CCRA,Equlifi
Utkarsh Maru CA,CFA,FRM
Bengaluru
Summary
Dynamic finance professional with CA, CFA and FRM designations, offering expertise in financial analysis, risk management, and Equity research. Proven track record in managing complex transactions and providing sound investment recommendations. Strong communication skills and a commitment to ethical standards. Experienced in developing financial models and equity research reports to support informed decision-making.
Overview
1
1
2
2
Google data analytics certificate
3
3
CFA Investment Foundation Certificate
4
4
Macroeconomics Diploma
5
5
International finance diploma ,IIT Roorkee
Work History
Buy Side Investment Research
ACUITY KNOWLEDGE PARTNER, BENGALURU
- Conducted equity research on large-cap companies, supporting clients in effective portfolio management strategies.
- Developed financial models for US companies, including Tyson Foods, Darden, Honeywell, and Albemarle.
- Delivered investment advisory services, guiding clients with strategic financial insights and recommendations.
Article Assistant
JAIN MOGRA & ASSOCIATES, NEEMUCH
- Conducted equity research on large-cap companies, assisting clients in portfolio management decisions.
- Advised on debt consulting and facilitated debt-raising solutions to optimize 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
- 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 - CA
INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA
01.2024
CFA Charterholder - CFA
CHARTERED FINANCIAL ANALYST INSTITUTE
10-2023
FRM Charter Holder - FRM
GLOBAL ASSOCIATION OF RISK PROFESSIONAL
06-2022
Skills
- Data Analysis
- Business valuation
- Market Insights
- Financial Reporting
- Financial Analysis
- Financial Modeling
- Advanced Excel
- MS Office
- Python
- Sensitivity Analysis
- Scenario Analysis
- Risk Management
- Market Research
- Portfolio Management
- Statistical Analysis
- Data Visualization
- Financial Market Trends
- Communication
- Leadership
- Team Management
- Stakeholder Management
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 : link
Timeline
Buy Side Investment Research
ACUITY KNOWLEDGE PARTNER, BENGALURU
Article Assistant
JAIN MOGRA & ASSOCIATES, NEEMUCH
Article Assistant
CHATURVEDI AND SHAH, MUMBAI
Chartered Accountant - CA
INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA
CFA Charterholder - CFA
CHARTERED FINANCIAL ANALYST INSTITUTE
FRM Charter Holder - FRM
GLOBAL ASSOCIATION OF RISK PROFESSIONAL
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