Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

AASTHA JAIN

Mumbai

Summary

Senior Research Analyst with 5+ years’ experience in corporate and entrepreneur environment. Proven track record of providing critical insights to support strategic decision-making and enhance investor confidence. Adept at research, creating equity reports, and chart patterns for stock recommendations.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Senior Research Analyst

Captive IR Strategic Advisors
08.2022 - Current
  • Build and lead comprehensive investor targeting program in order to find potential new investors while supporting current investors for clients
  • Develop and maintain robust understanding of client's business, stock price performance, peer companies and industry
  • Communicate effectively with all levels of management, as well as with external contacts
  • Create earning releases, press releases, and investor presentations for clients to communicate effectively with investors and shareholders
  • Plan and coordinate investor relation events, including conferences, calls, roadshows and other events that were designed to meet with investors and analysts
  • Create and ensure consistency across external messaging regarding the company and its strategy, including announcements, earnings and strategies
  • Collaborate with internal teams on theproduction of the Investor Relations Question and Answer document

Equity Research Analyst

06.2022 - 06.2023
  • Authored a range of equity research reports for a wealth management company based out of the US
  • Conducted thorough business analysis, including in-depth examination of financials, competition, growth drivers, industry, and potential risk resulting in accurate and informed investment recommendations
  • Demonstrated proficiency in sourcing and analyzing data from multiple financial sources, such as SEC filings, earnings releases, transcripts, industry reports, and market news, to support well-reasoned investment decisions
  • Created one-pagers for companies which gave an overall view of the company’s business & financials
  • Communicated efficiently with the company's President and Director of Research regarding portfolio updates.

Equity Research Technical Analyst

09.2019 - 08.2022
  • Collaborated with a financial advisor in discovering and determining appropriate equity investments for their clients
  • Implemented trading strategies and executed day-to-day operations using different price action techniques to find bull and bear power and Institutional entry and exit
  • Skilled in trading psychology, market trends, candlestick patterns, Fibonacci Trading and “Demand and Supply Zones” strategy for price retracement, price projections, entry, stop loss and targets.

Senior Financial Analyst

TresVista Financial Services
09.2017 - 08.2019
  • Received a promotion for my exceptional performance and service
  • Communicated with US-based clients clearly and efficiently regarding portfolio updates
  • Created equity reports with buy/sell/hold recommendations
  • Read earnings call transcripts as well as attended earnings conference calls to update quarterly reports with detailed ratings based on earnings performance
  • Created daily new letters on portfolio companies to keep track of client’s portfolio
  • Created one-pagers of private/public companies which gave an overall view of the company’s financial position
  • Updated models and did valuation based on different techniques suggested by the client
  • Interact with clients (fund managers) to update them about the sector and company and answer ad hoc queries daily
  • Created public comparable using FactSet to get a clear idea of a public company’s status in its sector
  • Interacted with industry players, consultants and brokers for market understanding.

Education

B.Tech - Electronics and Telecommunication Engineering

NMIMS University
2017

Skills

  • Relationship management
  • Excellent interpersonal, oral, and written communication skills
  • People influencing skills
  • Eye for detail
  • Creative Thinking
  • People leadership
  • Growth-oriented
  • Collaborative and proactive
  • Ability to establish creditability within organization
  • MS Office
  • Bloomberg and FactSet
  • TradingView

Certification

1) Financial Certification of financial markets

2) Completed Training modules in Communication, Excel, Macro-Economic, Financial Accounting, Comparable Analysis & Research

Timeline

Senior Research Analyst

Captive IR Strategic Advisors
08.2022 - Current

Equity Research Analyst

06.2022 - 06.2023

Equity Research Technical Analyst

09.2019 - 08.2022

Senior Financial Analyst

TresVista Financial Services
09.2017 - 08.2019

B.Tech - Electronics and Telecommunication Engineering

NMIMS University

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