Shan Mathews
Bangalore
Summary
Dynamic Equity Research Analyst with experience at Stocksence Private Limited, leveraging quantitative analysis and strong client relationship management to deliver actionable investment insights. Skilled in financial modeling and portfolio analysis, aiming to contribute to data-driven decision-making and enhanced client outcomes while supporting business growth in a competitive financial environment.
Overview
3
3
years of professional experience
Work History
Sales & Junior Research Analyst
Stocksence Private Limited
Banglore
10.2025 - Current
- Conduct equity research using fundamental and technical analysis to generate actionable investment insights and research reports for clients.
- Acquire and manage client relationships, presenting research findings, and supporting informed investment decisions.
- Collaborate with research and sales teams to align strategies with client risk profiles, and contribute to revenue growth.
Junior Equity Research Analyst
Hedge Equities Ltd
Kochi
06.2024 - 08.2024
- Performed complex and varied financial analysis assignments under guidance
- Conducted peer group comparisons and developed evaluative judgments based on market data
- Contributed to internal reports used for decision-making with direct business impact
Assistant Customer Relationship Manager
Popular Hyundai
Kochi
07.2022 - 09.2023
- Trained staff in client communication and CRM systems, ensuring adherence to service standards
- Collaborated across departments to enhance workflows, demonstrating business process insight
- Applied customer service skills and risk-aware practices to improve satisfaction metrics
Education
Master of Technology (M.Tech) - Financial Engineering
College of Engineering, Trivandrum (CET)
Trivandrum08.2025
Bachelor of Technology (B.Tech) - Mechanical Engineering
Vimal Jyothi Engineering College
Kannur08.2022
Skills
- Quantitative methods and analytics
- Pricing derivatives and assessing risk
- Optimizing portfolios and managing decisions
- Data science applications and machine learning techniques
- Customer insights and problem resolution
- Programming skills: Python and MATLAB
- Excel capabilities and Power BI knowledge
- Financial modeling using DCF and Monte Carlo methods
- Statistical techniques: regression and time series analysis
- Market research methodologies
Projects
Valuation Analysis & Index Construction
- Performed discounted cash flow (DCF) forecasting, sensitivity analysis, and index design
- Applied analytical frameworks to derive insights and support investment decisions
Portfolio Optimization Suite
- Designed portfolios using risk-return principles (Max Return, Min Risk, Factor-Based)
- Used Streamlit to present interactive dashboards, enhancing stakeholder engagement
Stock Market Forecasting using ML
- Built predictive models and implemented real-time dashboards for user insights
- Demonstrated capability to apply technical principles to solve business problems
Certifications
- Financial Markets - Yale University
- Python for Data Analytics & Machine Learning
- Portfolio Optimization with Markowitz Model
- Prompt Engineering
Professional Interests
- Decision Management & Business Analysis
- Regulatory Analytics & Risk Assessment
- Quantitative Research & Structured Finance
- Investment Strategy & Client Acquisition Support
- Fintech Product Development
Timeline
Sales & Junior Research Analyst
Stocksence Private Limited
10.2025 - Current
Junior Equity Research Analyst
Hedge Equities Ltd
06.2024 - 08.2024
Assistant Customer Relationship Manager
Popular Hyundai
07.2022 - 09.2023
Master of Technology (M.Tech) - Financial Engineering
College of Engineering, Trivandrum (CET)
Bachelor of Technology (B.Tech) - Mechanical Engineering
Vimal Jyothi Engineering College