Keeping track of key macro events
AMIT B. FARTODE
Investment Research Analyst
Summary
A focused professional with zeal to make a winning career in Project Management, Financial Analysis and Operations. Experience of working within a team based culture which helped in master planning, organizing and co-originating with people. An effective planner with a flair for working hard and contributing towards achievement of organizational goals. Skilled with ability to analyze and interpret unique problems, with a combination of training, experience and logical thinking to find right solutions.
Overview
10
10
years of professional experience
2
2
Years of Full Time MBA
Work History
Senior Analyst
SG Analytics pvt. ltd
PUNE
2019.02 - Current
- Improve efficiency through alterative methods and creating sample templates
- Collecting data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts
- Write/Review earnings reports for stocks under coverage
- Assist in creating marketing material
- Keep track of relevant news for the portfolio and analyze potential impact
- Assist in preparation of presentations, data tables and other documents for investor meetings
- Research macroeconomic, industry and company-specific data to inform investment decisions.
Team Lead
SG Analytics pvt. ltd
PUNE
2017.02 - 2019.01
- Conducted training and mentored team members to promote productivity, accuracy, and commitment to quality service
- Performed quality check on the financial models in the initiation and maintenance phases
- Worked different stations to provide optimal coverage and meet production goals
- Minimized resource and time losses by addressing employee or production issue directly and implementing timely solutions
- Built strong relationships with clients through positive attitude and attentive response
Financial Modelling - Analyst
SG Analytics pvt. ltd
PUNE
2013.06 - 2017.01
- Define revenue/cost driver assumption
- Carry out business/geographic segment analysis
- Work with client analysts to define concepts/ deliverable, under the direction of project managers
- Conceptualize the optimal modeling solution, content mapping & feasibility study using a combination of Product, and Excel
- Collect financial data from databases such as Bloomberg, Thomson Reuters, Factset and present in a concise manner
- Developed company's operating metrics in conjunction with their relevance in different sectors/companies
- Conference calls & WebEx with investment bankers, portfolio managers on a regular basis in order to explain and provide any support post-delivery of the models
Education
MBA - Finance
University of Pune
2011.05 - 2013.04
BE - E&TC
SKN, Sinhgad Institutes
2006.04 - 2010.04
HSC -
Brijlal Biyani Science College
Amravati 2001.04 -
Skills
Knowledge of business operations
Financial and operational reporting
Flexible team player
Excellent attention to detail
Data Collection & Research
MS Office expert
Interests
Sports enthusiast
Timeline
Senior Analyst
SG Analytics pvt. ltd
2019.02 - Current
Team Lead
SG Analytics pvt. ltd
2017.02 - 2019.01
Financial Modelling - Analyst
SG Analytics pvt. ltd
2013.06 - 2017.01
MBA - Finance
University of Pune
2011.05 - 2013.04
BE - E&TC
SKN, Sinhgad Institutes
2006.04 - 2010.04
HSC -
Brijlal Biyani Science College
2001.04 -