Summary
Overview
Work History
Education
Skills
Certification
Languages
Contact
Technical Skills
Timeline
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Nitin Kumar Sharma

Nitin Kumar Sharma

New Delhi

Summary

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.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Head of Research (Equity & Market Research)

INVOS Research & Technology Pvt. Ltd.
05.2024 - Current
  • Designing and launching fully automated equity research reporting systems, reducing manual effort by over 60% and scaling report length from 4 to 10+ pages with AI integration.
  • Spearheading data sourcing strategies to achieve over 50% cost reduction while maintaining stringent quality standards.
  • Leading the development and implementation of trade logic frameworks for AI/ML-driven recommendations, defining buy/sell criteria, target percentages, and stop-loss limits.
  • Monitoring real-time equity market trades during trading hours, evaluating system-generated trades for compliance and operational accuracy.
  • Collaborating with UI and frontend teams to enhance user experience, creating actionable insights and market creatives using Canva for data visualization.
  • Establishing and managing sales pipelines through telemarketing, training employees on lead conversion strategies to boost client acquisition and retention.
  • Conducting fintech training sessions, mentoring analysts on technical and market concepts, while contributing to marketing, compliance, product pricing, and internal upskilling programs.

Research Analyst (Markets & Equity)

Invostock.com Technologies
10.2023 - 04.2024
  • Conducted detailed equity research and supported the product team with financial model optimization.
  • Developed research reports aligned with SEBI regulations and internal compliance standards.
  • Supported the transition to automated research platforms and contributed to data enrichment tasks.

Relationship Manager

Prism Wealth
11.2022 - 05.2023
  • Advised clients on mutual funds and equity portfolios using platforms like Screener and Tickertape.
  • Designed and shared market creatives via Canva to enhance client engagement and retention.
  • Coordinated investor education programs to expand client base and brand reach using PPT.

Contractual Finance Analyst - Trainee

Drife Technologies Pvt. Ltd.
03.2022 - 03.2022
  • Supported compensation disbursement using analytical models and automated reporting tools.
  • Gained exposure to payroll operations, employee financial support, and process mapping.

Branch Manager & Accountant

Fitness Bar - The Juice Bar
12.2019 - 02.2020
  • Led backend accounts and billing software restructuring; initiated cloud kitchen expansion.
  • Oversaw day-to-day financial operations and managed vendor reconciliations.

Education

Post Graduate Program - Investment Banking

Indian Institute of Management
10.2025

Master of Commerce (M.Com) -

Indira Gandhi National Open University
01.2023

Bachelor of Commerce (B.Com) -

University of Delhi
01.2020

CA-CPT (Foundation) -

The Institute of Chartered Accountants of India
01.2016

Skills

  • Equity Research & Analysis
  • Regulatory Compliance & Risk Management
  • Product Development & Pricing Strategy
  • Financial Modeling & Valuation
  • Client Relationship Management
  • Automated Reporting & Data Analytics
  • Data Sourcing & Cost Optimization
  • Advanced Excel
  • Screener
  • Tickertape

Certification

  • Data Analysis with R Programming, Google
  • Research Analyst, Mutual Fund Distributor, Equity Derivatives, National Institute of Securities Management
  • Information Technology Training Programme, Orientation Course, The Institute of Chartered Accountants of India

Languages

English

Contact

+91 8076807172, official.nitinkrsh@gmail.com

Technical Skills

Advanced Excel, Python (Basic), SQL (Basic), R Programming, Screener, Tickertape, PowerPoint, Canva, Automated Equity Research Reporting Systems

Timeline

Head of Research (Equity & Market Research)

INVOS Research & Technology Pvt. Ltd.
05.2024 - Current

Research Analyst (Markets & Equity)

Invostock.com Technologies
10.2023 - 04.2024

Relationship Manager

Prism Wealth
11.2022 - 05.2023

Contractual Finance Analyst - Trainee

Drife Technologies Pvt. Ltd.
03.2022 - 03.2022

Branch Manager & Accountant

Fitness Bar - The Juice Bar
12.2019 - 02.2020

Master of Commerce (M.Com) -

Indira Gandhi National Open University

Bachelor of Commerce (B.Com) -

University of Delhi

CA-CPT (Foundation) -

The Institute of Chartered Accountants of India

Post Graduate Program - Investment Banking

Indian Institute of Management
Nitin Kumar Sharma