Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Hobbies - Chess | Badminton | Keyboard | Music
Timeline
OfficeManager
Nithin PS

Nithin PS

Equity Research - Analyst
Bengaluru

Summary

Seasoned, sell-side Equity Research Analyst with 5+ years of experience in Global Equities covering Energy, Utilities, Transportation, Materials, and Industrials. Promoted to take ownership on equities in Energy for emerging markets. Regularly develop buy-side research notes for US-based portfolios. Creating financial models, reports, and webinars, pitching ideas, and using Bloomberg are key strengths. Learning Python for Portfolio Construction and Analysis. CFA Level 2 candidate

Overview

5
5
years of professional experience
6
6
Certifications

Work History

Analyst – Equity Research

William O'Neil India
Bengaluru
07.2018 - Current

Roles & Responsibilities:

  • Recommend sector specific global equities to institutional/HNI clients on when to buy/sell.
  • Prepare investment thesis, sector notes, earnings previews and reviews, breakout/reiteration notes, and chart annotations for focus list stocks.
  • Pitch the thesis to sales team and record webinar videos on recommended stocks.
  • Develop region specific economical and stock based weekly summaries like LATAM and EMEA.
  • Training new joiners on the company's research methodology and its products.

Achievements:

  • Awarded as best performer for efficient and high impact works done during second half of 2021.
  • Promoted to take complete ownership on Global Emerging Market Energy stocks to publish thesis as the key analyst.
  • Achieved high-double-digit annualized returns in a portfolio consisting Energy, Materials & Transportation stocks.
  • Equipped with unique multi-sector exposure on Energy, Capital Equipment, Metals, Transportation, Utilities, and Cannabis.
  • Developed 20 page LATAM report every week for over 2 years; only weekly report done by a single analyst in the whole research team.
  • Extended support to other 'sector' research directors apart from my primary coverage.

Intern

GIFT SEZ LTD
Gandhinagar
04.2017 - 05.2017
  • Prepared financial model with 3 scenarios to forecast OPEX and revenue for Power division of Real Estate firm, GIFT City.
  • This projected costs and revenue for next 5 years is being utilized for key investment plans.

Intern

Dr.NTTPS
Vijayawada
05.2015 - 07.2015

Title: Study of Auto Control Loops used in Power Generation Plant

  • Analyzed and proposed 2-3 modifications in functioning of auto control loops in power generation plant through Instrumentation and Control department.

Education

MBA - Finance

IIM, Indore
Indore
06.2016 - 2018.04

B.Tech - Electrical and Electronics

NIT, Goa
Ponda
05.2012 - 2016.04

XII - Mathematics And Science

Sri Chaitanya
Vijayawada
05.2010 - 2012.05

X - Mathematics, Science, And Languages

VP Siddhartha Public School
Vijayawada
05.2009 - 2010.04

Skills

    Equity Research

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Certification

Financial Modelling and Valuations, The WallStreet School | India - No expiry

Accomplishments

  • Winning team of Market Place simulation competition organized in advanced strategic management course in IIM Indore
  • Winning team of the group discussion organized by International Society for Optics and Photonics (SPIE), student chapter in NIT Goa
  • Published a poem in LORE- the seasonal events magazine of NIT Goa, 2015
  • 1st prize in the team event in the chess tournament in INVICTUS- an annual NIT Goa's sports event, 2014
  • Runners up in badminton senior's mixed doubles event in high-school, 2010
  • Runners up in table tennis senior's doubles event in high-school, 2010

Hobbies - Chess | Badminton | Keyboard | Music

  • Regularly play and watch competitions on chess. This helps me in maintaining mental stamina and problem solving skills.
  • Regularly play badminton to maintain physical health and a competitive spirit.
  • Play Piano on Sunday's in Church and during weekly/monthly family gatherings
  • Listen to pop/rock music to sooth/pump-up mood.

Timeline

Global Islamic Finance and Banking, Alison (CPD Certified)

07-2023

Investment Advisor (Level1), NISM - Valid till: August 2025

08-2022

Financial Modelling and Valuations, The WallStreet School | India - No expiry

07-2022

Research Analyst, NISM - Valid till: April 2025

03-2022

Investment Advisor (Level2), NISM - Valid till: January 2024

01-2021

Treasury Management, NCFM - Valid till: July 2023

07-2018

Analyst – Equity Research

William O'Neil India
07.2018 - Current

Intern

GIFT SEZ LTD
04.2017 - 05.2017

MBA - Finance

IIM, Indore
06.2016 - 2018.04

Intern

Dr.NTTPS
05.2015 - 07.2015

B.Tech - Electrical and Electronics

NIT, Goa
05.2012 - 2016.04

XII - Mathematics And Science

Sri Chaitanya
05.2010 - 2012.05

X - Mathematics, Science, And Languages

VP Siddhartha Public School
05.2009 - 2010.04
Nithin PSEquity Research - Analyst