Experience

Growthfiniti Wealth Pvt Ltd

• India
• Financial Services
• 1 - 100 Employee

• Senior Research Analyst

  • Apr 2023 - Present

  Mumbai, Maharashtra, India



Visible Alpha

• United States
• Information Services
• 700 & Above Employee

• Research Associate - I

  • Nov 2019 - Jul 2022

  Mumbai, Maharashtra, India ● Preparing insightful financial content from sell-side research using a mix of extraction technologies and modeling expertise for the Banking sector. ● Organize and analyze large data sets of company and industry level KPI's to perform industry wide analysis in order to gain insights about the competitive structure and growth prospects. ● Integrate them into comparable view across analysts for thousands of companies ● Develop and demonstrate a strong understanding of diverse business… Show more ● Preparing insightful financial content from sell-side research using a mix of extraction technologies and modeling expertise for the Banking sector. ● Organize and analyze large data sets of company and industry level KPI's to perform industry wide analysis in order to gain insights about the competitive structure and growth prospects. ● Integrate them into comparable view across analysts for thousands of companies ● Develop and demonstrate a strong understanding of diverse business models for public – listed companies. ● Communication with clients on a daily basis for resolution of queries, requests and PF’s (Production feedback) related to data quality and initiating coverage of new companies for Banking sector companies. ● Preparing earnings preview and post-earnings analysis for companies within the coverage. ● Preparing presentations and reports for our buy side clients to help them identify and evaluate new investment opportunities. ● Analyzed fairness of estimates in financial models received from various analysts. ● Create financial models incorporating best practices adopted by sell-side research content. ● Surface and effectively communicate key modeling approaches among sell-side research content. ● In-depth analysis and understanding of financial statements and their applicable regulatory requirements. ● Brainstorming ideas with the team relating to process simplification, improvement and enhancement of our internal tools. Show less



WGC Wealth

• Operations Executive

  • Oct 2018 - Feb 2019

  Mumbai, Maharashtra, India ● Reconciliation of client accounts with different agencies. ● Assessing new Account opening forms with the firm and associate banks. ● Worked on company software FINACLE – Uploading client database. ● Registration of new clients on NSE-NMF. ● Registration of new clients on LD-CCM software.