Aaron Lobo

I am a CMA-certified finance professional with over three years of diverse experience in finance and accounting. Currently, I serve as a Data Research Analyst at Morningstar, where I specialize in equity finance and accounting operations. My role involves conducting detailed data and statistical analysis, budgeting, and ensuring the accuracy of financial reports. I take pride in my ability to communicate complex data findings effectively to leadership and investors, contributing to informed decision-making and empowering investor success.

Previously, I worked as a Private Market Research Associate at PitchBook, where I was selected for a strategic secondment to support private market research operations. This opportunity allowed me to deepen my expertise in venture capital, private equity, and M&A activities. I was recognized for my outstanding performance, consistently maintaining over 100% production efficiency and achieving 100% quality standards in financial data analysis. My dedication to accuracy and productivity has been a hallmark of my career.