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Sayali Mate

Pune Maharashtra, India

Phone: xxx-xxx-xxxx

Email: xxx@xxxx.xxx



  • Looking For: Senior Analyst, research specialist

  • Occupation: Business and Finance

  • Degree: Master's Degree

  • Career Level: Experienced

  • Languages: English, Hindi, Marathi

Career Information:

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Highlights:MBA Finance with 5+ years of work experience in Research field. Working as a Senior Analyst in Business Development Team. Experienced in research, lead generation, data management and validation by using the CRM tools like Salesforce, Pitchbook, Deal Cloud to provide assistance in multiple projects.

Skills:Research, CRM, Lead Generation, Data Validation

Goal:To secure a position in which I can utilize my skills, experience and abilities to work well with others.

Certification:Environment and social framework by World Bank Group

Honor:Shining Star Award for consistently exceptional performance in the current role and have made a remarkable contribution to the success of our team.


Experiences:

Senior Analyst 01/2020 - current
TresVista Analytics, PUNE, Maharashtra India
Industry: Financial Services
Joined as an Analyst and got promoted to Senior Analyst in January 2023
Assisting the Inside Sales and Business Development leaders to create and maintain a pipeline of opportunities. Develop and implement overarching outbound sales and business development processes. Managing the functions and communication with the Inside Sales team and Business Development team. Reviewing Analyst deliverables and maintaining quality across projects of Lead Generation, Company Prospects, Sales pipeline management and outreach. Tracking the data of Conferences and Company Events attended by the top-level management and Sales representatives. Managing a team of Analyst while reporting to the Vice President. Worked on the multiple projects using the CRM of Salesforce, Pitchbook, Preqin, Ratios, Dealcloud and TresVista's CRM. As a Analyst, Contributing to qualitative, quantitative or mixed methods data collection and research. Verifying, validating, documenting and organizing the data.--
Analyst 01/2018 - 10/2018
SG Analytics, PUNE, Maharashtra India
Industry: Financial Services
Worked on contract basis
Worked on the software application framework in ESG investment research team. The Team provides in-depth research, ratings and analysis of the environmental, social and governance- related business practices of thousands of companies worldwide. Worked as an Analyst in the Exposure Team to provide the important information of the respective industry to the end process. An Exposure is the research process which is analyze the revenue generation of geographic exposure and the business segments that the company have. Worked as an Analyst in IVA Ratings of Real Estate Industry. Collect, collaborate and analyses the data by using various reports. On the basis of collected ESG data, have to rate the risk and opportunities of the company. Analyzing the CSR reports, Sustainability reports, Company presentation, Site search, Annual reports etc. to give the rating for real estate companies. Evaluation of industry specific data to rate the company and give the credit to the company based on ESG factors.--
Financial Research Analyst 07/2016 - 07/2017
Realteam System Pvt Ltd, AURANGABAD, Maharashtra India
Industry: Financial Services
Studying and understanding company’s profile. Analyzing the Transcript of the quarterly earnings of the company. Horizontal comparison of company’s earnings, i.eQoQ. Verifying financial data, ratios with financial statements, press release and other source . Representing comparative financial performance of company .i.e. QoQ. Most of the companies are listed on NYSE & NASDAQ Implementing the changes as per requirement of client. Solving the complains from client • Checking and rectifying earlier made reports. Suggesting inputs to make the reports more effective.
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Education:

Shiv Chhatrapati College 07/2011 - 06/2014
AURANGABAD, Maharashtra, India
Degree: Bachelor's Degree
Major:Management
I have completed bachelor's degree in business administration (BBA)


MGM Institute of Management 07/2014 - 06/2016
AURANGABAD, Maharashtra, India
Degree: Master's Degree
Major:Finance
I have completed master's in business administration (MBA) in Finance

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