Nikhil Phatak

Nikhil Phatak Email and Phone Number

Analyst - STOXX Indices @ ISS | Institutional Shareholder Services
Mumbai, MH, IN
Nikhil Phatak's Location
Mumbai, Maharashtra, India, India
About Nikhil Phatak

Senior Research Analyst with 2.5+ years of experience in asset management operations & performancemeasurements.Skilled in managing client escalations, enhancing financial reporting, and optimizing fund processes for various investment vehicles. Proficient in data analysis, process automation, financial calculations &cross-functional collaboration to drive client satisfaction.

Nikhil Phatak's Current Company Details
ISS | Institutional Shareholder Services

Iss | Institutional Shareholder Services

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Analyst - STOXX Indices
Mumbai, MH, IN
Employees:
4358
Nikhil Phatak Work Experience Details
  • Iss | Institutional Shareholder Services
    Analyst - Stoxx Indices
    Iss | Institutional Shareholder Services
    Mumbai, Mh, In
  • Morningstar
    Senior Research Analyst - Global Process Owner
    Morningstar Apr 2024 - Present
    Navi Mumbai, Maharashtra, India
    Extensive experience in handling financial data from US and UK capital markets, ensuring accurate collection and analysis of performance metrics such as NAV calculations and return reconciliationStrong proficiency in effectively utilizing the SEC-EDGAR database for various purposes related to financial analysis and regulatory compliance.Managed high-priority client escalations using tools like JIRA, handling communications, and collaborating with offshore clients and customer success teams to resolve issues efficiently.Served as a process owner overseeing seven processes responsible for end-to-end fund data management for US-listed closed-end funds, demonstrating strong leadership and organizational skills.Collaborated closely with clients and customer success teams to bridge the gap between client needs and ongoing process methodologies, ensuring alignment and delivering value-added solutions
  • Morningstar
    Data Research Analyst & Us Process Owner
    Morningstar Jul 2022 - Apr 2024
    Mumbai, Maharashtra, India
    Working with MID team to track & update EMEA,USA & ASIA market data related to fixed income investments.2. Analysing & Maintaining data quality for closed ended funds (CEF) Worldwide.3.Working on entity, OP data , JIRA, as well as ESG compliance for EMEA US & Asian fixed investment instruments.4.working for AIC as well as Morningstar Direct platforms. Actively collecting managed investment data using Morningstar collection systems, andensure data timelines, completeness and accuracy to meet business goals. Working with product teams, technical teams to identify and solve data issues. Managing relationships between Morningstar and Asset Management companies,insurance companies and other data vendors. Closely working with quality assurance, products, and technical departments to resolveclients’ data issues timely and effectively. Participating in the Center of Excellence initiative focused on reducing resource costs,consolidating global data collection platforms, and supporting database integrationprojects. Establishing and achieving the set SMART goals with the direction of team lead. Continuously improving data collection and quality assurance process using LSS tools.Actively discovering and raising issues in work (including system, process, and collectionmethodology) and propose enhancement suggestions to further improve systemfunctionality, process efficiency and data quality. Participating in data and process related projects such as industry/market research,market expansion, process certification, new product development support, etc.
  • Morningstar
    Mdp Associate
    Morningstar Jul 2022 - Mar 2023
    Navi Mumbai, Maharashtra, India
  • Hdfc Life
    Financial Services Consultant
    Hdfc Life Jan 2022 - Jul 2022
    Ratnagiri, Maharashtra, India

Nikhil Phatak Education Details

Frequently Asked Questions about Nikhil Phatak

What company does Nikhil Phatak work for?

Nikhil Phatak works for Iss | Institutional Shareholder Services

What is Nikhil Phatak's role at the current company?

Nikhil Phatak's current role is Analyst - STOXX Indices.

What schools did Nikhil Phatak attend?

Nikhil Phatak attended Symbiosis Centre For Distance Learning, University Of Mumbai.

Who are Nikhil Phatak's colleagues?

Nikhil Phatak's colleagues are Hazel Nakaya-Leaño, Dipen Patil, Rodena Maclang-Gayeta, Manish Srivastava, Chev Cabrias, Srimanth Shetty, Marsel Rana.

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