Ragini Wahile

ACCA Student (7/13)| Advanced Excel | Data Research Analyst |PowerBI | Strong Analytical skills and Financial Modelling Expertise |B.com(Hons)

Role
Data Analyst at Morningstar
Location
Mumbai, MH, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Ragini Wahile

Profession: Currently Working as Data Analyst in Managed Investment Data (MID)-Indexes-(Bloomberg Team) at Morningstar Inc. Experienced with @Bloomberg Terminal and knowledge about FTSE Russell, Merqube etc. Interned at ALTUS GLOBAL ADVISORS LLP, I drive comprehensive industry research, lead business development initiatives, and offer strategic financial insights. Key Skills: Proficient in conducting thorough research, spearheading business growth, and providing strategic insights. Skilled in Advance Excel, financial analysis, team leadership, and effective communication, I excel in fast-paced environments and thrive on delivering impactful resultsLet\'s Connect: If you\'re seeking a seasoned professional with a proven track record of driving success and creating meaningful impact, let\'s connect! I\'m passionate about exploring new opportunities and collaborating on projects that propel growth and innovation.Connect at R••••••••@gmail.com

Experience

  1. Data Analyst

    Morningstar

    Oct 2025 — Present · Mumbai, IN

    Member of the Portfolio Management team, supporting buy-side investment portfolios structured under the Mother–Baby fund framework, with a focus on Asia and Australia–New Zealand markets • Work closely with Mother Funds managing core portfolios and multiple Baby/feeder funds, ensuring accurate exposure, allocation consistency, and portfolio alignment • Analyze and validate asset allocation files including SRS550 (strategic asset allocation), Australia asset allocation, and New Zealand asset allocation files across regional portfolios • Monitor portfolio composition, regional exposures, and fund-level allocations across Asia–Pacific markets • Support portfolio reviews, performance monitoring, and data-driven insights for portfolio managers • Ensure data integrity across portfolio, allocation, and reporting files while coordinating with cross-functional investment and operations teams

Education

  • ACCA

    International Accounting and Finance

  • MIT World Peace University

    B.com(hons), ACCA

    2021 — 2024

  • Bal Bharati Public School

    12th Grade, Commerce

  • Bal Bharati Public School

    10th Grade

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Ragini Wahile — Data Analyst at Morningstar in Mumbai, MH, IN | Unifers