Donn Jacob

Finance and research professional with experience in equity research and valuation modelling, plus a background in healthcare SaaS sales and projects. Pursuing an MSc in Economics alongside full-time work and seeking research or analyst roles across finance and economics.

Equity Research Analyst at Hedge Equities (2024-11 – 2025-05)

• Built 6+ DCF and comparable company valuation models in Excel covering 12 NSE-listed companies across healthcare, FMCG, and IT.
• Wrote 10+ equity research reports on company fundamentals, industry trends, competitors, and key investment risks, using annual reports, NSE filings, earnings data, and industry research.
• Built 5+ Power BI dashboards to track financial ratios, sector performance, and market trends.
• Ran scenario and sensitivity analysis to test valuation assumptions and assess potential upside and downside.
• Assisted senior analysts with earnings forecasts, peer analysis, and client presentations.

Software Sales and Projects Lead at Efeedor (2024-01 – Present)

Healthcare B2B SaaS

• Managed a portfolio of 85+ healthcare clients across Kerala as primary contact for account management, implementation, and ongoing support.
• Tracked CRM data using ZOHO CRM and sales KPIs, including pipeline health, lead conversion, retention, and revenue against targets, and prepared management and client portfolio reports.
• Led multi-channel outreach, including LinkedIn prospecting, and managed healthcare partners and affiliates to build referral channels and win new clients.
• Coordinated project implementation with product, engineering, and client teams, gathering requirements and ensuring timely deployment
• Used AI tools to automate outreach drafting, lead research, and report preparation, reducing manual effort.

MSc in Economics (Working Professional Programme) – Symbiosis International University, Pune (2025)

B.Com in Finance and Taxation – Rajagiri College of Management and Applied Sciences, Kochi (2020 – 2023)

Senior Secondary in Commerce with Mathematics – Mar Dionysius Sr. Sec. School, Mallappally (2018 – 2020)