Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
Generic

Vidhi Shah

Summary

To build a research-led investment career focused on disciplined analysis and integrity of thought

Overview

8
8
years of professional experience

Work History

Research Analyst

Aequitas Investments Consultancy Pvt Ltd.
03.2025 - Current
  • Worked extensively in understanding South Korea and Switzerland markets along with tracking of Indian markets
  • Contributing to top-down and bottom-up research frameworks, and developing a nuanced perspective across Indian and global markets
  • Created comprehensive reports summarizing research findings and recommendations for stakeholders.

Advisory in Investment Banking

SFC Environmental Technologies Private Limited
Mumbai
04.2023 - Current
  • Performed due diligence on peer companies by analyzing financial statements and scale of business operations.
  • Advised client on best practices for capital structure optimization based on their business objectives.
  • Reviewed legal documents related to capital market transactions.
  • Analyzed company performance metrics including financial and operating.
  • Assisted merchant bankers in developing financial models and valuations for the fund raising transaction.

Manager

ICICI Bank
05.2018 - 01.2022
  • Provided detailed analysis of clients' financial information to assess creditworthiness and risk profile.
  • Analyzed customer portfolios to recommend appropriate products or services that meet their needs.
  • Researched market conditions and industry trends to identify new opportunities for business development.

Education

CURRENT CFA LEVEL 3 - Finance

CFA INSTITUTE
08-2024

CHARTERED ACCOUNTANT - Accounting and Finance

INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA
11-2017

Bachelors of Commerce - Commerce

SOUTH INDIAN EDUCATION SOCIETY COLLEGE OF COMMERCE
MUMBAI
03-2017

Skills

  • Financial analysis
  • Industry analysis
  • Analytical mindset
  • High attention to detail

Personal Information

Date of Birth: 12/15/1995

Email ID: murarkavidhi@gmail.com

Contact number: +91 9833 862 404

Timeline

Research Analyst

Aequitas Investments Consultancy Pvt Ltd.
03.2025 - Current

Advisory in Investment Banking

SFC Environmental Technologies Private Limited
04.2023 - Current

Manager

ICICI Bank
05.2018 - 01.2022

CURRENT CFA LEVEL 3 - Finance

CFA INSTITUTE

CHARTERED ACCOUNTANT - Accounting and Finance

INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA

Bachelors of Commerce - Commerce

SOUTH INDIAN EDUCATION SOCIETY COLLEGE OF COMMERCE
Vidhi Shah