Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Mitalee Naik

Summary

Finance enthusiast with 3+ years of experience in analysis of companies of different sector with ability work under pressure and meet tight deadlines with quality.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Research Associate II

Visible Alpha solutions pvt ltd - (Now part of S&P global)
Mumbai
01.2024 - Current
  • Analysing of companies and preparing of presentations and reports based on the performance with its earnings.
  • Reviewing the work of the newly joined employees.
  • Working on various sectors such as Consumer goods and services, Banking.
  • Developing of the financial models to analyse the performance of the companies and to understand the value of potential investment.

RESEARCH ASSOCIATE I | 01/22- 12/23

  • Extracting the forecast, logic and assumptions from a full working sell side models to create consensus data with full granularity and transparency.
  • Comprehensive evaluation and comprehension of financial statements to facilitate buy side analysts' ability to select significant consensus from the platform and apply it to value, so advising investments and supplying information about the companies' trends among the main street brokers.
  • Initiating coverage and increasing analyst coverage of existing companies under different sectors
  • Develop and demonstrate strong understanding of business models of different public listed companies
  • Involved in the mentoring of the newly joined employees

Data Analyst

Nneells’s Invest
Mumbai
05.2021 - 07.2021
  • Data mining and researching the fundamental and technical aspects of stocks
  • Developing trading strategies to minimize loss and maximize profits.

Education

Master of Management studies in Finance -

Thakur Institute of Management Studies & Research, Mumbai University
2022

Bachelors of Commerce -

H.R College of commerce and economics
2018

Skills

  • Strong written and communication skills
  • MS excel
  • Financial modelling
  • Financial statement and ratio analysis
  • Analytical skills

Certification

  • The Language and Tools of Financial Analysis course on Coursera.
  • Financial Analysis and Modelling using MS-Excel on Udemy.
  • NISM Series 12 Securities Foundation certification exam

Timeline

Research Associate II

Visible Alpha solutions pvt ltd - (Now part of S&P global)
01.2024 - Current

Data Analyst

Nneells’s Invest
05.2021 - 07.2021
  • The Language and Tools of Financial Analysis course on Coursera.
  • Financial Analysis and Modelling using MS-Excel on Udemy.
  • NISM Series 12 Securities Foundation certification exam

Master of Management studies in Finance -

Thakur Institute of Management Studies & Research, Mumbai University

Bachelors of Commerce -

H.R College of commerce and economics
Mitalee Naik