An experienced professional with over thirteen years of work experience spread across financial services and information technology, including over ten years in Sell-Side Equity Research tracking Insurance and other financial services stocks in Europe and India.Seeking position as Equity Research Analyst where I can use my experience to the benefit of my company and my career growth.
Equity Research Analyst
- Responsible for idea generation, financial modelling and writing company/thematic reports, including collaborative reports with global counterparts
- Regular interaction with FIIs & DIIs clients to pitch stock ideas and assist them in the process of generating alpha
- Active coverage of 16 stocks across Banking ,FMCG & Chemical sectors; soft coverage of another 14+ stocks.
- Researched Indian equities in FMCG and Consumer Durables space to provide investment recommendations
- Received advisory votes from several foreign and domestic institutional clients. Servicing the clients (buy-side) on stocks/sector relevant events and stance on valuation of the stocks covered
- Financial modelling, preparing investment rationale, stock recommendations and contributing to various sell side research reports .Published reports on portfolio stocks and interacted regularly with fund managers/investment analysts to pitch investment ideas
- Built good rapport and hosted corporate management in the covered sectors at various conferences and non-deal roadshows .independent handling of result notes, model creation and updating post quarterly results .Extensive involvement in conducting on- ground research :channel checks, interactions with industry players/expert
- Worked on pre-deal research and conducted pre-deal investor education for multiple primary market offerings in telco and tech space
- Stock calls on covered sector have delivered alpha for the clients, built good traction with buy-side analysts across the covered sectors
- Work closely with senior Analyst and fund managers to provide insights on our current holdings and generate fresh investment ideas .Update financial models and write reports on company’s quarterly performance
Associate, Institutional Equity Research
- Contributed actively to deep-dive initiation reports.Independently wrote monthly sector and company reports, such as thematic Global report
- Valuing the companies using discounted cash flow (DCF) method and also valuing them on relative basis based on various multiples
- Work includes preparing detailed research reports on stocks and sectors under coverage, maintaining detailed financial models, maintaining sector databases and preparing pitch decks for presenting to buy side analysts, fund managers and CIOs
- Created detailed financial models and prepared be-spoke research reports and pitch decks on stocks which filed their draft Red Herring Prospectus’ (DRHPs)
- Create a comparison between various models of a single company provided by different investment banks and then maintain a consensus model on the company’s database
- Involved in the sector initiation with ownership of company initiation reports, end-to-end modeling and investment thesis
- Experience with industry databases-CapitalIQ, Factset, ThomsonOne, Bloomberg, IHS GlobalInsight, HaverAnalytics
Management Trainee
- Extensive research on retail sector along with detailed financial modelling for companies .Investment Banking: Prepared industry landscape and pitch book for companies in NBFC sector
- Curriculum Vitae Performed in-depth business and financial analysis of clients on an annual basis to arrive at a risk rating grade on clients and facilities
- Built good knowledge of sector and track developments and their credit implications .Monitored client performance and recommended rating revision/updated facility limits as per evolving internal policies and external financial environment
- Maintain the P&L for achieving the revenue and profit targets for the key accounts business – Partnering with cross functional teams and participate in rate negotiations, contracts, servicing of products
- Headed 8 member finance team of manufacturing plant to accomplish day to day financial activities, financial statement preparation and MIS reporting
- Tracking Macroeconomic changes and analyzing the impact on European Auto industries and covered companies.
- Writing key sections company research reports, quarterly previews and periodicals on company events & financial results.
- Streamlined the business processes and implemented the best practices in ERP, which resulted in transparency of business operations
