Summary
Overview
Work History
Education
Skills
Websites
Certification
Personal Information
Languages
Timeline
Generic

Amit Raturi

Noida

Summary

Dynamic Equity Research Associate at Rosenblatt Securities with expertise in financial modeling and valuation. Proven ability to enhance analytical accuracy and support strategic decision-making through meticulous data analysis and effective team collaboration. Recognized for strong interpersonal skills and a commitment to delivering high-quality research outputs.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Equity Research Associate, Software

Rosenblatt Securities
03.2020 - Current
  • Prepare daily market and company news updates for covered software sector companies.
  • Monitor upcoming earnings calls, user conferences, investor days, webinars, and other company events. Keep an organized and up-to-date tracking sheet to ensure the team has full visibility into important dates.
  • Maintain and update financial models, comps tables, and coverage sheets to ensure analytical accuracy.
  • Work across earnings nights to update financial models with actual results, revise assumptions, validate DCF outputs, and implement analyst guidance on forward estimates before final valuation and target price decisions.
  • Draft and update earnings notes with results, management commentary, key announcements, and graphics; finalize and publish research notes and models on BlueMatrix following analyst review and approvals.
  • Review quarterly and annual filings (10-K and 10-Q), and integrate findings into valuation models and research notes.
  • Support company initiation reports through model-based preparation, data analysis, and visual creation.
  • Collaborate closely with the lead analyst on DCF/FCF reviews and forecast updates.

Accounts Executive

Agreeya Solutions Ltd.
01.2019 - 02.2020
  • Processed semi-monthly US payrolls and handled termination and overpayment adjustments.
  • Performed account reconciliations and maintained payroll records in QuickBooks.
  • Managed weekly timesheet follow-ups ensuring timely submission for payroll processing.
  • Responded to payroll-related inquiries maintaining strong employee relationships.
  • Invoiced internal clients/vendors and managed accounts payable/receivable entries in QuickBooks.
  • Prepared payroll and accounting reports adhering to US-GAAP standards.

Accounts Executive

Sanketik Telnet Pvt. Ltd.
11.2017 - 01.2019
  • Maintained accounting vouchers in Tally for purchase, sales, and AR/AP management.
  • Prepared billing, invoicing, and GST returns (GSTR-1, GSTR-3B).
  • Handled payment follow-ups, vendor communication, and reconciliation of accounts.
  • Prepared purchase orders and weekly collection reports ensuring on-time collections.

Assistant Accountant

Unix Abroad Solutions
12.2015 - 11.2017
  • Coordinated with clients, resolved service-related issues, and provided timely resolutions.
  • Handled account reconciliations, recorded AR/AP, and managed payment entries.
  • Prepared bank reconciliation statements ensuring data accuracy and compliance.

Education

MBA -

Bharati Vidyapeeth University
02-2020

B.Com -

Delhi University
01.2017

12th -

C.B.S.E Board
01.2014

10th -

C.B.S.E Board
01.2012

Skills

Technical & Analytical Skills
Financial Modeling Valuation Financial Analysis DCF Analysis Financial Forecasting Data Analysis Analytical & Quantitative Analysis

Research & Market Tools
FactSet Bloomberg BlueMatrix Excel (Advanced, Financial Models & Data Visualization) Power BI

Accounting & Finance
US-GAAP Knowledge Payroll Processing QuickBooks Tally ERP 9

Professional Skills
Research & Business Communication Stakeholder & Analyst Communication Cross-functional Collaboration High Attention to Detail in Financial Reporting

Certification

• JPMorgan Chase & Co. Corporate Analyst Experience – Forage
• Excel Data Visualization
• McKinsey Forward Learning Program

Personal Information

  • Hobbies: Playing badminton, traveling, listening to music
  • Date of birth: 03/17/96
  • Nationality: Indian
  • Marital status: Married

Languages

English
Proficient (C2)
C2
Hindi
Native
Native

Timeline

Equity Research Associate, Software

Rosenblatt Securities
03.2020 - Current

Accounts Executive

Agreeya Solutions Ltd.
01.2019 - 02.2020

Accounts Executive

Sanketik Telnet Pvt. Ltd.
11.2017 - 01.2019

Assistant Accountant

Unix Abroad Solutions
12.2015 - 11.2017

MBA -

Bharati Vidyapeeth University

B.Com -

Delhi University

12th -

C.B.S.E Board

10th -

C.B.S.E Board
Amit Raturi