Sonu Kumar Sah

Research Analyst at Universal Data Solutions (UDS)
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Contact Information
us****@****om
(386) 825-5501
Location
IN

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5.0

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Samrat S.

At UDS, Sonu assisted me on various research request and I found him very skilled, hard working, diligent and result oriented professional. His expertise and subject knowledge of quantitative and qualitative research request helped the team to deliver best in class deliverables and meet client expectations. He is also a great colleague to work with. I highly recommend him to anyone looking for help on research related projects

Mrinal Chowdhury

Sonu is one of the hardest working employee i have worked with. He delivers quality work to the clients and received multiple positive feedbacks which helps him to bring value to the team. He will be an asset wherever he works because of his focus and dedication towards the work.

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Credentials

  • Corporate Skills Development program
    Vardhan Consulting Engineers
    Oct, 2020
    - Nov, 2024
  • CFA Investment Foundation
    CFA Institute
    Sep, 2020
    - Nov, 2024
  • Basics Of Financial Markets
    Elearnmarkets
    Jul, 2020
    - Nov, 2024
  • Personal And Family Financial Planning
    Coursera
    Jul, 2020
    - Nov, 2024
  • Tally ERP-9 For Beginners
    ApnaCourse.com
    Jul, 2020
    - Nov, 2024
  • Beginner to Pro in Excel : Financial Modeling and Valuation
    Udemy
    Jun, 2020
    - Nov, 2024
  • Business and Corporate Finance Fundamentals DCF and Valuation
    Udemy
    Jun, 2020
    - Nov, 2024
  • Excel crash course
    Corporate Finance Institute® (CFI)
    Jun, 2020
    - Nov, 2024
  • Introduction to Corporate Finance
    Corporate Finance Institute® (CFI)
    Jun, 2020
    - Nov, 2024
  • Reading Financial Statements
    Corporate Finance Institute® (CFI)
    Jun, 2020
    - Nov, 2024

Experience

    • India
    • Market Research
    • 1 - 100 Employee
    • Research Analyst
      • Jul 2022 - Present

      • Led the project deliverables for the EMEA region and handled a team of Junior Research Analysts • Working on databases like Capital IQ, Bloomberg, Factiva, D&B Hoovers, Salesforce, Zoom Info.• Handling research request as an external worker on behalf of our global clients• Interacting directly with the global clients for providing high level research insights based on their business needs• Analyzing financial statements forecasting key line items for doing valuation

    • Junior Research Analyst
      • Oct 2021 - Jun 2022

      • Conducting global primary and secondary research and preparing market research samples for various industries such as Consumer goods, Healthcare etc.• Deal intelligence like working on M&A transactions, Capital IQ screening• Industry classification as per different industry standards as per SIC code and NAICS Code• LinkedIn research for finding out key executives using advanced search options (Sales Navigator)

    • India
    • Financial Services
    • 1 - 100 Employee
    • Equity Research Intern
      • Jun 2021 - Aug 2021

      • Daily posting of stock charts on LinkedIn • Studying the technical charts of the company for providing short term recommendations to client's • Prepared a 6-methods valuation model of Hindustan Unilever as a part of assignment and has been awarded with LOR • Daily posting of stock charts on LinkedIn • Studying the technical charts of the company for providing short term recommendations to client's • Prepared a 6-methods valuation model of Hindustan Unilever as a part of assignment and has been awarded with LOR

    • India
    • Financial Services
    • 1 - 100 Employee
    • Derivatives Analyst Intern
      • Jan 2021 - Feb 2021

      • Track, monitor and record market data as well as presentation of Forecasts. • To analyse F&O data and in turn understand the crowd sentiment behind each data parameter

    • Equity Research Intern
      • Jan 2021 - Feb 2021

      • Analyzing companies and risk profile of people• Selecting the optimum asset allocation for the clients' portfolio• Provided Asset Allocation on Top Cement Sectors stock based on certain investing parameters

    • India
    • Financial Services
    • 700 & Above Employee
    • Finance Intern
      • Dec 2020 - Feb 2021

      • Worked on projects for finding out the optimum asset allocation for the clients' portfolio • Managing 8 portfolios per month (acquisition on self-reference, leads, social media finding) • Understanding the equity, debt & mutual funds, equity derivatives, commodities, equity valuation, fundamental & technical analysis, and other financial instruments • Worked on projects for finding out the optimum asset allocation for the clients' portfolio • Managing 8 portfolios per month (acquisition on self-reference, leads, social media finding) • Understanding the equity, debt & mutual funds, equity derivatives, commodities, equity valuation, fundamental & technical analysis, and other financial instruments

    • India
    • E-learning
    • 200 - 300 Employee
    • Equity Research Analyst
      • Oct 2020 - Dec 2020

      • Worked on equity research and analysis and trading in the stock market • Real-time trading in the Indian equity markets • Creating, managing, and maintaining a notional stock portfolio • Identifying trading ideas by researching on companies, reading the news, & also implementing these strategies in real time • Worked on equity research and analysis and trading in the stock market • Real-time trading in the Indian equity markets • Creating, managing, and maintaining a notional stock portfolio • Identifying trading ideas by researching on companies, reading the news, & also implementing these strategies in real time

    • India
    • Hospitals and Health Care
    • 200 - 300 Employee
    • Finance Intern
      • Nov 2020 - Nov 2020

      1. Worked on an Investment Analysis Project assigned by the company as a live project 2.Gave insights on the stocks assigned 1. Worked on an Investment Analysis Project assigned by the company as a live project 2.Gave insights on the stocks assigned

    • Thailand
    • Business Consulting and Services
    • 100 - 200 Employee
    • Finance Intern
      • Sep 2020 - Oct 2020

      1. I worked on project finance and its concepts 2. Prepared financial models of 50 housing flat as a part of my project 1. I worked on project finance and its concepts 2. Prepared financial models of 50 housing flat as a part of my project

Education

  • PGDAV COLLEGE EVENING DELHI UNIVERSITY
    Bachelor of Commerce - BCom, Finance, General
    2018 - 2021
  • Kendriya Vidyalaya
    12th, Business/Commerce, General
    2016 - 2018

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