Pravin Sonkamble

Performance-driven Finance Data Research Analyst with experience optimizing end-to-end operations, improving cost efficiency, and supporting data-driven decision-making. Strong understanding of financial markets and investment products. Skilled in financial modelling, forecasting, and analytics with a strong ability to translate complex data into actionable insights that enhance performance and profitability.

Senior Associate - Atos

(2025-07)

• Customer Service and Client Counselling.
• Handling corporate actions and ensuring accurate processing of event-related financial data.
• Building reports and presenting to Global stakeholders.
• Reporting and Presenting to stake holders.
• Collaborating with cross-functional teams to enhance reporting accuracy and workflow efficiency
• Leading Cash and Position reconciliation and audit processes for financial data across global clients
• Supporting automation initiatives using SQL and internal tools to streamline data validation
• Mentoring junior analysts and contributing to internal knowledge-sharing sessions
• Utilizing G+ Software for advanced fund tracking and compliance reporting

Data Research Analyst - Morningstar

(2022-09 - 2025-07)

• Conduct monthly return reconciliation for funds managed by global banks and asset management firms
• Data Quality and Data Governance
• Proficient in using Morningstar products, including Morningstar Direct, for investment research and data analysis.
• Handled client queries and issue resolution through JIRA
• Managed and delivered three global financial reports to global stakeholders.
• Data collection and Management all the way to posting it on the Global product.
• Handled and managed client escalations, high volume requests on a daily basis.
• Research and Reporting -Prepared research reports, designed dashboards and Presentations summarizing insights for analysts, Portfolio Managers and Stakeholders.
• Perform internal audits and fund reviews for over 80 major Global financial institutions

Equity Research Analyst Intern - Tstock Investments

(2022-02 - 2022-08)

• Reviewed and managed client portfolios
• Customer Servicing and Reporting Stakeholders.
• Conducted fundamental analysis of listed companies
• Advised clients on investment opportunities
• Developed strategies to strengthen client acquisition and retention

Marketing & PR Intern - AppVersal

(2019-04 - 2019-05)

• Executed market analysis and product marketing strategies
• Meeting clients on a daily basis
• Enhanced Brand Communication Channels
• Designed and implemented campaigns to boost market presence

Bachelor of Management Studies - BMS - Mulund College of Commerce, Mumbai University (2021-04)