Nikhil Desai
Pune,India
Summary
Seasoned Equity Research Analyst with 7+ years of dynamic experience in financial modeling, fundamental analysis, and ratio analysis. Expertise extends to managing diverse Investment Banking tasks, from company profiling to M&A screening, using tools like Capital IQ, Factset, and Thompson. Proficient in crafting comprehensive equity research reports, initiation notes, and earning releases. Adept at conducting qualitative and quantitative research on industry trends, specializing in UK, Japan, Europe, and US listed/unlisted securities.
Overview
8
8
years of professional experience
Work history
Deputy manager (Investment Research)
WNS
Pune, Maharashtra
2022.11 - Current
- Successfully managed qualitative and non-structured tasks for Investment Banking and wealth management firms
- Handled company profiling, pitchbook creation, PIBs, M&A screening, and various client requests.
- Contributed to equity research reports, initiation notes, earning releases, and industry/market research.
- Utilized tools such as CapitalIQ, Mergermarket, Factiva, and Thompson for streamlined processes.
- Demonstrated expertise in report writing, financial modeling, and detailed ratio analysis.
- Proven ability to deliver quality work within tight deadlines.
- Eager to bring this experience to a new opportunity and contribute effectively in Investment Banking.
Senior analyst
Acuity Knowledge Partners
Bengaluru
2020.04 - Current
- Conducted comprehensive qualitative and quantitative research on industry trends.
- Created and maintained detailed research notes, formulating investment rationales for strategic decision-making.
- Published research and initiation notes for a designated set of companies.
- Specialized in working with UK, Japan, Europe, and US listed and unlisted securities
Research Analyst
Niveza
Pune
2018.08 - 2020.02
- Engaged in thorough quantitative and qualitative research to analyze companies and produce insightful research reports.
- Developed comprehensive investment theses for clients, incorporating a deep understanding of market dynamics.
- Applied projections through DCF (Discounted Cash Flow) analysis and relative valuations to assess company valuations.
- Proficiently utilized tools such as Ace Equity and Capital IQ to enhance research capabilities.
- Demonstrated expertise in distilling complex financial information into clear, actionable insights.
- Contributed to informed decision-making for clients by providing well-researched investment perspectives.
Senior Research Associate
Dalal Street Investment Journals
Pune
2017.04 - 2018.08
- Built and forecasted financial models for multiple companies across diverse and complex sectors.
- Initiated research reports providing in-depth analysis for investors, contributing to informed decision-making.
- Integral member of the magazine editorial team, taking on the responsibility of crafting investment ideas, theses, and sector notes for the investment magazine.
- Demonstrated proficiency in distilling complex financial information into accessible and compelling content.
Research Associate
Crisil Limited, A Standard And Poors
Pune
2015.11 - 2017.04
- Contributed significantly to the research team by efficiently gathering data for constructing comprehensive financial models.
- Played a key role in analyzing Indian and US listed-unlisted securities, offering valuable insights for strategic decision-making during my tenure for the team.
Education
MBA - Finance & International Business
MMCOE
BBA - undefined
KPMIM
Skills
- Content Marketing
- Financial Modelling
- Equity Research Report Writing
- Content Development
- Fundamental Analysis
Accomplishments
- Hubspot Certified Content Marketer
- Financial Performance - International Business Management Institute, Berlin, Germany
- Financial Modelling from FinXl
Interests
Music Reading Writing Drama, Stand Ups Etc
Watching Advertisment Exploring Food
Languages
English
Fluent
Marathi
Native
Hindi
Native
KEY STRENGTHS
- Hands on experience in Financial Modelling, Ratio Analysis and Equity Research, Content Marketing
- Able to trace industry trends precisely to develop realistic assumptions to aid research rationale.
- Expertise in writing equity research reports, news based analysis, blogs, articles, E-books etc.
- Working experience of financial statement analysis. Able to read, analyze and interpret financial ratios, revenue and cost drivers.
- Vast exposure of covering companies across various geographies and industries. And the ability to handle complex data sources such as Factset,
- Ability to communicate effectively and express complex ideas briefly.
- Ability to take initiative and meet deadlines under minimal supervision
Timeline
Deputy manager (Investment Research)
WNS
2022.11 - Current
Senior analyst
Acuity Knowledge Partners
2020.04 - Current
Research Analyst
Niveza
2018.08 - 2020.02
Senior Research Associate
Dalal Street Investment Journals
2017.04 - 2018.08
Research Associate
Crisil Limited, A Standard And Poors
2015.11 - 2017.04
BBA - undefined
KPMIM
MBA - Finance & International Business
MMCOE