JK PK
@jkpk
MBA (Finance) research analyst skilled in financial modeling, industry research, and credit analysis.
CanadaWhat I'm looking for
I am an MBA (Finance) professional with hands-on experience leading issuer research for 1,250+ global corporates, resolving complex analytical cases, and producing clear, senior-level written deliverables. I bring deep capability in 3-statement modeling, DCF valuation, and financial statement analysis developed through professional roles and applied simulations.
At Morningstar - Sustainalytics I served as primary lead for large issuer coverage, streamlined cross-functional initiatives, and resolved 1,800+ analytical cases, demonstrating strong stakeholder communication and initiative. I have completed investment banking simulations with JPMorgan Chase and Bank of America, applying forecasting, scenario analysis, and M&A valuation techniques.
I am committed to pursuing the CFA designation to support corporate finance and credit rating work and hold a valid Canadian work permit. I combine technical proficiency in Excel and CRM tools with practical experience mentoring teams and delivering client-focused insights.
Experience
Work history, roles, and key accomplishments
SCBarista
Starbucks Coffee Company
May 2024 - Jan 2026 (1 year 8 months)
Onboarded and mentored new staff, maintained service standards, and was recognized as Partner of the Quarter for operational excellence and team leadership.
Associate – Issuer Relations
Morningstar - Sustainalytics
Oct 2021 - Oct 2023 (2 years)
Primary lead for 1,250+ global corporate issuers, performed industry research and delivered analytical risk summaries, and resolved 1,800+ complex analytical cases through cross-functional coordination.
Assistant to Manager
Paradigm Chemicals
Jul 2019 - Sep 2021 (2 years 2 months)
Supported operational execution, accounting, and internal reporting, aligning data with financial reporting structures and delivering tailored client insights to drive satisfaction.
Education
Degrees, certifications, and relevant coursework
UWUniversity Canada West
Master of Business Administration, Finance
Completed an MBA with a Finance specialization, focusing on financial statement analysis, 3-statement modeling, valuation, and industry research.
UMUniversity of Mumbai
Bachelor of Commerce, Commerce
Earned a Bachelor of Commerce degree with coursework and experience in accounting, reporting, and financial analysis.
Tech stack
Software and tools used professionally
Availability
Location
CanadaAuthorized to work in
Job categories
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