Harsh Agarwal

Looking For Finance Roles

Dedicated and analytical undergraduate student with a strong passion for financial markets and investment analysis. Successfully cleared both FRM Level 1 and CFA Level 1, demonstrating a solid foundation in risk management, valuation, and financial instruments. Bring a structured approach to work, with strong analytical focus and a consistent drive to expand my knowledge.

Proficient in advanced Excel and data management tools, with a keen interest in applying financial concepts to real-world scenarios.

Modani Financial Services — Equity Research Intern

• Conducted equity research and valuation analysis on 15+ companies, preparing detailed KPI files and 8 10 stock reports with actionable recommendations that supported investment decision-making.
• Assessed mutual fund performance across 7+ categories, building an analytical model that tracked buy/sell activity of 20+ MF houses, improving visibility for portfolio decisions.
• Automated data extraction from financial databases, reducing processing time by 60–70%, significantly improving team efficiency.
• Collaborated directly with 10–12 clients, gathering requirements and discussing compliance needs, which improved alignment of research output with client strategies.
• Strengthened financial modeling, Excel, and Screener.in analysis skills, enhancing ability to evaluate P&L, balance sheet, and cash flow drivers for investment research.

I am a third-year B.Com (Accounting & Finance) undergraduate with strong foundational knowledge in capital markets and financial analysis. I have cleared CFA Level I and FRM Part I, which has strengthened my understanding of equity markets, derivatives, fixed income instruments, valuation techniques, and risk management concepts. I am skilled in analyzing company financials, interpreting market data, and preparing investment-oriented reports, and I am actively looking to apply my finance knowledge in a practical, industry-focused environment.