Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Work Availability
Work Preference
Interests
Languages
Timeline
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Sparsh Raina

Sparsh Raina

Equity Research Analyst
Delhi,New Delhi

Summary

Investment research professional with extensive experience at Fidelity International, excelling in valuations, financial modeling and equity research. Delivering returns through strategic analysis and innovative investment opportunities. Proven ability to collaborate effectively with stakeholders, delivering actionable insights and comprehensive reports that drive decision-making, to generate alpha for clients.

Overview

12
12
years of professional experience
5
5
Certifications

Work History

Senior Associate - Investment Research

Fidelity International
09.2022 - Current
  • Working with multiple front-end analysts for idea generation and evaluation of investment opportunities across Banks & Financial services and Shorting domains.
  • Evaluated and delivered investment opportunities for client funds on investment potential of CEE region banks through assessment of historical data, operational activities and short/medium term prospects for companies.
  • Worked with Shorting analyst on initiating contrarian thesis for companies in US/Europe region. Our successful ideas vary from an AI driven tech companies to educational learning centres.
  • Worked on more than 75 company models for expanding investment coverage over last 2 years
  • Built a dashboard for analyzing a database of serial acquirer companies and find any probable investment opportunities.
  • Automated database tracker files to reduce repetitive work and focus on value-addition to clients.

Senior Research Associate

Evalueserve
06.2021 - 09.2022
  • Responsible for evaluating investment potential of 15 European companies in Oil & Gas sector, including Shell, BP, TotalEnergies, Equinor and Eni
  • Presented "what if" scenarios for Oil and Gas price assumptions and forecasting strategies
  • Assessed, interpreted and consolidated financial data to understand investments and recommend optimal course of action in key leadership meetings
  • Developed spreadsheet models for analyzing expected cash flows and profitability for companies across client's portfolio
  • Presented results of financial analysis and research reports

Equity Research Analyst

Mirabilis Investment
12.2018 - 06.2021
  • Responsible for sector and company analysis and research, with experience across Consumer Durables, Cement, Building Materials, Industrials & Capital Goods sectors
  • Delivered portfolio gains in excess of INR 530 million for investments of nearly INR 500 million, implying returns of more than 100%
  • Performed financial analysis and modelling using Relative and DCF valuation for 25 companies
  • Performed in-depth scenario analysis on sector-wise impact of Covid-19 and its effect on coverage companies
  • Responsible for ideation of new investment opportunities, which led to addition of new stocks to existing portfolio
  • Developed an alternative investment portfolio using bottom-up investing approach based on internally defined parameters
  • Developed independent and pro-active rapport with multiple stakeholders for industry and company updates
  • Added relevant parameters to enhance an existing watchlist database for qualitative shortlisting of stocks

Business Analyst

Capgemini Technology Services
06.2017 - 11.2018
  • Analyze and understand the objectives of requirement and updating use-cases and functionality matrices
  • Preparation of Business Requirement documents and Reviewing test cases and test plans
  • Derived conceptual designs from business objectives to aid software and application development according to specifications for usability, performance and functionality
  • Mapped process activities to identify shortfalls and propose options to rectify operational inefficiencies
  • Worked on multiple transactions in Policy Center of a Guidewire based application

System Engineer

Tata Consultancy Services
12.2012 - 04.2015
  • Developed and analyzed a cloud repository for CISCO
  • Performed software testing for a global financial services client
  • Constructed test environments and designed and executed test plans
  • Led a team of 6 members for a mortgage banking application module
  • Coordinated with cross-functional teams during product testing
  • Planned, designed and performed manual and functional project testing and reported defects

Education

MBA - Finance

SCMHRD
Pune
06.2015 - 2017.04

B.E. - Electronics And Communication

B.N.M Institute of Technology
Bengaluru
09.2008 - 2012.07

Skills

Financial modelling

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Accomplishments

  • Received "Impact through Alternative Insights" award at Fidelity International for finding key investment opportunities with AI domain through contrarian approach.
  • Received "Significant Contribution" award at Fidelity International for finding key investment opportunities within Serial acquiring companies.
  • Received "Outstanding New Joiner" award at Fidelity International for delivering qualitative and quantitative performance for our analysts/funds
  • Received "Make My Day" award at Evalueserve for going above and beyond my responsibilities towards the client
  • Achieved more than 100% profit for the recommended investments in the 30-month period by initiating coverage of new companies for portfolio at Mirabilis
  • Represented India in International Kick-Boxing Karate Championship
  • National Silver Medalist, 2nd All India Invitational Martial Art Championship, New Delhi

Certification

LOMA 280 and LOMA 290, Life Insurance

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full Time

Work Location

On-SiteHybridRemote

Interests

Cricket

Football

Formula 1

Languages

English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)

Timeline

Senior Associate - Investment Research

Fidelity International
09.2022 - Current

Senior Research Associate

Evalueserve
06.2021 - 09.2022

Equity Research Analyst

Mirabilis Investment
12.2018 - 06.2021

Business Analyst

Capgemini Technology Services
06.2017 - 11.2018

MBA - Finance

SCMHRD
06.2015 - 2017.04

System Engineer

Tata Consultancy Services
12.2012 - 04.2015

B.E. - Electronics And Communication

B.N.M Institute of Technology
09.2008 - 2012.07

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Sparsh RainaEquity Research Analyst