Krish Lotiya
CFA Level 2 cleared | Morgan Stanley | Operations Apprentice | NISM Certified Research Analyst
- Role
- Operations Apprentice at Morgan Stanley
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Krish Lotiya
From balance sheets to buy recommendations—I turn financial data into investment insights.I\'m a CFA Level II cleared investment professional with a strong foundation in equity research, financial modeling, and valuation. While currently honing my operational expertise at Morgan Stanley, my passion lies in analyzing companies, building financial models, and uncovering investment opportunities through rigorous fundamental analysis. Skilled in Excel, Power BI, and Alteryx, with a proven ability to improve operational efficiency, accuracy, and control frameworks in institutional environments.
Experience
Operations Apprentice
Jun 2025 — Present · Mumbai, IN
Supported end-to-end onboarding of a Fixed Income Control Claims process, managing post-trade workflows, reconciliations, and exception resolution; achieved full operational readiness in 1 month vs. 3 month benchmark with near zero operational risk incidents.Drove process optimization by designing a workflow tracking mechanism, improving SLA adherence, reducing turnaround time by 30%, and enhancing visibility across risk & control checkpoints.Contributed to team development by training a new associate on daily operations, enabling full ramp-up in 2 weeks (50% faster than standard), while also expanding personal technical expertise in Alteryx, Power BI & UiPath
Education
JAI HIND COLLEGE, MUMBAI
Bachelor of Financial Markets- BFM, Finance, General
2022 — 2025
Nagindas Khandwala College - India
11th and 12th, Commerce
Kapol Vidyanidhi International School - India
Commerce
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