Exce
Dhwani Champaneri
Research Analyst- Global Equity Operations
Summary
Knowledgeable about research areas and study procedures. Enthusiastic about setting up and carrying out wide array of studies. Diligent, industrious and efficient in handling minute details with methodical approaches to gain insights into financial services field. Detail-oriented Research Analyst with first-rate active listening, communication and planning traits. Creative and persistent to quickly and effectively solve various problems that may arise. Committed to completing accurate and thorough competitive assessments. Outstanding research skills combined with effective decision-making talents.
Overview
7
7
years of professional experience
5
5
years of post-secondary education
Work History
Research Analyst (Global Equity operations)
MORNINGSTAR INDIA LTD
1 2022 - Current
- Researching of global equity data of multiple companies
- Preparing client documents as per the set SLAs
- Understanding the quality requirement and providing accurate data to client
- Learned and adapted quickly to new technology and software applications.
- Collection of Operating metrics data and datapoints by analysis of financial statements
- Learning about Liquidity risk, Credit risk and other data points associated with risk management.
- Analyzed data to uncover insights and identify key opportunities to inform strategic decisions.
- Interpreted data and made recommendations from findings.
- Developed and maintained research partnerships to expand knowledge and access to information.
- Enhanced decision-making processes for clients through the delivery of insightful reports and presentations.
- Optimized research methodologies through continuous improvement initiatives, enhancing overall process efficiency.
- Analyzed large volume of data to identify patterns, trends and correlations.
- Evaluated project viability using risk assessment techniques, enabling more effective resource allocation decisions.
- Implemented quality control protocols to enhance accuracy of data and research results.
As Associate- Customer Support (Project- Myntra Customer Care- Voice Process)
TECH MAHINDRA LIMITED
01.2020
- Respond promptly and professionally to incoming customer inquiries in person, by telephone
- Maintain an updated knowledge of the organization's products, services, and customer service policies
- Explain simply and clearly in response to customer questions and check for customer understanding and acceptance
- Participate in training opportunities provided by the organization
- Establish and maintain good rapport with customers by using positive language
- Address customer complaints in a compassionate and patient manner
- Follow company communication procedures, policies, and guidelines at all times
- Perform each duty above with our customers satisfaction as the number one priority.
Human Resource Intern (As a part of Academic Curriculum)
STS HYUNDAI INDIA PVT LTD.
01.2017
- Updating the databases with new employee information, including contact and addresses and relevant documents
- Gather payroll data like leaves taken, working hours, etc
- Assisting HR Assistant Manager in policy formation regarding performance appraisal, leaves, incentives
- Schedule and confirm interviews with candidates
- Post, update and remove job ads from job boards, careers pages and social networks
- Preparation of appointment letters, offer letter, internship letters
- Participating in organizing company events and career days.
As Billing and accounts assistant
SHREE SAIDEEP AUTOMOBILES
01.2019 - 01.2020
- Making Sale & Purchase invoices
- Handling cash and credit invoices
- Maintaining ledgers
- Preparing and distributing cheques
- Making purchase orders
- Coordinating with customers for orders
- After sale services to customers
- Customer interaction over phone for new orders.
As Accounts trainee
CA MUKESH PATIL& CO.
01.2017 - 01.2018
- Interacting with client on GST registrations, timely returns to be filed
- Obtaining the details related to client business, address and basic details
- Follow up for tax filing documents, payment processing
- Responsible for document collection and maintenance of record books
- Following up for timely GST payments and Income tax payments
- Obtaining of invoices on timely basis
- Maintaining of data by entering, verifying and backing up the data
- Contributing to team-efforts by accomplishing related results as needed
- Preserving quality service by following organization set standards.
Education
Bachelor of MANAGEMENT STUDIES (B.M.S) -
S.K SOMAIYA COLLEGE OF ARTS, SCIENCE & COMMERCE
01.2014 - 04.2017
Class 12 (CBSE): 80.2; Class 10 (CBSE): 77.98% - undefined
CHINMAYA VIDYALAYA TARAPUR
01.2013 - 04.2014
Skills
Data analysis in excel
Data collection processes
Financial analysis
Credit risk analysis
Active Listening
Data Analytics
Analytical Thinking
Teamwork and Collaboration
Microsoft Office
Team building
Microsoft Excel
High attention to detail
Excellent communication abilities
Projects
2017-01-01, STS HYUNDAI INDIA PVT LTD., Human Resource Intern (As a part of Academic Curriculum), Updating the databases with new employee information, including contact and addresses and relevant documents., Gather payroll data like leaves taken, working hours, etc., Assisting HR Assistant Manager in policy formation regarding performance appraisal, leaves, incentives., Schedule and confirm interviews with candidates., Post, update and remove job ads from job boards, careers pages and social networks., Preparation of appointment letters, offer letter, internship letters., Participating in organizing company events and career days.
Accomplishments
- Achieved SLA through effectively meeting targets and high level accuracy.
- Worked with automation projects to extract data from Financial statements.(Research part).
- Handled Junk research project with inititation to impletation and achieved efficiency in the process.
Software
Timeline
As Associate- Customer Support (Project- Myntra Customer Care- Voice Process)
TECH MAHINDRA LIMITED
01.2020
As Billing and accounts assistant
SHREE SAIDEEP AUTOMOBILES
01.2019 - 01.2020
Human Resource Intern (As a part of Academic Curriculum)
STS HYUNDAI INDIA PVT LTD.
01.2017
As Accounts trainee
CA MUKESH PATIL& CO.
01.2017 - 01.2018
Bachelor of MANAGEMENT STUDIES (B.M.S) -
S.K SOMAIYA COLLEGE OF ARTS, SCIENCE & COMMERCE
01.2014 - 04.2017
Class 12 (CBSE): 80.2; Class 10 (CBSE): 77.98% - undefined
CHINMAYA VIDYALAYA TARAPUR
01.2013 - 04.2014
Research Analyst (Global Equity operations)
MORNINGSTAR INDIA LTD
1 2022 - Current