Vinay Kadam

CFA Level 2 Candidate | Senior Data Analyst at Morningstar | Specializing in Financial Analysis, Market Research & Valuation

Role
Senior Data Analyst at Morningstar
Location
Mumbai, MH, IN
LinkedIn followers
500 followers
Information TechnologyView LinkedIn profile

About Vinay Kadam

As a dedicated Finance professional with over 3 years of experience specializing in Private Equity, Venture Capital, and M&A research at, Morningstar. I am passionate about the precise financial analysis and rigorous data management that drives investment strategy.My technical foundation is robust, validated by my status as a CFA Level II Candidate and certifications like FMVA and CMSA. I am an expert in advanced modeling methodologies, including DCF Modeling, Leveraged Buyout (LBO) Modeling, and Mergers and Acquisitions Modeling. This deep skill set allows me to perform the detailed due diligence and valuation required for complex transactional analysis. Furthermore, I am committed to continuous development and am currently pursuing a MicroMasters in Business Management from IIM Bangalore.In my role, I focus on transforming high-volume data into actionable intelligence and maintaining quality control. I drove significant coverage expansion by analyzing over 6,500+ companies and successfully identifying and supporting due diligence on over previously missed deals. I led internal QA audits that reduced research errors by 30% and sustained an overall data accuracy of 97.4%. Furthermore, I contributed to key strategic initiatives, including cooperating with team leads on the Corporate Development Methodology Committee for market expansion into LATAM and the Middle East, and leading dedicated research on 250+ SPAC entities.I am proficient with the specialized tool set utilized by global research teams, including PitchBook (Pioneer Certified), Morningstar Direct, SQL, R, Power BI, Tableau and Advanced Excel.Let’s connect to discuss financial research, valuation trends, and investment opportunities!

Experience

  1. Senior Data Analyst

    Morningstar

    Jul 2025 — Present · Mumbai, IN

Education

  • Indian Institute of Management Bangalore

    MicroMasters program in Business Management, Business Administration

  • Corporate Finance Institute® (CFI)

    Financial Modeling & Valuation Analyst (FMVA)® | Capital Markets & Securities Analyst(CMSA)®

  • University of Mumbai

    Bachelor of Management Studies, Finance

    2019

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Vinay Kadam — Senior Data Analyst at Morningstar in Mumbai, MH, IN | Unifers