BARNABAS R
Data Analyst | Capital Markets
Bengaluru
Summary
Insightful Data Analyst with three years of experience in U.S. tech and consumer equities. As a founding member of a long/short hedge fund, utilized Python and SQL to automate forecast tracking and improve model accuracy for U.S.-listed companies. Led research initiatives in predictive machine learning and discounted cash flow valuation, supporting high-conviction portfolio decisions and strategic capital allocation.
Overview
4
4
years of professional experience
Work History
Equity Research Consultant
Artha Bharat Investment Managers IFSC LLP – GIFT City
05.2025 - Current
- Established foundational research processes, modeling standards, and structured review frameworks during the fund's initial build-out phase
- Quantitative Thesis Tracking: Designed a standardized framework to evaluate forward thesis integrity, integrating automated data checks to monitor earnings deviation across 116+ U.S. listed companies
- Developed and deployed Python-based scorecard engine to audit forecast accuracy, tracking trend directionality and estimating variances within +1% or -1% threshold
- Predictive Bias Modeling: Proposed and prototyped a machine learning framework using Linear Regression, RandomForest, and Gradient Boosting (XGBoost/AdaBoost) to identify and quantify systematic bias factors in Sales estimates
- Own end-to-end research lifecycle from idea origination through post-mortem performance review
- Built and maintained earnings and valuation models (DCF, scenario, sensitivity) to inform position sizing and calibrate risk-reward
- Synthesized earnings calls, SEC filings (10-K/10-Q), and investor communications to identify inflection points, margin trajectory shifts, and forward catalysts
Equity Research Analyst
Verbatim Advisory Group – Bengaluru
01.2023 - 04.2025
- Developed DCF and multi-scenario valuation models, analyzed earnings calls and SEC filings to produce actionable long/short recommendations for institutional fund managers
- Led fundamental coverage on 8 U.S. technology companies and built monitoring frameworks across 50+ U.S. retail names serving institutional fund clients
- Utilized SQL and advanced Excel to query primary research databases, streamlining identification of risk and revenue drivers for 50+ U.S. retail names
- Led SQL-to-cloud migration initiative, utilizing complex SQL queries to extract and transform primary research data, enhancing data accessibility and analysis speed
Education
Post-Graduate Certificate - Data Science & Machine Learning
Texas McCombs School of Business
Online 04.2001 -
PG Diploma - Capital Markets
Stock Market Institute And Bombay Stock Exchange Institute
Bengaluru, India04-2023
Post Graduate Diploma - Banking and Business Analytics
St. Joseph's College Bengaluru
Bengaluru04-2020
Bachelor of Commerce -
St. Joseph's College
Bengaluru, India04-2020
Skills
Financial
Financial analysis
Valuation
US GAAP Analysis
Financial Data Analysis
Python programming
SQL
MySQL
Data visualization
Power BI
Tableau
Advanced Excel
Data collection
Market Research
Competitive Analysis
Investment Thesis Development
Statistical Analysis
Timeline
Equity Research Consultant
Artha Bharat Investment Managers IFSC LLP – GIFT City
05.2025 - Current
Equity Research Analyst
Verbatim Advisory Group – Bengaluru
01.2023 - 04.2025
Post-Graduate Certificate - Data Science & Machine Learning
Texas McCombs School of Business
04.2001 -
PG Diploma - Capital Markets
Stock Market Institute And Bombay Stock Exchange Institute
Post Graduate Diploma - Banking and Business Analytics
St. Joseph's College Bengaluru
Bachelor of Commerce -
St. Joseph's College