Senior Equity Research Analyst

• I educate individuals interested in and working in finance in improving themselves and their professions. In order to help people and businesses get better at finance and advance their careers.
• I organise industry-recognized, in-house training, and international certification programmes. I've instructed more than 3000 professionals in the programme for certification as an Equity Research Analyst and Portfolio Manager.
• I have worked on projects with investment banks, credit rating companies, and other businesses in the US and Australia, including TPG Capital and Sustainable Projects Group, for more than 5 years.
• Building and updating financial models including P&L, balance sheet and cashflow using different valuation methods like Discounted Cash Flow (DCF), Relative Valuation, etc across multiple sectors. Preparing detailed initiating coverage report / information memorandum, reflecting in-depth understanding of the company.
•  Write Quarterly reports covering quarterly results (preview & review), company updates monthly covering major developments during the month Portfolio maintenance including updation and monitoring of the client’s portfolio management spreadsheet.
• Work independently with client analysts to define concepts/ deliverables Analyze financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions. 
• Present oral and written reports on general economic trends, individual corporations, and/or entire industries. Generate investment ideas in the form of research reports, which may require to be presented to the clients.

• Prepared detailed reports on dividends, growth, and penny stocks, with clear buy/sell/hold recommendations
• Conducted comprehensive equity research on the Australian, US, and Indian stock markets
• Built and updated financial models, including profit and loss statements, balance sheets, and cash flow statements, using various valuation methods such as Discounted Cash Flow (DCF) and Relative Valuation
• Drafted initiating coverage reports and information memorandums, showcasing an in-depth understanding of companies
• Authored quarterly reports previewing and reviewing results and monthly updates covering significant developments
• Maintained and monitored clients' portfolio management spreadsheets, ensuring accurate and up-to-date information

• Drafts and oversees the preparation of comprehensive investment research reports, including earnings notes, initiating coverage notes, sector notes, and thematic notes
• Builds and maintains detailed financial models to project company performance, supporting valuation and investment thesis development
• Continuously monitors market trends and analyzes news to provide timely updates and insights relevant to the covered sectors
• Tracks and updates earnings releases, ensuring accurate and up-to-date information is available for analysis and decision-making
• Provides guidance and support to buy and sell-side analysts, helping them refine their research and investment recommendations
• Maintains sector-specific databases and prepares custom dashboards and database-driven screeners to enhance research efficiency and insight generation