Manpreet Jassal
Equity Research Analyst
Bangalore
Summary
Dedicated Equity Research Analyst with 8 years of experience skilled in building complex financial models producing valuations of companies within banking sector. Adept at preparing research reports and presenting recommendations to senior management. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
8
8
years of professional experience
2
2
years of post-secondary education
1
1
Language
Work History
Delivery Manager
Acuity Knowledge partners
Bangalore
02.2020 - Current
- Currently covering the top 15 banks of India by Market cap along with fintech companies.
- Provide investors with detailed ratings based on overall earnings performance.
- Presented oral and written reports on general economic trends, individual corporations and entire industries.
- Conducted in-depth analysis for upcoming offerings (IPO).
- Consolidated financial data and materials for key leadership meetings.
- Developed and deepened client relationships to cement profitable partnerships.
- Solved complex problems for senior leadership to execute on-time and under-budget projects.
- Trained subordinates on quality control within critical databases.
Delivery Lead
Acuity Knowledge partners
Bangalore
07.2016 - 02.2020
- Coverage included stocks relating to ASEAN listed Casino companies.
- Utilized screening tool to identify bottom-up stock idea identification.
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
- Valued and priced securities and companies based on historical, current and forecasted information
- Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives.
- Helped stakeholders make good choices by presenting information on general trends and entire industries.
- Improved efficiency by 50% through alternative methods and creating new databases
- Improved emergency resolution processes to save time.
- Presented results of financial analyses to clients verbally and in written form.
Analyst
Acuity Knowledge partners (Ex Moodys Analytics)
Bangalore
05.2014 - 07.2016
- Created 15-16 financial models annually for buy and sell recommendations across multiple sectors. Few to mention, Retail, Pharma and Auto Industry for Indian listed companies.
- Created and maintained precise and accurate models, charts and reports.
- Gathered, arranged and corrected research data to create representative graphs and charts highlighting results for presentations.
- Kept pace with economic, industrial and corporate developments impacting clients' financial wellbeing.
- Consolidated financial data and materials for key leadership meetings.
- Solved financial problems with use of diverse analytical and modeling techniques.
- Generated ideas within various sectors.
Education
MBA - Finance
Christ University Institute of Management
Bangalore 05.2012 - 04.2014
Skills
Financial modeling
Timeline
Delivery Manager
Acuity Knowledge partners
02.2020 - Current
Delivery Lead
Acuity Knowledge partners
07.2016 - 02.2020
Analyst
Acuity Knowledge partners (Ex Moodys Analytics)
05.2014 - 07.2016
MBA - Finance
Christ University Institute of Management
05.2012 - 04.2014
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