Surabhi Bagwe

Team Lead - Managed Investment Data @Morningstar

Mumbai, MH, IN
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WORK HISTORY

Oct 2025 — Present

Team Lead - Managed Investment Data @Morningstar

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Navi Mumbai, IN

EDUCATION

2018 — 2019

NSE

PGP Investment Banking and Capital Markets, Finance and Financial Management Services

2016 — 2018

University of Mumbai

Master of Commerce

2012 — 2015

Mulund College of Commerce

Bachelor of Commerce - BCom

2020 — 2020

CFA Institute

Investment Foundations Program, Finance and Financial Management Services

N/A

Financial Planning Standards Board

CFP

ABOUT SURABHI BAGWE

Finance professional with 6+ years of experience in Equity Data Quality, Financial research, and Process transformation. I currently lead the Quality & Transformation team at Morningstar India, driving improvements in data accuracy, audit efficiency, and operational workflows.I specialize in Lean practices, with a strong focus on automating processes and enable data-driven decisions. Currently leading the integration of Database, Data Lake, and Hygiene checks into a unified quality framework—scaling issue detection and resolution across global datasets.Known for fostering strong partnerships, collaborating with global stakeholders, data leaders, and cross-functional teams to align quality initiatives with business goals and enhance data governance.Passionate about data integrity, continuous improvement, and empowering teams through structured, scalable systems.

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Surabhi Bagwe — Team Lead - Managed Investment Data at Morningstar in Mumbai, MH, IN | Unifers