings and Corporate Documents - Examine SEC filings (10K, 10Q, 8K, 20F), press releases, and corporate documents from global stock exchanges- Extract and analyze pertinent information.4. Data Integrity and Currency - Design and execute processes and protocols to ensure the accuracy and currency of financial data within the organization\'s database.5. Fundamental Data Evaluation - Evaluate, analyze, and collect fundamental data from balance sheets, income statements, and footnotes of global companies\' financial reports- Follow established methodologies to ensure data integrity.6. Process and Market Research Initiatives - Collaborate with senior team members on process-related initiatives- Conduct research on industry/market data collection methodologies and market expansion strategies.7. Service Level Agreement (SLA) Management - Oversee Service Level Agreements (SLA)- Provide regular updates to supervisors on work progress- Promptly escalate potential issues or risks impacting daily operations and SLA compliance.
Education
Bhavans College
Bachelor of Accounting And Finance
2019 — 2023
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