Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Websites
Timeline
Generic

Shuvam Jha

Kolkata

Summary

Dynamic finance enthusiast with experience at Paterson Securities Pvt Ltd., excelling in financial analysis and valuation modeling. Successfully built a DCF model for Tata Steel, delivering actionable investment insights. Proficient in Bloomberg Terminal and advanced Excel, complemented by strong quantitative research skills and a commitment to data-driven decision-making.

Overview

1
1
Certification

Work History

Equity Research and Financial Modelling

Skilled Sapiens
Remote
05.2025 - 06.2025
  • Completed a comprehensive live project on financial modeling and equity research under the mentorship of corporate experts through Skilled Sapiens.
  • Developed a financial model of Britannia, including historical data analysis, revenue and cost drivers, and schedules (depreciation, working capital, and debt).
  • Conducted DCF and relative valuation (P/E, EV/EBITDA), culminating in an investment thesis and price target recommendation.

Equity Research and Portfolio Management Intern

Paterson Securities Pvt Ltd.
Remote
04.2025 - 06.2025
  • Conducted a comparative analysis of global indices against the NSE to study cross-market correlations and trends.
  • I built a detailed DCF model for Tata Steel to derive its intrinsic value and issue investment recommendations.
  • Creating a 50-stock model portfolio from the Nifty 500 based on quantitative screening using valuation ratios, financial performance indicators, and risk-adjusted return metrics, like the Sharpe ratio.
  • Conducting in-depth research on the debt crisis, synthesizing economic data, and policy developments into a report.

Derivative Markets Experience Program

Finlatics
Remote
12.2024 - 02.2025
  • Learned and understand derivatives and instruments like forwards, futures, and options.
  • Understand how derivative instruments like futures and options are traded.
  • Conducted an impact analysis on how futures and options can be beneficially used in various market conditions.
  • Developed an understanding of various option trading strategies, and implement them on options data.

Education

Post Graduate Diploma in Management (PGDM) - Finance

International Management Institute (IMI)
Kolkata
03-2026

Bachelor of Commerce (BCOM) - Accounting And Finance

UmesChandra College
Kolkata
09-2022

High School - Commerce

ST. Xaxier's Institution
Kolkata
06-2019

Skills

  • Financial Modelling
  • Valuation modeling
  • Quantitative research
  • Bloomberg Terminal
  • Technical Analysis
  • Advanced Excel proficiency

Affiliations

  • Conducted on-ground research and awareness sessions in a rural village as part of Unnat Bharat Abhiyan, supporting a medical camp, promoting women's hygiene, and assessing the impact of government schemes through field surveys
  • Achieved runner-up in IMI's Got Talent for vocal performance, demonstrating artistic expression and confidence in a competitive cultural event
  • I participated in the choir singing at college on Independence Day, and I was declared the best choir group
  • Awarded an A+ grade with an excellent remark, and granted an Honours degree

Certification

  • Financial Modeling and Valuation Analyst (FMVA), CFI
  • Bloomberg Markets Concepts
  • Microsoft Excel - Excel from beginner to advanced 2024
  • Fundamentals of Visualization with Tableau by UC Davis
  • Forward Learning Leadership Program by McKinsey Academy

Timeline

Equity Research and Financial Modelling

Skilled Sapiens
05.2025 - 06.2025

Equity Research and Portfolio Management Intern

Paterson Securities Pvt Ltd.
04.2025 - 06.2025

Derivative Markets Experience Program

Finlatics
12.2024 - 02.2025

Post Graduate Diploma in Management (PGDM) - Finance

International Management Institute (IMI)

Bachelor of Commerce (BCOM) - Accounting And Finance

UmesChandra College

High School - Commerce

ST. Xaxier's Institution

Similar Profiles

CREATE PROFILE
Shuvam Jha