Riya Upadhyay
Mumbai
Summary
Results-driven Equity Research Analyst with a proven track record in identifying potential risks and trends within the stock market. Expertise in monitoring market dynamics and conducting in-depth industry research to provide strategic investment advice. Proficient in guiding investors on optimal stock purchases and sales, leveraging analytical skills to enhance portfolio performance. Committed to delivering actionable insights that drive informed decision-making in a fast-paced financial environment.
Overview
6
6
years of professional experience
Work History
Equity Analyst
SM Mehta Capital Pvt Ltd
01.2023 - Current
- I have 3 year experience in stock market as a equity analyst.
- Analyzed information to determine viability and rebalance portfolio.
- Provided investors with detailed ratings based on overall earnings performance.
- Developed reports for clients outlining statistical data points.
- Conducted in-depth analysis for upcoming offerings.
- Utilized screening tool to identify bottom-up stock idea identification.
- Researched macroeconomic, industry and company-specific data to inform investment decisions.
- Conducted due diligence on potential investments and presented findings to investors.
- Monitored market trends and news to identify emerging opportunities.
Equity Analyst
M Cloud Private Ltd
01.2020 - 12.2022
- 2 year experience in stock market as an equity analyst and traders.
- Researched macroeconomic, industry and company-specific data to inform investment decisions.
- Utilized screening tool to identify bottom-up stock idea identification.
- Developed reports for clients outlining statistical data points.
- Analyzed information to determine viability and rebalance portfolio.
- Provided investors with detailed ratings based on overall earnings performance.
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Generated comprehensive reports on portfolio performance and risk assessment.
Education
M.Com - Accounting And Finance
Mumbai University
04-2021
Skills
- Equity Analyst
- Team leader
- Decision making
- Problem solving
- Data interpretation
- Competitive analysis
- Portfolio management
- Technical analysis
- Research proficiency
- Financial research
- Equity research
- Microsoft Excel
Personal Details
- Date of Birth : 28/03/1998
- Marital Status : Single
- Nationality : Indian
Languages
Hindi
English
Timeline
Equity Analyst
SM Mehta Capital Pvt Ltd
01.2023 - Current
Equity Analyst
M Cloud Private Ltd
01.2020 - 12.2022
M.Com - Accounting And Finance
Mumbai University
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