SHREY BARJATYA
Bengaluru
Summary
Dynamic finance professional with hands-on experience at SBI Securities, excelling in equity research and financial modeling. Proven ability to analyze market trends and deliver insightful reports. Strong analytical thinking and effective communication skills drive successful collaboration and client engagement. Eager to leverage expertise in valuation and adaptability in fast-paced environments.
Overview
2
2
years of professional experience
Work History
Intern
Techanalogy
06.2023 - 08.2023
- Collect Client data
- Convert the prospect client to the customer
- Client handling
Intern
SBI Securities
Mumbai
06.2022 - 08.2022
- Equity Research Proficiency: Developed a strong foundation in both fundamental and technical analysis of equities.
- Conducted fundamental analysis of companies using ratios such as P/E, ROE, EPS, EV/EBITDA.
- Built valuation models (DCF + Relative Valuation) with real-time data.
- Gained hands on expertise with industry standard tools including TradingView, Trendlyne and Moneycontrol for data-driven investment research.
- Created investor - oriented reports using real time market data.
- Identified sector trends such as high volatility and increased trading activity in Metals.
- Supported senior analysts with industry comparison.
Intern
Rising Event & Promotion Pvt. Ltd.
09.2021 - 02.2022
- Collaborated with the Client Experience team to organize and execute both virtual and in-person volunteering events, ensuring seamless operations.
- Prepared detailed documentation to support the successful execution of events, including reports and key metrics.
- Conducted on-site inspections to oversee ongoing arrangements, ensuring all preparations met client requirements and addressing adjustments in real-time.
Education
MBA - Finance, Marketing
ICFAI Business School
Bangalore02.2026
BBA - Finance
St Xaviers college
Jaipur01.2023
XII - Commerce
Bhartiya Vidhya bhavan Vidhyasram, school
01.2020
Skills
- Equity Research
- Financial Modeling
- Valuation (DCF, Comparable, Ratio Analysis)
- Market Research & Data Interpretation
- Advanced Excel (VLOOKUP, Pivot Tables, Formulas)
- Microsoft Office (proficient)
- Bloomberg
- Financial Statement Analysis (Industry & Sector Research)
- SAP
- Leadership Qualities
- Time Management
- Communication
- Managerial Skill
- Analytical Thinking
- Presentation & Reporting
- Eager to learn new things
- Ability to perform under pressure
- Ability to work as individual as well as Team
- Quite adaptable and flexible
- Self-motivated
Accomplishments
- Runner Up in Manthan Finance vertical event at IBS Bangalore.
- Runner Up in Lumiere inter-College Fest (International Business) At CHRIST Bangalore.
- Overall team winner in Manthan.
- Successfully hosted various extra-curricular events at school, demonstrating strong Public Speaking and Event Management skills.
- Sports Head at Secondary School.
Ug Projects Internships
- Sales and Marketing Operations, Techanalogy, 06/15/23 – 08/07/23, Collect Client data, Convert the prospect client to the customer, Client handling
- Rising Event & Promotion Pvt. Ltd., 09/01/21 – 02/28/22, Collaborated with the Client Experience team to organize and execute both virtual and in-person volunteering events, ensuring seamless operations., Prepared detailed documentation to support the successful execution of events, including reports and key metrics., Conducted on-site inspections to oversee ongoing arrangements, ensuring all preparations met client requirements and addressing adjustments in real-time.
Additional Qualifications Certifications
- Introduction of equity shares - 365 Financial Analyst.
- Bloomberg Finance Fundamental Course
- Bloomberg Market concepts
- Bloomberg Environmental social Governance
- Bloomberg spreadsheet analysis
Projects Assignments
- Mahindra & Mahindra Ltd: Comprehensive Equity Research and Valuation Analysis
- Financial Analysis on consumer Trends of Passenger’s Car motor Parts with respect to Matrix Auto Corporation.
- Option Pricing and Risk Analysis: Testing Put–Call Parity, Black–Scholes, and Historical VaR for Equity Derivatives
- Comparison of quick commerce platform Zepto, Blink it and Instamart.
Domicile
Rajasthan, Jaipur
Languages
- English, Read, Write, Speak
- Hindi, Read, Write, Speak
Hobbies and Interests
- Political debate
- Cricket
- Travelling
Summer Internship
SBI Securities, Equity Research Using Technical And Fundamental Analysis And Deep Dive On Metal Sector, 12 weeks, Mumbai, Equity Research Proficiency: Developed a strong foundation in both fundamental and technical analysis of equities., Conducted fundamental analysis of companies using ratios such as P/E, ROE, EPS, EV/EBITDA., Built valuation models (DCF + Relative Valuation) with real-time data., Gained hands on expertise with industry standard tools including TradingView, Trendlyne and Moneycontrol for data-driven investment research., Created investor-oriented reports using real time market data., Identified sector trends such as high volatility and increased trading activity in Metals., Supported senior analysts with industry comparison.
Personal Information
- Specialization: Finance
- Date of Birth: 03/20/02
- Gender: Male
Timeline
Intern
Techanalogy
06.2023 - 08.2023
Intern
SBI Securities
06.2022 - 08.2022
Intern
Rising Event & Promotion Pvt. Ltd.
09.2021 - 02.2022
MBA - Finance, Marketing
ICFAI Business School
BBA - Finance
St Xaviers college
XII - Commerce
Bhartiya Vidhya bhavan Vidhyasram, school