Reagan Lobo

Finance professional with nearly 2 years of experience at Morningstar PitchBook specializing in private credit, Business Development Companies (BDCs), leveraged lending, and capital structure analysis. Experienced in extracting and analyzing financial data from SEC filings, maintaining private market datasets, and supporting private credit research and investment analysis across global borrowers. Proficient in Advanced Excel and financial analysis, with an MMS in Finance and a strong interest in private credit and investment management.

Data Analyst at PitchBook, a Morningstar Company (2025-04 – Present)

• Recipient of four Morningstar SPOT Awards recognizing excellence in operational ownership, production, quality, mentoring, and team contribution.
• Selected by management to independently train and mentor 7 new analysts while serving as QA and floor support without direct Team Lead supervision, contributing to faster onboarding and improved team productivity.
• Tracked and analyzed private debt transactions including mezzanine financing, unitranche structures, senior secured loans, convertible debt and acquisition financing across global leveraged borrowers.
• Analyzed and classified debt instruments across private credit markets including term loans, revolvers and debt-for-equity conversions.
• Maintained and updated records of capital structure events such as refinancing, dividend recapitalizations and amendments, ensuring real-time accuracy in debt market data.
• Conducted investment research on borrowers and private credit transactions using regulatory filings, investor reports and financial news.
• Supported private credit market intelligence by tracking leveraged borrower financing activity, sponsor-backed lending transactions and capital structure changes across global private markets.
• Identified and resolved discrepancies in debt-related datasets, improving consistency and reliability across PitchBook's internal and client-facing platforms.
• Converted fragmented secondary data into structured actionable datasets for seamless integration with PitchBook's front-end tools, enhancing accessibility and client experience.

MDP Associate at PitchBook, a Morningstar Company (2024-09 – 2025-03)

• Analyzed quarterly SEC filings (10-Q, 10-K) to extract loan-level investment data from BDC private lending portfolios, including senior secured loans, subordinated debt, and mezzanine investments.
• Utilized the BDC Fund Filing Tool (FFT) to accurately input detailed information, including borrower names, loan amounts, interest rates, origination dates, maturity status, and realized/unrealized exits.
• Validated data consistency by ensuring each entry adhered to internal standards, flagging discrepancies for review and ensuring alignment between filings and live database records.
• Collaborated with the QA team to reconcile historical data, resolve formatting issues, and improve data accuracy across multiple reporting cycles.

Business Development Intern at Motilal Oswal Financial Services (2023-05 – 2023-06)

• Observed equity market activity and developed foundational understanding of stock market operations and brokerage processes.
• Assisted in monitoring trading data and supporting basic market research activities.

Master of Management Studies in Finance – Father C.

Rodrigues

Institute of Management Studies (2024)

Bachelor of Accounting and Finance in Accounting and Finance – NES Ratnam College of Arts, Science & Commerce (2022)

Higher Secondary School Certificate – St. John the Baptist High School and Junior College (2019)

Secondary School Certificate – Little Flower High School (2017)