Grace Anne Thomas
Summary
My career in finance is characterized by a steadfast dedication to high-quality performance and is informed by an educational background in Finance and Management Studies. It's further enriched by practical leadership experience, strategic acumen, and a deep enthusiasm for detailed financial analysis and research.
Overview
4
4
years of professional experience
5
5
Certification
Work History
Associate Team Lead (Mergers and Acquisition)
MORNINGSTAR
10.2022 - 06.2023
- Managed team of 12 members, overseeing and bolstering the team's data accuracy performance through continuous training and strategic support
- Introduced KPI scores on monthly basis, monitor individual and team achievements
- Collaborated with IT through Power BI reports to ensure accurate data flow and streamline processes
- Elevated team performance from 85% to 95% by delivering leadership through CATE (Comprehensive, Accuracy, Timeliness, Efficiency) report, showcasing accomplishments and growth opportunities
- Spearheaded assuming supplementary leadership responsibilities, streamlining interview processes with HR, and delivering dedicated assistance to a team of 30 by promptly addressing needs
- Efforts resulted in being recognized with SPOT award for significant contributions to team success.
Quality Assurance Specialist
MORNINGSTAR
04.2022 - 09.2022
- Generated weekly performance reports of researchers using Advanced Excel and PowerPoint, presenting results to senior management
- Mentored and supervised seamless onboarding of 10 new team members and orchestrated training process improvements, resulting in a more efficient onboarding process and proactive operational enhancements
- Led internal monthly methodology committee meetings, communicating process updates
- Ensured up-to-date Confluence pages in alignment with revised approach, optimizing information dissemination.
Senior Research Associate
MORNINGSTAR
11.2019 - 03.2022
- Conducted research across M&A, PE, and IPO sectors, leveraging SEC and SEDAR data
- These insights guided investment decisions, leading to a July 2021 promotion to Senior Associate for substantial contributions
- Analysed and reviewed more than 1000 M&A database records, resulting in a substantial enhancement of database accuracy and marked improvement in team performance
- Won Star of the Quarter award for over achieving production and quality targets.
Financial Analyst Intern
TRIVITRON
10.2018 - 11.2018
- Performed in development of a Standard Operating Procedure for the Finance department, a role enriched with understanding of financial operations and elevated proficiency in handling MIRO and MIGO transactions.
Education
Master of Science in Finance -
NUS BUSINESS SCHOOL, NATIONAL UNIVERSITY OF SINGAPORE
Bachelor of Management Studies (Finance) -
SIES COLLEGE OF ARTS, SCIENCE AND COMMERCE
Skills
- Research Analysis
- Public Equity Research
- Daily workflow improvement
- Performance Improvement
- Audit reporting
- Work Planning and Prioritization
- Key Performance Indicators
Additional Information
Led cross-functional teams as Promotions, Events, and Marketing Head for prominent college festivals, presenting adept coordination, strategic planning, and effective execution.
Executed an insightful presentation delving into financial implications of Brexit, providing a comprehensive understanding of situation in England and its potential impact on various economic aspects.
Taught Bharatanatyam and freestyle dance classes to children and elderly, fostering mental peace and artistic expression amid challenging times.
Engaged in the Morningstar Employee Emergency Group, sourcing and distributing oxygen tanks, hospital beds, and vital healthcare supplies to over 20 colleagues facing COVID issues, augmenting treatment and well-being.
Skills And Activities
Proficient in Python programming, VBA application development and data analysis., Completed courses on Investment Banking and the Basics of Technical Analysis Course which interpreted me to gain conversant knowledge about the capital market and the stock/forex markets.
Languages
English
Bilingual or Proficient (C2)
Malayalam
Bilingual or Proficient (C2)
Marathi
Advanced (C1)
Certification
Bloomberg Market Concepts
Refinitiv Eikon Certification
JLL Women in Commercial Real Estate
JP Morgan Investment Banking Job Simulation
Accenture Strategy Consulting Job Simulation
JP Morgan Chase & Co. Asia Analyst Development Program Job Simulation
Timeline
Associate Team Lead (Mergers and Acquisition)
MORNINGSTAR
10.2022 - 06.2023
Quality Assurance Specialist
MORNINGSTAR
04.2022 - 09.2022
Senior Research Associate
MORNINGSTAR
11.2019 - 03.2022
Financial Analyst Intern
TRIVITRON
10.2018 - 11.2018
Master of Science in Finance -
NUS BUSINESS SCHOOL, NATIONAL UNIVERSITY OF SINGAPORE
Bachelor of Management Studies (Finance) -
SIES COLLEGE OF ARTS, SCIENCE AND COMMERCE
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