Prathamesh Vidhale

Data Analyst (Public Equity) at Morningstar

Analyzed company financial statements to identify and adjust for one-off, nonrecurring revenues and expenses to calculate normalized earnings. Built and maintained comparability frameworks enabling investors and portfolio managers to evaluate companies across regions using normalized EPS, EBITDA, and other adjusted metrics. Applied moving averages and smoothing techniques to adjust for cyclical and seasonal revenue patterns in sectors such as retail, consumer goods, industrials, and technology. Collaborated with research analysts to interpret normalization adjustments and assess implications for valuation, risk assumptions, and investment theses. Verified figures against disclosures, regulatory filings, footnotes, and segment reports to ensure accuracy and consistency.

Junior Project Manager at Indian Institute of Technology Bombay

Mentored a team of six interns by identifying individual strengths, delegating tasks effectively, and establishing feedback loops to improve team efficiency and outcomes. Coordinated with technical experts and language specialists to ensure balanced team composition and successful project delivery in a fast-paced environment. Led the entire recruitment cycle, including shortlisting candidates, scheduling interviews, onboarding new interns, and conducting background checks to ensure a smooth and compliant hiring process. Managed payroll operations for 80 interns, ensuring accurate monthly disbursements, maintaining compliance, and resolving discrepancies in a timely manner.

Evaluation and Impact Analyst at University of Nottingham

Monitored progress against the project plan (Gantt chart) proactively using prioritization skills, ensuring tasks were organized and completed by deadlines. Produced analysis and sections of the final evaluation report covering project context, progress, delivery, management, conclusions, and lessons learned. Coordinated and analyzed exit survey data to ensure findings were included accurately in the final report. Facilitated strong communication with clients by preparing and sharing insights, motivating and delivering value-driven messaging to support project viability and impact.

Data Analyst (Public Equity) at Morningstar

Analyze company financial statements to identify and adjust for one-off, non-recurrent revenues and expenses to calculate normalized earnings. Build and maintain comparable frameworks that allow investors and portfolio managers to evaluate companies across regions using normalized EPS, EBITDA, and other adjusted metrics. Collaborate with research analysts to interpret normalization adjustments and assess their implications for valuation, risk assumptions, and investment theses. Validate management-reported adjustments by cross-checking disclosures, regulatory filings, footnotes, and segment reports across diverse markets.

Data Analyst at 4IR Solutions Limited

Conducted research on how the Fin Proxy solution could meet the requirements of the UK FCA and supported the FCA Innovation Pathways program application. Created wireframes for the fintech solution, focusing on user-friendly interfaces and accessibility for disabled or vulnerable users. Investigated how Power of Attorney processes vary across different countries to inform solution development. Represented the firm in meetings and activities as part of the TSB Innovation Lab program, contributing to discussions with stakeholders.