Ketan Sethi

• Conducted deep fundamental research and financial modeling across sectors like software, semiconductors, internet, and industrials to generate actionable investment ideas.

• Initiated and maintained coverage on portfolio companies, tracking key KPIs, earnings drivers, and valuation trends.

• Built detailed financial models and applied valuation methods, such as DCF and relative valuation, to support buy/sell decisions.

Prepared investment memos, earnings notes, quarterly updates, and conference call summaries.

Reported directly to the CIO, contributing to investment discussions for a $120 million public equities portfolio.

• Conducted thorough fundamental analysis of a company's business and financial position, including cash flow analysis, balance sheet, and income statement evaluations.

• Developed detailed financial models on covered companies for informed investment decision-making, resulting in concrete recommendations.

• Utilized various valuation methods, such as DCF and Relative Valuation, to assess companies' valuation.

Prepared investment notes, earning notes, quarterly updates, and conference call summaries to communicate findings.

• Conducted fundamental analysis of different companies, identifying and evaluating key performance indicators relevant to each company's industry and business model.

• Built detailed financial models, including income statements, balance sheets, and cash flow statements for the U.S. Publicly listed equities.

• Updated financial models during earnings seasons, following corporate actions, and prepared earnings notes and quarterly updates.

• Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Maintained knowledge on banking products and distribution to provide optimal service support.
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.

• Improved team efficiency by streamlining processes and implementing innovative management strategies.
• Identified areas for improvement within the department, implementing strategic initiatives to address gaps in performance or resources.
• Collaborated with cross-functional teams to drive business growth and achieve corporate objectives.
• Increased customer satisfaction levels by developing targeted strategies to address client concerns effectively.