Utkarsh Maru,CA,CFA,FRM
Bengaluru
Summary
Dynamic finance professional Holding CA,CFA and FRM Qualifications with extensive experience in buy-side investment research at Acuity Knowledge Partner. Expert in financial analysis and portfolio management, leveraging AI tools and Power BI to enhance client advisory services. Proven track record in developing investment theses and optimising financial strategies, driving impactful results for clients.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Buy Side Investment Research
ACUITY KNOWLEDGE PARTNER, BENGALURU
BENGALURU
11.2024 - Current
- Conducted complete credit research of bonds of companies from different industries, methodology includes in-depth analysis of financials, solvency positions, calculation and interpretation of ratios,conducting peer benchmarking and developing investment thesis. Specifically in BFSI, retail, energy sector.
- Developed financial models of US companies like Tyson Foods, Darden, Honeywell, Albemarle Corporation, and Mondelez.
- Developed an initiation report for buy-side investors for their bond investments, as well as equity investors.
- Conducted equity research on large-cap companies, supporting clients in effective portfolio management strategies.
Article Assistant
JAIN MOGRA & ASSOCIATES, NEEMUCH
NEEMUCH
10.2021 - 11.2024
- Conducted equity research on large-cap companies, assisting clients in portfolio management decisions.
- Advised on debt consulting and facilitated debt-raising solutions to optimise financial strategies.
- Developed detailed spreadsheets to track expenses, revenue, assets, and liabilities for accuracy.
- Provided investment advisory services, guiding clients with financial insights and strategic recommendations.
Article Assistant
CHATURVEDI AND SHAH, MUMBAI
MUMBAI
03.2021 - 10.2024
- Conducted external audits, ensuring compliance with laws, regulations, and industry best practices.
- Presented audit findings to senior management of major clients, including Reliance and Milk Basket.
- Executed certification work for EPCG, pollution control, and 15CA/CB for Reliance Industries Limited.
- Developed an automated file generator and invoice checker, streamlining processes using Power Automate.
Education
Chartered Accountant - Finance and accounting
INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA (CA)
11.2024
CFA - Finance and Portfolio Management
CHARTERED FINANCIAL ANALYST INSTITUTE (CFA)
10.2023
1st quartile - Risk Management
GLOBAL ASSOCIATION OF RISK PROFESSIONAL (FRM)
06.2022
Skills
- Financial analysis
- Portfolio management
- Client advisory
- Microsoft office
- Power automate
- Power BI
- AI Tools
Certification
- Finance of Mergers and Acquisitions, University of Illinois (2024)
- Diploma in International Finance, IIT Roorkee (Alison) (2021)
- Financial markets, Yale University (2024)
- Certified Credit Research Analyst (CCRA, EqualiFI)
- CFA Investment Foundation, CFA Institute (2021)
- Google Data Analytics Certificate, Google (2021)
- Diploma in Macroeconomics, Alison (2021)
- 35 Other Certificates
Projects
- Created equity research reports for Tyson foods, Darden Restaurant, Honeywell International, Dmart, Nykaa, MRF Tyers, TATA Motors, Asian Paints, Coal India, Indigo.
- Developed Power BI dashboards using geoeconomic data for macroeconomic analysis., Constructed financial models for companies in the Banking, FMCG, Retail and Pharma sectors.
- Utilized Power Automate to build various workflow automation.
- Designed a dashboard to map the impact of geopolitical changes on banking companies' top lines.
Websites
Timeline
Buy Side Investment Research
ACUITY KNOWLEDGE PARTNER, BENGALURU
11.2024 - Current
Article Assistant
JAIN MOGRA & ASSOCIATES, NEEMUCH
10.2021 - 11.2024
Article Assistant
CHATURVEDI AND SHAH, MUMBAI
03.2021 - 10.2024
Chartered Accountant - Finance and accounting
INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA (CA)
CFA - Finance and Portfolio Management
CHARTERED FINANCIAL ANALYST INSTITUTE (CFA)
1st quartile - Risk Management
GLOBAL ASSOCIATION OF RISK PROFESSIONAL (FRM)