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 Motivated investment professional with eight years' experience analyzing investment opportunities, advising clients on investment strategies and managing investment portfolios. FINRA Series 7 & 66 Licensed. Strong background in economic concepts and financial markets with a particular passion for equities. Proven track record of forging and managing client relationships. 

Seasoned Head of Research with 5+ years of leadership driving equity and market research, fintech innovation, and strategic product development that consistently enhance business performance and operational outcomes. Proven expertise in designing and deploying automated equity research systems, reducing manual workloads by over 60%, while optimizing trade logic frameworks using AI and machine learning to deliver precise, compliant trade recommendations. Adept at leading cross-functional teams, mentoring analysts, and delivering impactful fintech training sessions, alongside managing data sourcing strategies that drive significant cost efficiencies without compromising on regulatory compliance. Strong command over financial modeling, valuations, M&A, and LBO analysis, with a focused ambition to expand capabilities into fixed income securities and holistic investment management roles. Skilled in client advisory and wealth management, excelling at crafting personalized investment strategies, managing high-value stakeholder relationships, and collaborating with UI teams to create actionable visualizations that elevate user experience and support business growth.

Certification- NISM XV Research Analyst Certificate
Key Modules -
1)Financial Modelling
2)Equity Fund Management
3) Investment and Portfolio Management
4)Advance Finance Management
5) Strategic Management
6)Business Analytics.

Developed skills in fast-paced financial environment, focusing on investment strategies and risk mitigation. Proven ability to analyze complex data and make informed decisions, seeking new opportunities to apply these skills in different field. Ready to transition into new role, bringing results-driven approach and passion for continuous learning.

Muhit Shaikh

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JUNIOR PORTFOLIO MANAGER & EQUITY ANALYST

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Bachelor Of Science (Bsc) -

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JUNIOR PORTFOLIO MANAGER & EQUITY ANALYST

Bachelor Of Science (Bsc) -

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