YASHI SHARMA
New Delhi
Summary
Equity Research Analyst with over 5 years of experience in the financial services industry. Seeking a challenging role at a leading investment firm where I can leverage my expertise in financial analysis, modeling, and valuation to provide actionable investment insights.
Overview
6
6
years of professional experience
Work History
Senior Analyst
Evalueserve Private Ltd. (Ros-AP & Australia)
10.2021 - Current
- Preparing financial model from scratch, creating different model schedule, forecasting cash flows and preparing a valuation sheet for our clients.
- Analyzing different sectors of Aisa & Australia & creating models as per the need of the client.
- Reviewing companies report, their filings to gauge the financial statements to the core and to balance and validate the model through modelware tooling
- Works on various valuation concepts like DCF, Relative valuation.
- Building complex discounted cash flow models to produce potential valuations of companies in the diversified sector
- Expertise in Refinitiv Eikon software (Thomson Reuters),Methode, Research notes etc
Data Analyst
India Infoline Securities Limited
02.2019 - 08.2021
- Collecting financial data using Capital IQ and Capital line database and maintaining excel file for valuation
- Conduct financial modeling and valuation of stocks with the help of DCF and Relative valuation
- Compile research findings into a brief and in-depth report that is easily accessible
- Projecting monthly, quarterly, yearly results and generating reports according to the need of the organization
- Assist in making IPO reports, analyzing the financial Condition and due diligence
- Analyzing earning quality and quarterly statement results on targeted sector (Auto, IT, FMCG, Personal care)
- Making relative valuation comparison and investment recommendations to portfolio manager.
Research Trainee
Indian Market View
02.2018 - 10.2018
- Financial Statement Analysis and reformulation of Statements for Valuation
- Writing research notes, and detailed presentations on different Companies & sector (Auto, IT, FMCG, Personal care and Capital goods)
- Contributed in making Global Market reports on monthly basis
- Assisted in formulating Derivative reports which was published on Company’s sites.
Education
PGDM (Finance) - Finance
SKVM NMIMS
01-2021
PGCP in global financial market -
NSE Academy
01-2017
B.com (Hons.) -
Delhi University
01-2016
Higher Senior Secondary -
CBSE Board
01-2013
Senior Secondary -
CBSE Board
01-2011
Skills
- Equity Research & Valuation
- Quantitative Research
- Financial Analysis & Modeling
- Industry & Market Analysis
- Report Writing
- Microsoft Excel
- Bloomberg Terminal, FactSet, Thomson Reuters Eikon
- Basic Python
Languages
- English
- Hindi
Accomplishments
- Awarded a certificate as "Power of One" for handling the whole Asia Group (Ros-AP) alone.
Timeline
Senior Analyst
Evalueserve Private Ltd. (Ros-AP & Australia)
10.2021 - Current
Data Analyst
India Infoline Securities Limited
02.2019 - 08.2021
Research Trainee
Indian Market View
02.2018 - 10.2018
PGDM (Finance) - Finance
SKVM NMIMS
PGCP in global financial market -
NSE Academy
B.com (Hons.) -
Delhi University
Higher Senior Secondary -
CBSE Board
Senior Secondary -
CBSE Board
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