Utkarsh Gupta

CFA Charterholder and CMT Level 2 candidate with 3.10 years of professional work experience.

Equity Research Analyst at ET Money (360 One) (2025-02 – Present)

• Designed equity screeners using financial and valuation metrics to identify high-quality stocks across sectors.
• Conducted fundamental analysis of 20+ companies to evaluate earnings quality and business performance.
• Constructed and backtested momentum and contrarian portfolios across equities to identify alpha-generating strategies.

Financial Analyst at Asset Yogi (2024-02 – 2025-02)

• Conducted fundamental analysis on 10+ companies across sectors, evaluating earnings quality, margins, and valuation gaps.
• Worked on 40+ IPO analyses, evaluating financial performance and investment potential.
• Prepared quarterly financial reviews for 15+ companies, focusing on key financial & performance metrics.

Analyst at Protiviti (2022-10 – 2024-01)

• Supported analysis of financial data and business processes to identify control gaps and inefficiencies across sectors like Retail, Auto, and FMCG.

Chartered Market Technician (CMT) Program in Market Technician – CMT Institute (2026-12)

Chartered Financial Analyst (CFA) Program in Financial Analysis – CFA Institute (2023-05 – 2026-04)

Bachelor of Commerce in Commerce – University of Rajasthan (2019-06 – 2022-06)