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
Finance & AccountingView LinkedIn profile

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

  1. Analyst, Sustainable Fixed Income Opinions Research

    Morningstar

    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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Roshan Bhatt — Analyst, Sustainable Fixed Income Opinions Research at Morningstar in Mumbai, MH, IN | Unifers