Harsh Vora
Satna
Summary
BBA graduate in Finance and accounts and CFA Level 1 candidate with experience in equity research and portfolio management. Developed fundamental coverage of large-cap Indian companies in BFSI, Infrastructure, and FMCG sectors through financial statement analysis and sector benchmarking. Targeting a full-time Equity Research or Investment Analyst role.
Overview
3
3
Languages
1
1
Certification
2
2
years of professional experience
1
1
year of post-secondary education
Work History
Intern
Shah Investors Pvt. Ltd
Ahmedabad
05.2025 - 07.2025
- Initiated coverage in Bajaj Finance and Larsen and Toubro. Built a through fundamental, technical, DCF, and relative valuation framework to assess business prospects, price targets, and potential upside/downside.
- Analyzed Bajaj Finance's AUM growth, NIM, and asset quality over 5 years to identify trends and insights. Mapped L&T's order book, execution cycle and segment level margins.
- Developed 2 research notes (2-3 pages) detailing investment thesis, valuation, key risks, and catalysts to guide decision-making.
Intern
Pelican PMS
Chennai
06.2024 - 07.2024
- Authored a 10 page FMCG sector report covering listed companies (Brittania, Nestle), benchmarking revenue growth, gross margin and volume trends, leverage,cash flow across FY2014-15 to 2023-24.
- Extracted and cross-verified financial statements from BSE/NSE filings, enabling accurate ratio and trend analysis.
- Computed and compared CAGR, mean, and standard deviation across five financial metrics (revenue growth, debt to equity, EPS, P/E, cash flow) to evaluate risk and stability profile of both companies.
Intern
Unifi capital
Chennai
05.2023 - 06.2023
- Gained foundational exposure to fixed income instruments, including bond pricing, coupon structures, and yield mechanics while supporting client portfolio documentation.
- Structured transaction data in excel to standardise categorisation, cutting manual verification time on recurring entries.
- Assisted month end close for client accounts by reconciling ledger entries and flagging discrepancies for senior review.
Education
BBA - Finance And Accounts
Ahmedabad University
Ahmedabad, Gujarat05-2026
High School Diploma -
Emerald Heights International School
Indore, Madhya Pradesh03-2022
Chartered Financial Analyst - Finance
CFA Institute
Online 02.2026 - Current
Skills
- Financial Statement Analysis
- Ratio analysis
- Valuation techniques
- Excel, powerpoint, Screenerin
- Report writing
- Risk assessment
Languages
English
Upper Intermediate (B2)
B2
Hindi
Native
Native
Gujarati
Proficient (C2)
C2
Certification
- Bloomberg Market Concepts Certificate
- Bloomberg Environmental Social Governance Certificate
- Bloomberg Finance Fundamentals Certificate
Work Preference
Work Type
Full TimeLocation Preference
On-SiteLocation: Mumbai, MHBengaluru, KAPune, MH
Open to relocation: Yes
Timeline
Chartered Financial Analyst - Finance
CFA Institute
02.2026 - Current
Intern
Shah Investors Pvt. Ltd
05.2025 - 07.2025
Intern
Pelican PMS
06.2024 - 07.2024
Intern
Unifi capital
05.2023 - 06.2023
BBA - Finance And Accounts
Ahmedabad University
High School Diploma -
Emerald Heights International School