Umesh Vashishth
Dehra Dun
Summary
Aspiring to be an accomplished financial professional. A determined and work-oriented Equity Research Analyst having sound knowledge in Financial modeling, Valuation, forecasting, Equity Research Report. My Background includes Bachelor of Commerce and currently pursuing MBA in finance. And CFA Level-1 candidate.
"To be an investor you must be a believer in a better tomorrow." .I deeply believe in this quote of Mr. Benjamin Graham as I aspire to be an innovator and good learner in the field of Investment and Research.
Overview
1
1
Certification
Work History
Inter Research Analyst
Equigenius Services
Dehra Dun
01/10/23 - 31/10/23
A.Created financial model of Larsen & Toubro,and it includes:
1. Front Page 2. Charts Of Financial Statement 3. Summery.
4.Profit & Loss 5.Balance Sheet 6.Common Size P&L.
7.Common Size Balance Sheet. 8.Ratio Analysis
9.Revenue Model 10.Capex Model 11.Quartly Result
12.Valuation
A. DCF
B.FRWD MULTIPLES
C.RELATIVE VALUATION
Equity Research Intern
The Valuation School
Dehra Dun
Prepared Equity Research Report on Zamato.
- Prepared written summaries highlighting key themes emerging from quarterly earnings calls.
- Evaluated earnings performance to provide investors with in-depth ratings.
- Produced financial models for buy and sell recommendations within multiple industries.
- Illustrated concepts with charts and graphs showing historical and forecasted trends.
- Created detailed technical reports highlighting findings to diverse stakeholders.
Education
Bachelor of Commerce -
Punjab University
Chandigarh05-2018
MBA - Finance
Uttranchal University
DehradunChartered Financial Analyst(enrolled)
Skills
- Presentations
- Report Writing
- Research
- Attention to Detail
- Client Relationships
- Forecasting
- Valuation
- MS EXCEL
- MS WORD
- MS POWERPOINT
Certification
- financial Modelling and Valuation
- In this I have learned the financial modelling and fundamental Analysis of Hindustan Uniliver Ltd and more focused on Ratio Analysis, Revenue Model, Capex Model ,Forecasting, Valuation(DCF,GGM,FCFE,DDM,), Valuation Based on Forward Multiple, Relative Valuation and Equity Research Report Writing.
- Technical Analysis Advance Course
Technical Analysis · candle stick Pattern · volume trading · Stock Market Analysis · investing trading · Chart Pattern · Key Performance Indicators · Momentum Trading
- Equity Research Report
1. About the company 2. Global and Indian Economy 3. Industry Analysis 4.Quarterly Result Analysis 5. Corporate governance analysis 6. Quarterly & annual financial snapshot
7. Key financial metrics 8. Manufacturing process 9. Product Portfolio
10. International Operations 11. Dupont Analysis 12.Peer Comparison
- Microsoft Excel 2016,2019,2021,Office 365 and subsequent
- Microsoft Word Certification
- Microsoft Word Power Point
Timeline
Inter Research Analyst
Equigenius Services
01/10/23 - 31/10/23
Equity Research Intern
The Valuation School
Bachelor of Commerce -
Punjab University
MBA - Finance
Uttranchal University
Chartered Financial Analyst(enrolled)
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