Rohan Mhetre
Pune
Summary
Accomplished equity research analyst with expertise in financial modeling, market trend analysis, and portfolio management. Adept at influencing investment banking decisions through thorough research, delivering actionable reports, and optimizing portfolio performance. Proficient in equity research, financial statement analysis, and valuation, supported by certifications in financial modeling and equity valuation.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Equity Research Analyst (Internships/Training)
The Valuation School
08.2024 - Current
- One Page Profile and Company Research
- Conducted annual result analysis to assess company performance and identify growth opportunities
- Evaluated corporate governance practices, analyzing leadership structures and shareholder dynamics
- Produced weekly revenue trend summaries focusing specifically on high-growth sectors within India's economy, providing team members clarity around factors influencing short-term profitability projections relevant to upcoming projects
- Delivered key ratio analysis and contributed to understanding capital expenditure plans and financial health.
Investment Banking & Equity Research & Portfolio Management (Internships)
Finlatics
04.2024 - 06.2024
- Led detailed market trend analysis and financial modeling to support critical investment banking decisions.
- Conducted comprehensive equity research, delivering data-driven reports that guided strategic investment decisions for over 50 companies.
- Collaborated with senior analysts to refine portfolio analysis processes, resulting in a 15% increase in overall investment performance.
- Managed a portfolio, achieving a 7.36% total return for Tech Mahindra Limited through strategic stock selection.
- Outperformed the BSE 500 Index with a Fin Score of 94.33/100, enhancing client recommendations and satisfaction.
Investment Banking Job Simulation
JPMorgan Chase
03.2024 - 04.2024
- Developed a Discounted Cash Flow (DCF) model to estimate target valuation, incorporating competitor bids and supply chain disruptions for accuracy.
- Created and maintained financial models for M&A plans and common stock liquidity comparisons, aiding in strategic decision-making.
- Prepared a detailed 2-page briefing document, outlining the company profile and summarizing the auction process for client presentations.
Education
CFA Level 1 Candidate -
US CFA Institute
05.2025
Online Master's in Professional Accounting & Finance (Accredited By US CPA) -
06.2025
Bachelor of Commerce in Accounting & Finance - Accounting & Finance
Pune University
06.2023
Skills
- Equity Research
- Investment Banking
- Derivatives & Technical Analysis
- Investment
- Excel
- PowerPoint
- Strategies & Decision-Making
- Financial Modelling & Valuation Methods
- Market Analysis & Capital Markets
- Data Analysis & Research Tools
- Financial Statement Analysis
- Fundamental Analysis
- Equities
- Microsoft Office
- Accounting Standards
Certification
- Financial Modeling & Equity Valuation
- Investment Banking Operations
- SEBI Investor Exam
- Financial Statement Analysis
- Project Finance
- Excel for Finance
Accomplishments
- Delivered equity research reports influencing high-level investment strategies, contributing to a 94.33/100 Fin Score, surpassing the BSE 500 Index performance.
- Optimized portfolio performance with a 7.36% return on Tech Mahindra Limited stock.
Languages
English
Hindi
Marathi
Websites
Timeline
Equity Research Analyst (Internships/Training)
The Valuation School
08.2024 - Current
Investment Banking & Equity Research & Portfolio Management (Internships)
Finlatics
04.2024 - 06.2024
Investment Banking Job Simulation
JPMorgan Chase
03.2024 - 04.2024
CFA Level 1 Candidate -
US CFA Institute
Online Master's in Professional Accounting & Finance (Accredited By US CPA) -
Bachelor of Commerce in Accounting & Finance - Accounting & Finance
Pune University
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