Bharath Reddy K
Equity Research Analyst
Bengaluru
Summary
Dynamic Lead Securities Analyst at Wells Fargo, with expertise in equity research and financial modeling. and 11+ years of experience. Achieved a 15% reduction in report generation time through automation, and co-developed Al-driven tools for enhanced investment analysis. Proven ability to mentor teams and drive high-quality output in fast-paced environments.
Overview
12
12
years of professional experience
2013
2013
years of post-secondary education
1
1
Certification
Work History
Lead Securities Analyst
Wells Fargo
07.2023 - Current
- Company Overview: Working in U.S. Homebuilders and building products, writing initiation and quarterly update reports for clients.
- Working in U.S. Homebuilders and building products, writing initiation and quarterly update reports for clients.
- Attended conference calls and management calls, which helped to support investment thesis.
- Engineered an Excel-based automation solution, reducing monthly report generation time by 50% and eliminating manual data handling errors.
- Co-developed Al-driven research tools that cut preliminary data collection and screening by 15%, enabling deeper investment thesis development.
- Utilized advanced prompt engineering to train large language models for draft investment memos, refining content quality and consistency.
- Produced fundamental research on companies, including financial statement analysis, comparable and DCF valuation, as well as industry trend analysis, for monitoring current holdings and generating new stock recommendations.
- Working in U.S. Homebuilders and building products, writing initiation and quarterly update reports for clients.
Analyst
HSBC Global Research
03.2015 - 07.2023
- Company Overview: Region: LATAM (Brazil, Mexico & Argentina) Sector: Food Retail, E-Commerce & FinTech
- Building financial models from scratch for new initiations.
- Updating models and forecasting financials, quarterly and annually for companies in coverage.
- Writing earnings reports quarterly and annually for companies in coverage.
- Attending earnings conference calls and preparing the minutes.
- Supporting the preparation of thematic and industry reports.
- Analysis of strategic business developments.
- Liaising with senior members of companies in coverage to seek insights.
- Proactively suggesting new ideas for products like monthly and bi-monthly reports.
- Won Buzzlight Award for a report which encompasses a survey held on Brazilian market.
- Region: LATAM (Brazil, Mexico & Argentina) Sector: Food Retail, E-Commerce & FinTech
- Increased efficiency by streamlining data collection processes and implementing automation tools. Resulted in saving of 5-7% of working annual working hours.
Credit Manager
Karur Vysya Bank
04.2013 - 03.2015
- Preparation of Credit appraisal reports SMEs in India.
- Preparation of financial projections and valuations.
- Regulatory & Compliance documentation.
- Optimized credit approval and collection processes, improving operational efficiencies.
- Managed the entire end-to-end credit approval process from application review through contract negotiation and final execution.
Education
MBA - Finance
Annamacharya Institute of Technology & Sciences
Coimbatore2013
B.Tech - Engineering
JNTU
Anantapur2009
Skills
- Fundamental Analysis
- Prompt Engineering
- Technical Analysis
- AI integration and Automation
- Financial Modeling (with Excel data analysis expertise)
- Data Terminals (Bloomberg, Factset, Refinitiv Elkon)
Certification
CFA, Level 2 completed
Timeline
Lead Securities Analyst
Wells Fargo
07.2023 - Current
Analyst
HSBC Global Research
03.2015 - 07.2023
Credit Manager
Karur Vysya Bank
04.2013 - 03.2015
MBA - Finance
Annamacharya Institute of Technology & Sciences
B.Tech - Engineering
JNTU
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