Equity Research Analyst - SKP Securities Ltd - Kolkata, India
(2022-10)
- Institutional Research- Preparation of collaterals like ICR, Financial Model, Quarterly updates and servicing to AMC's, PMS's, HNI's and UHNI's on a regular basis.
- Continuous tracking & updating the fund managers on Fertilizers & Agrochemicals, Railways, Process Equipment's and Alco-Bev packaging space.
- Private Client Group (PCG)-Analyzing of client's goal to provide accurate investment recommendations HNI and UHNI's based upon market trends and arbitrage opportunities.
Research Analyst - Manu Stock Broking Pvt ltd - Kolkata, India
(2021-08 - 2022-09)
- Researched and analysed wide-range of sectors drawing out meaningful and informed insight for Retail clients.
- Analyzed and evaluated qualitative and quantitative data, presenting findings in detailed reports to clients.
Manager Investment Banking - Substance Advisory Private Ltd. - Kolkata, India
(2018-08 - 2021-07)
- Debt and Equity Syndication
- Client Acquisition through secondary Research , Seminars ,Events etc
- Preparation of Research based Financial model and Information memorandum with relevant KPI's
- Finding Prospective investors and pitching
- Acting as a single point of contact in the deal cycle
Equity Research Analyst - Ratnabali Investments Private Ltd. - Kolkata, India
(2010-08 - 2018-07)
- Constant search for healthy arbitrage opportunities amidst any corporate actions and special situation stocks and suggesting trades.
- Tight follow up of developments and swift analysis of probable impact on the trades
- Presentation to senior management about any significant developments on trades on a daily basis
- Presenting views on ideas to shift or to continue trades among corporate actions to maximize yields
- Building strategies for trades in corporate actions including derivatives
- Secondary Research on various sectors. More active in healthcare, pharma and consumer food industries
- Company valuation based on data analytics, management meets, promoter pedigree and constant follow up of results and key developments