Harshil Samani, CFA

Business Analyst

Mumbai, Maharashtra, India8 yrs 3 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Experienced in developing beta indexes for institutional clients.
Completed MBA in Finance with international exposure.
Passed CFA Level 3 examination.

Stackforce AI infers this person is a Quantitative Analyst in the Fintech industry.

Contact

Skills

Core Skills

Quantitative Investment StrategiesPortfolio Management

Other Skills

FinanceFinancial AccountingFinancial AnalysisFinancial Statement AnalysisInterpersonal & Communication SkillsInvestment StrategiesMicrosoft ExcelMicrosoft OfficePerformance Attribution

About

Currently working as a Quantitative Analyst with the New Product Development team at Morningstar Indexes. My role involves developing various beta and strategic beta indexes for institutional clients who use these indexes for benchmarking purpose or creating an investable product (ETF). I have completed my MBA in Finance from IMT Ghaziabad (2019-2021) during which I also got the opportunity to go on a student exchange program at NOVA SBE, Lisbon. Additionally, I have also passed the CFA Level 3 examination.

Experience

Morningstar

3 roles

Senior Quantitative Analyst

Promoted

Jan 2024 – Present · 2 yrs 2 mos · Mumbai, Maharashtra, India

Quantitative Analyst

Apr 2022 – Dec 2023 · 1 yr 8 mos · Mumbai, Maharashtra, India

Quantitative Investment StrategiesInvestment StrategiesPerformance AttributionPortfolio Management

Associate Quantitative Analyst - New Product Development (Indexes)

Apr 2021 – Mar 2022 · 11 mos · Mumbai, Maharashtra, India

Quantitative Investment StrategiesInvestment StrategiesPerformance AttributionPortfolio Management

D. e. shaw india private limited

Summer Intern

Apr 2020 – Jun 2020 · 2 mos

E-cell, imt ghaziabad

Member

Jul 2019 – Apr 2021 · 1 yr 9 mos

Crisil limited

Associate

Feb 2018 – Nov 2018 · 9 mos · Mumbai, Maharashtra, India

I was responsible for making and analyzing financial data reports related to U.S Public Finance, using private and publicly available information. I had also worked in the Automation team which was responsible to bring down the process time by approximately 30%.

Cleartax india

Tax Consultancy & Product Marketing Intern

Jul 2017 – Jul 2017 · 0 mo · Mumbai Area, India

Advised salaried class people on how to save taxes using different methods and also marketed ClearTax's online portal as the best efficient way to file income tax returns quickly.