Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Dhaval Popat

Mumbai

Summary

Senior Research Analyst with 8+ years of experience in financial planning, analysis, and market insights. Proficient in building detailed financial models, preparing strategic reports, and collaborating with senior stakeholders to influence decision-making. Expertise in managing forecasts, evaluating financial results, and delivering actionable insights to drive business performance.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Senior Research Analyst

Wood Mackenzie
Mumbai
05.2024 - Current
  • Lead coverage on iron ore pellet markets, publishing detailed market analysis reports.
  • Collaborate with senior stakeholders to provide quarterly insights into production trends and key market developments.
  • Develop short and medium-term production forecasts, delivering actionable recommendations for strategic decision-making.

Manager

HSBC
Bangalore
03.2023 - 04.2024
  • Built and maintained financial models for covered companies, influencing product-level profitability decisions.
  • Prepared reports, providing insights on company performance, refining margins, and trade data.
  • Participated in calls with company management and prepared commentary on investment outlook.

Associate

Goldman Sachs
Bangalore
12.2021 - 02.2023
  • Executed annual supply estimates for European steel manufacturers, aligning with strategic business goals.
  • Authored and presented European Steel Macro reports, supporting product and directional strategies.
  • Collaborated with Investor Relations to evaluate quarterly performance and prepare executive briefings.

Analyst

HSBC
Bangalore
11.2017 - 12.2021
  • Developed quarterly production forecasts and financial estimates for Petrobras, Ecopetrol, and YPF.
  • Prepared summaries for senior management, identifying financial trends and risks impacting operational outlooks.
  • Delivered daily macro and financial updates, enhancing decision-making for senior leadership.

Senior Equity Research Associate

Cognizant Technology Solutions
Hyderabad
05.2016 - 11.2017
  • Built detailed financial models, forecasting sales estimates for large-cap pharmaceutical companies in Europe.
  • Delivered ad-hoc analysis to be used in reports by UBS.

Education

MBA - Finance

T.A. Pai Management Institute
Manipal
03-2016

B.E. - Electrical Engineering

Gujarat Technological University
Ahmedabad
07-2014

Skills

  • Financial Planning and Analysis (FP&A)
  • Strategic Reporting & Forecasting
  • Financial Modeling & Performance Evaluation
  • Client and Stakeholder Management
  • Market Insights & Decision Support
  • Advanced Excel, Microsoft Office, and Bloomberg

Certification

  • FCA (London) for UK Financial Regulation, Derivatives, and Securities
  • NSE NCFM Advanced Module in Equity Research

Timeline

Senior Research Analyst

Wood Mackenzie
05.2024 - Current

Manager

HSBC
03.2023 - 04.2024

Associate

Goldman Sachs
12.2021 - 02.2023

Analyst

HSBC
11.2017 - 12.2021

Senior Equity Research Associate

Cognizant Technology Solutions
05.2016 - 11.2017

MBA - Finance

T.A. Pai Management Institute

B.E. - Electrical Engineering

Gujarat Technological University

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Dhaval Popat