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, IndiaBMS - Finance
Lords universal
Skills
Report Writing
Database (Bloomberg, FactSet, LSEG)
Financial Modelling
Valuations (DCF, Comparables, SOTP)
Marketing decks
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