Rahi Masoom Raza
Bangalore
Summary
Dynamic Equity Research Analyst with a proven track record at William O’Neil India Pvt Ltd, specializing in investment research and client engagement. Skilled in trend analysis, report writing, and delivering actionable insights that support informed decision-making and enhance portfolio performance. Strong collaborator with a focus on achieving strategic objectives and driving value for stakeholders.
Overview
12
12
years of professional experience
Work History
Equity Research Analyst -
William O'neil India Pvt Ltd
Bangalore
07.2015 - Current
- Conducted extensive research on company and industry dynamics, creating detailed profiles of business models and competitive strategies.
- Monitored market trends and regulatory changes to identify risks and opportunities.
- Prepared concise reports, thematic notes, and presentations to offer a comprehensive investment perspective.
- Collaborated with analysts and portfolio managers to present findings and address client inquiries.
Senior Associate Analyst (Quality Control) -
Seek Research Solutions
Bangalore
04.2013 - 07.2015
- Conducted analysis of financial reports for NYSE and NASDAQ companies, updating key data into research products.
- Utilized proprietary tools, Venus and Mercury, to create and refine financial data points and performance metrics.
- Authored sector reports, market action updates, and earnings notes while monitoring market trends in Indian sectors.
- Trained junior associates on best practices in research techniques and tools.
- Analyzed data and created reports for senior management.
Education
MBA - Finance
IIBS College
Bangalore2011
BBA (Hons) - Finance
Dr.B.C. Roy College of Engineering College
Durgapur, WB2009
Skills
- Investment research
- Portfolio management
- Trend analysis
- Report writing
- Client engagement
- Investment recommendations
- Industry analysis
- Financial research
Education
other,other
Accomplishments
- Awared as best employee in 2021
Timeline
Equity Research Analyst -
William O'neil India Pvt Ltd
07.2015 - Current
Senior Associate Analyst (Quality Control) -
Seek Research Solutions
04.2013 - 07.2015
MBA - Finance
IIBS College
BBA (Hons) - Finance
Dr.B.C. Roy College of Engineering College
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