Summary
Overview
Work History
Education
Skills
Certification
Academic Projects
Extra Curricular
Timeline
Generic

Jigar Zala

Mumbai

Summary

Analytical and results-driven equity research analyst with 2 years of experience in evaluating financial data, conducting market research, and providing investment recommendations. Adept at financial modeling, report writing, and presenting insights to support informed decision-making. Proven track record of identifying opportunities and risks, with strong communication skills and a thorough understanding of financial markets.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Equity Research Analyst

Transparent Value Pvt Ltd
Mumbai
01.2023 - Current
  • Conduct comprehensive research and analysis on U.S. IT companies, focusing on market trends, competitive positioning, and financial performance.
  • Develop and maintain detailed financial models to forecast earnings, cash flows, and valuation metrics. Utilize discounted cash flow (DCF) and comparable company analysis (CCA) methodologies.
  • Monitor industry developments, regulatory changes, and macroeconomic factors that may impact IT companies and markets.
  • Cultivate relationships with senior management and prepared reports for buy-side analysts to gather insights and validate research findings.
  • Built and maintained financial models to support investment decision-making, incorporating historical data, industry benchmarks, and growth assumptions.
  • Prepared presentation based on new update and recent changes for conferences, and internal discussions.

Summer Intern

Inventure Growth and Securities Pvt Ltd
Mumbai
04.2022 - 06.2022
  • Analyzed and made report on Mutual Fund Schemes.
  • Analyzed stock through Technical & Fundamental Analysis.
  • Sales of financial product like Mutual Fund, Insurance and Demat account.

Account Executive

Rajesh Roadline Pvt. Ltd.
Mumbai
09.2020 - 06.2021
  • Reconciliation of all the day to day transaction with company GST and preparing the proper financial report.
  • Worked on company cost management system in which it include invoicing and budget preparation.

Education

MBA - Finance

N. L. Dalmia Institute of Management Studies
Mumbai
05-2023

Bachelor of Management Studies - Finance

Mulund College of Commerce
Mumbai
05-2020

Skills

  • Financial Modeling
  • Fundamental Analysis
  • Valuation proficiency
  • Financial Analysis
  • Advance Excel

Certification

  • Completed Advance Excel course
  • Bloomberg Market Concept (BMC) Certification
  • Investment Analysis and Portfolio Management by Udemy
  • Completed Financial Modelling course by Forevision
  • Introduction of Corporate Finance by CFI

Academic Projects

  • Valuation of V Mart Ltd. using DCF and Relative Valuation
  • Analysis of Equity Research Reports and making a report of any monopoly company

Extra Curricular

  • Accounting Head: Was responsible for the maintenance of accounts during the event "Inspira" and managed a corpus of Rs. 50,000.

Timeline

Equity Research Analyst

Transparent Value Pvt Ltd
01.2023 - Current

Summer Intern

Inventure Growth and Securities Pvt Ltd
04.2022 - 06.2022

Account Executive

Rajesh Roadline Pvt. Ltd.
09.2020 - 06.2021

MBA - Finance

N. L. Dalmia Institute of Management Studies

Bachelor of Management Studies - Finance

Mulund College of Commerce
Jigar Zala