Suraj Ozarde
Pune
Summary
Results-oriented Finance Professional specializing in equity research, business valuation, and portfolio management. Proficient in financial modeling, DCF analysis, and fund performance evaluation, with practical experience at Acuity Knowledge Partners and various securities firms. Expert in providing data-driven insights, streamlining reporting processes, and enhancing investment strategies for international clients.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Associate
Acuity Knowledge Partners
Pune
03.2024 - Current
- Conduct equity fund performance analysis by reviewing quarterly reports, extracting valuation and operational metrics.
- Build enterprise value models using DCF, Market Approach, Backsolve, and Invested Capital Method.
- Allocate enterprise value across security classes using OPM, PWERM, and CVM.
- Reconciled fund data including cost, realized/unrealized value, IRRs, and KPIs (revenue, EBITDA, net debt).
- Automated reporting through iLevel and Excel (iGets), improving LP reporting efficiency.
- Captured ESG metrics and developed customized templates for portfolio monitoring.
Equity Research Intern
B D Shah Securities Ltd
Mumbai
09.2023 - 11.2023
- Conducted macroeconomic analysis to identify high-growth sectors aligned with India’s economic trajectory.
- Prepared sectoral reports with in-depth financial and valuation analysis.
- Identified high-margin companies through ratio analysis, DCF, and intrinsic value assessments.
Junior Design Engineer
Neilsoft Limited
Pune
09.2018 - 12.2020
- Delivered cost reduction initiatives through advanced Excel-based calculations in plumbing, firefighting, and HVAC projects.
- Supported design for Jeddah Tower (world’s tallest under construction), optimizing HVAC efficiency.
- Contributed to redevelopment of a shopping mall into a healthcare facility, ensuring compliance with MEP standards.
Education
MBA - Finance
Department of Management Science, Pune University
Pune01.2024
Bachelor of Engineering - Mechanical
Indira College of Engineering & Management
Pune01.2018
Skills
- Business valuation and equity research
- Portfolio management and financial analysis
- Financial modeling and market research
- Sector analysis and capital markets
- Fund performance reporting
- Stakeholder communication
- Advanced Excel and Power BI
- Bloomberg Terminal expertise
- Technical analysis skills
- CRM tools proficiency
- DCF modeling
- Sectoral analysis
Certification
- CFA Level 1 Candidate
- NISM Series-XV: Research Analyst Certification
- NISM Series-VIII: Equity Derivatives
- NCFM: Investment Analysis and Portfolio Management
- Platform Manager Certification – IHS Markit
Languages
English
First Language
Timeline
Associate
Acuity Knowledge Partners
03.2024 - Current
Equity Research Intern
B D Shah Securities Ltd
09.2023 - 11.2023
Junior Design Engineer
Neilsoft Limited
09.2018 - 12.2020
MBA - Finance
Department of Management Science, Pune University
Bachelor of Engineering - Mechanical
Indira College of Engineering & Management
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