Accomplished Equity Research Analyst experienced in analyzing market trends.
Overview
4
4
years of professional experience
Work History
Equity-research-analyst
02.2020 - Current
Analyzed information to determine viability and rebalance portfolio.
Provided investors with detailed ratings based on overall earnings performance.
Created [Number] financial models annually for buy and sell recommendations within [Type] industry.
Trained subordinates on quality control within critical databases.
Generated ideas within various sectors.
Utilized screening tool to identify bottom-up stock idea identification.
Improved efficiency by [Number]% through alternative methods and creating new databases.
Spearheaded comprehensive presentations for management and audiences of [Number] individuals.
Conducted in-depth analysis for upcoming offerings.
Developed reports for clients outlining statistical data points.
Developed spreadsheet models for diverse projects and analysis.
Created and maintained precise and accurate models, charts and reports.
Monitored and analyzed financial, statistical and operational data trends.
Reviewed weekly and monthly budget performance reports, ensuring departments and agencies operated within allocated budgets and investigated excessive expenses and reporting discrepancies.
Consolidated financial data and materials for key leadership meetings.
Identified budget variances and recommended corrective actions, avoiding overruns and maintaining positive cash position.
Presented results of financial analyses to clients verbally and in written form.
Analyzed financial information related to payroll, capital projects, operating expenses, professional service contracts and office supplies and equipment to examine budget needs.
Solved financial problems with use of diverse analytical and modeling techniques.
Analyzed revenues, costs and expenses for operating construction projects.
Built and maintained databases for forecasting future financial performance.
Ran and analyzed monthly revenue risk reports for executive team.
Identified risks associated with projects, contract approvals and other client accounting issues.
Helped stakeholders make good choices by presenting information on general trends and entire industries.
Assessed and interpreted complex financial data to understand investments and recommend optimal courses of action.
Improved emergency resolution processes to save time.
Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
Developed and deepened client relationships to cement profitable partnerships.
Promoted successful investment plans with well-organized and smooth presentations.
Monitored developments in fields of industrial technology, finance and economic theory.
Education
Masters in Quantitative Finance - Finance
IIT KANPUR
KANPUR
03.2024
No Degree - General Management
IIM JAMMU
JAMMU
10.2022
B.Tech - Civil Engineering
Galgotia’s College of Engineering & Technology
Greater Noida
08.2011
Skills
Business Strategies
Report Writing
Meeting Leadership
Equity Research
Statistical Data
Company Research
Quantitative and Qualitative Analysis
Portfolio Management
Statistical Trends
Research Proficiency
Financial Research
Accounts Payable and Accounts Receivable
Quantitative Modeling
Financial Modeling
Ratios Analysis
Valuation Proficiency
Securities Marketing
Chart and Graph Preparation
Investment Opportunity Identification
Financial Problem Assessments
MS Office
Critical Thinking
Timeline
Equity-research-analyst
02.2020 - Current
Masters in Quantitative Finance - Finance
IIT KANPUR
No Degree - General Management
IIM JAMMU
B.Tech - Civil Engineering
Galgotia’s College of Engineering & Technology
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