Melisha Cordeiro

Background

About Melisha Cordeiro

Financial markets professional with 4+ years of experience spanning investment research, wealth management, and client advisory. I began my career at Aranca, India working with a UK startup to build a database for Corporate Governance Analysis. Morningstar India, where I advanced from Data Research Analyst to Senior Analyst within two years, gaining hands-on expertise in fund analysis, financial data integrity, and process improvement. After relocating to Canada, I pursued a Diploma in Financial Planning & Wealth Management and transitioned into an Investment Specialist role at a leading credit union. In this role, I advise clients on asset allocation strategies, conduct portfolio reviews, and recommend mutual fund solutions aligned with long-term financial goals. As I prepare for CFA Level 1, I am passionate about equity and fixed-income research, portfolio construction, and risk analysis. My long-term objective is to contribute to investment decision-making as an analyst and work with Investment Banks to successfully execute merger and acquisition deals. Areas of focus: Investment Research | Investment Banking | Portfolio Management | Risk & Credit Analysis | Wealth Advisory | Financial Modelling.