Nikhil Phatak
Driving Cost Savings Through Workflow Optimization | STOXX-Index Research Analyst| Ex-Morningstar | No-Code automations| Lean Six Sigma | Agile | Python
- Role
- Senior Specialist - Performance Reporting & Analytics at Mercer
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Nikhil Phatak
Research Analyst with over 3 years of professional experience in fund data management…
Experience
Senior Specialist - Performance Reporting & Analytics
Nov 2025 — Present · Mumbai, IN
Developed monthly, quarterly, semi-annual, and annual fund performance reports using Excel and Power BI models.Collaborated with pension scheme consultants to deliver pre-reporting analyses and ad-hoc reporting requests.Built asset coverage models to forecast future pension scheme liabilities and determine required asset levels.Automated RFP documentation using PyCom-based automation workflows.
Education
University of Mumbai
Bachlor of Commerce
2018 — 2020
Symbiosis Centre for Distance Learning
PGDBA
2022 — 2024
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