Summary
Overview
Work History
Education
Skills
Timeline
Accomplishments
Certifications
Generic
Kartik Chourasiya

Kartik Chourasiya

Equity Research
Mumbai

Summary

Experienced Equity Research Professional with almost 5 years in the industry, focused on financial modeling and data analysis. Adept in utilizing various industry-standard tools such as FactSet, Bloomberg & Thomson Reuters, IQ. Published and Initiated research notes on diverse sectors, demonstrating a strong analytical mindset.

Overview

5
5
years of professional experience

Work History

Analyst

HSBC
01.2023 - Current
  • Tracking European Utilities companies under coverage, monitoring key news, trends, and developments.
  • Writing independent research reports with investment thesis and recommendations.
  • Attending earnings calls and summarizing key takeaways.
  • Building comp sheets for valuation and peer analysis.
  • Initiating stock coverage with detailed research and analysis.
  • Creating marketing decks for client presentations and internal use.

Associate

Acuity Knowledge Partners
06.2022 - 01.2023
  • Independently initiated five stock in the Banking, Telecommunication, and Materials sectors in Oman.
  • Authored in-depth research reports with investment insights.
  • Attended earnings calls, engaging with management through targeted questions.
  • Utilized statistical tools like regression analysis to enhance forecasting accuracy.

Sell Side-Junior Research Analyst

Crisil Ltd.
10.2021 - 06.2022
  • Tracking Building, Construction and Materials in EMEA for Bank of America (BofA)
  • Maintain constant coverage of industry-related news, trends, and developments for 30 companies under coverage
  • Assist in stock initiation and writing research reports
  • Building comp sheets
  • Conducted in-depth sector study and consequently worked on various sector reports under the guidance of the Lead Research Analyst
  • Preparing detailed financial models along with projections and valuation outlook

Financial Analyst

Citi
07.2020 - 10.2021
  • Developed financial models for lead analysts, focusing on company revenue drivers.
  • Built bull and bear scenario models to refine earnings estimates.
  • Reviewed analyst models and prepared reports to ensure compliance with Citi standards before publication on Citi Velocity for institutional clients.
  • Specialized in earnings notes and financial models for stock initiation across all sectors and regions.

Education

CFA L2 Passed -

Chartered Financial Analyst (CFA US)
04.2001 -

Investment Banking -

Indian Institute of Management Indore (IIM-I)
Indore, India

BMS - Finance

Lords universal

Skills

Report Writing

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Timeline

Analyst

HSBC
01.2023 - Current

Associate

Acuity Knowledge Partners
06.2022 - 01.2023

Sell Side-Junior Research Analyst

Crisil Ltd.
10.2021 - 06.2022

Financial Analyst

Citi
07.2020 - 10.2021

CFA L2 Passed -

Chartered Financial Analyst (CFA US)
04.2001 -

BMS - Finance

Lords universal

Investment Banking -

Indian Institute of Management Indore (IIM-I)

Accomplishments

  • Awarded HSBC’s Rising Star Award within six months of joining, recognized as the best-performing Associate.
  • Awarded CLAP at BofA within six months of joining for outstanding contributions to report writing.

Certifications

Cleared 5 Modules of NISM

  • Fundamental Analysis
  • Risk management
  • Technical analysis
  • Option Trading
  • Algorithm trading
Kartik ChourasiyaEquity Research