Equity Research Lead Analyst (sell-side) with 7 years of total work experience in financial modeling, model restructuring, DCF & Relative valuations, and database management. Well-versed with databases such as Thomson Reuters, EIKON, Factset and Datastream. Holds an MBA degree in Finance, preparing for CFA Level III.
Overview
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Certification
Work History
Acuity Knowledge Partners
Delivery Lead (Jan 2021 - Dec 2022)
Looking into India TMT sector and helping the team with financial modelling, model restructuring, earnings updates, taking detailed earning notes, DCF & Relative valuations, and maintaining important industry related database files.
Maintaining financial models for stocks under coverage to support the recommendations.
Collating stock prices, creating valuation charts to understand relative stock positions and market dynamics.
Assisting in writing research reports with our findings, to be published for clients.
Maintain constant coverage of industry-related news, trends, and developments for covered and non covered stocks.
Adept at using excel charts and advanced excel functions.
Senior Associate (Dec 2019 - Jan 2021)
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Developed financial models to assess the value stocks using different valuation methodologies.
Created spreadsheets using Excel to track stock prices, earnings estimates.
Assisting global teams for updating and troubleshooting models during earning season.
Preparing and checking extensive modelling tests for hiring process.
Supporting multiple analysts and a country head from HK/China for ad-hoc requests.
Assist top level management with stock selection process and maintain database for Asia Pacific stocks.
Equity Research Associate (Mar 2017 - Dec 2019)
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Building and updating detailed financial models of companies hailing from different sectors (like- China Education sector, Indian Automobile and Tyre Industry etc.),
Forecasting income statement, balance sheet and cash flow statement along with detailed schedules of revenue and cost drivers.
Tracked new developments in the industry, understood key performance indicators, ratios
Performing sensitivity analysis on company performance
Assisted with ad-hoc requests and preparing/updating marketing presentations.
Community Donation Centre Ambassador at Savers Value Village, Jan 2021 - Jan 2022Community Donation Centre Ambassador at Savers Value Village, Jan 2021 - Jan 2022
Professional Basketball Player at Leicester Riders (2021-2022), TG Neuss (2022-2023)Professional Basketball Player at Leicester Riders (2021-2022), TG Neuss (2022-2023)