Buy-side Global Equity Research Analyst( Recruitment Boutique S.M.Art )

Описание

MADHUR RATHI
Pune, Maharashtra · +91 -8888279222
madhurrathi300@gmail.com · linkedin.com/in/madhur -rathi

Finance professional and investor inclined towards understanding business models & asset classes . Dedicated Equity
Research Analyst working towards gaining experience in identifying potential risks and trends in the financial market.
Astute professional at maintaining relationships and guiding in wealth management.
EXPERIENCE

JUN 2023 – CURRENT
ANALYST, COUNTER CYCLICAL INVESTMENTS
Buy -Side Equity Research - Sector Agnostic (Mid, Small & Micro Caps)
Fundamental Analysis, Research, Valuation, Channel Checks, Management meets.

SEPT 2022 – JUN 2023
EQUITY ANALYST, THE ALCHMESITS ARK (MONEYWORKS4ME )
Buy -side Equity Research in BFS I, Auto -Ancillary, Logistics Sector
Fundamental Analysis, Financial Modeling & Valuation based on various valuation methods (DCF & Relative
Valuation)
Content Writing on Investment related topics.

SEPT 2021 – AUG 2022
EQUITY ADVISOR – MANAGEMENT TRAINEE, SUPREME PRIME WEALTH
Wealth Management & Advisory to Clients, Investment Research on various asset classes, Studying Portfolio &
Mutual Fund Manager strategies to recommend clients, Equity Research – Sector Agnostic, Providing market
outlook on various markets .

MAY 2021 – AUG 2021
RESEARCH ASSOCIATE 1, VISIBLE ALPHA
Understand Business drivers & Valuation of various companies, Normalize research reports from broker ing
houses for consensus, presenting business model of companies .

EDUCATION

Aug 2022, CFA Level 3 Passed
Nov 2021, CFA Level 2 Passed
Jun 2019, CFA Level 1 Passed
2016 -2019, 63.44% BACHELORS OF BUSINESS ADMINSTRATION (FINANCE), MITSOM COLLEGE, PUNE
2016, 12 th grade 84.2% STEPPING STONES HIGH SCHOOL, AURANGABAD
2014, 10 th grade 9.8 CGPA STEPPING STONES HIGH SCHOOL, AURANGABAD

SKILLS
 FUNDAMENTAL ANALYSIS
 FINANCIAL MODELLING &
VALUATION
 RELATIONSHIP BUILDING
 EXCEL
 COMMUNICATION
 RESEARCH PROFICIENCY
 ACE EQUITY