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Name: Aakash Mehta
Phone: +91-9876543210
Email: aakash.mehta@email.com
Location: Mumbai

Career Summary

Detail-oriented Equity Research Analyst with 5+ years of experience in financial modeling, valuation, and equity research across BFSI and technology sectors. Skilled in preparing investment reports, analyzing market trends, and supporting fund managers with actionable insights.

Key Skills

  • Financial Modeling & Forecasting
  • Equity Valuation (DCF, Comparable Analysis)
  • Ratio & Trend Analysis
  • Earnings & Market Research
  • Fundamental & Technical Analysis
  • Report Writing & Presentation
  • Bloomberg / Reuters / Excel / Power BI
  • Industry & Competitor Analysis

Work Experience

Equity Research Analyst – ICICI Securities, Mumbai (2022–Present)

  • Conducted in-depth equity research on technology and BFSI companies
  • Built 30+ financial models and delivered accurate forecasts
  • Improved report turnaround time by 20% by streamlining data gathering
  • Supported portfolio managers with investment insights and periodic updates
  • Presented quarterly results analysis to senior stakeholders

Junior Analyst – Edelweiss Financial Services, Mumbai (2019–2022)

  • Assisted senior analysts in creating sector-wise valuation reports
  • Performed data analysis and tracked macro-economic trends
  • Monitored earnings releases and prepared research summaries
  • Improved report consistency by automating Excel-based data sheets

Education

  • MBA in Finance – NMIMS, Mumbai (2019)
  • B.Com in Accounting & Finance – University of Mumbai (2017)

Certifications

  • CFA Level II Candidate
  • Financial Modeling & Valuation – Udemy / Coursera
  • NISM Research Analyst Certification

Languages

  • English
  • Hindi
  • Gujarati

Position Overview

An Equity Research Analyst studies companies, financial reports, and industry trends to help investors make better decisions.
They prepare research notes, build financial models, and give recommendations such as buy, sell, or hold. They work with investment teams, portfolio managers, and senior analysts.

 

Company Overview

  • Build and update financial models
  • Track stock prices, industry trends, and market news
  • Prepare research reports and presentations
  • Perform company valuation (DCF, ratio analysis, comps)
  • Review quarterly and annual results
  • Support fund managers with investment insights
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