Roshan Bhatt
Analyst @ Morningstar | Sustainable Finance | Driving Change Through Opinions Research on ESG Bonds | CFA SIC ’24 | Endurance Athlete | Part-Time Traveller | In Pursuit of Saving the Planet a Little Bit Myself
- Role
- Analyst, Sustainable Fixed Income Opinions Research at Morningstar
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Roshan Bhatt
Even introverts can be world leaders.\"Hi, I\'m Roshan, a professional with a profound passion for climate action and sustainability. Over the years, my interest in these areas has blossomed, taking me on a journey through various roles and locations. I specialize in ESG Research and Sustainable Finance, bringing more than 5 years of experience. Currently, I am diving deep into wildlife research and conservation, leveraging this knowledge to share my expertise on open forums.In addition to my full-time role, I contribute as a freelancer in the Impaakt Community as an Impact Rater. My unwavering commitment to sustainability drives me to continuously adopt and advocate for sustainable practices.My previous experience includes more than 3 years in leadership roles with the world\'s largest youth-run organization, AIESEC. During this time, I managed top-level managerial responsibilities in both local and international contexts. My expertise spans organizational development, leadership development, skills building, and capacity building training for teams across 10+ countries. I have successfully engaged with local and international partners, led diverse teams, and developed and managed sustainable development projects and programs of various scales.Outside of my professional endeavors, I am an avid reader, lifelong learner, and enthusiastic sustainable traveler.If you want to know more about me or engage in conversations relating to ESG, human rights, sustainable finance, and sustainable development, drop a line at t••••••••@outlook.com
Experience
Analyst, Sustainable Fixed Income Opinions Research
Dec 2024 — Present · Mumbai, IN
Delivered Second-Party Opinions (SPOs) across multiple client geographies, supporting green, social, and sustainability-linked bond and loan issuances for global clients including Citigroup, NMB, Victoria Power Networks, and Span d.d.• Contributed to annual and post-issuance reporting engagements for APAC and Amercias-based issuers, evaluting ongoing alignment with relevant market principles and reporting commitments.• Collaborated with cross-functional and geographically distributed teams across APAC, EMEA, and the Americas to ensure methodological consistency, quality assurance, and timely delivery of complex sustainable finance projects.
Education
IPB University
Summer Course, SDGs and NRM Certification: Summer Course on Applied Science for Sustainable Tourism
2019
CFA Institute
Sustainable Investing Certificate (Formerly known as CFA ESG), Climate Finance
Corporate Finance Institute® (CFI)
CMSA®, and ESG Specialist, Corporate Finance
Lovely Professional University
Bachelor's degree, Commerce
Gen BC Joshi Army Public School Pithoragarh
Student, Commerce
2011 — 2018
Army Public School Pithoragarh
General
2006 — 2011
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