Equity Research Analyst
Send a job offer directly to this candidate
I am a CFA charterholder and would like to pursue jobs in equity research or investor relations profile. I have 5+ yrs experience in financial services , 3.5 yrs of those in equity research. I enjoy doing business analysis, competitive analysis, financial statement analysis, following the technology sector and making insightful reports/newsletters/decks/infographics. Also like building different screens, identifying leaders and laggards, charting stocks, and generating actionable lists.
Independently covered the software sector in emerging and HK markets. Managed a focus list of ~10 stocks with over 20 in the watchlist. Covered the global software sector along with onshore analyst. Managed a focus list of ~25 stocks with over 50 in the watchlist.
Screened, generated ideas, analyzed 10K/10Q reports and wrote buy/sell recommendation reports for selected stocks.
Studied the competitive dynamics of the enterprise software, data analytics, cybersecurity, technical services and gaming space , benchmarked key industry players , and wrote thematic reports and topical notes for PMs/equity sales reps.
Managed quarterly earnings for ~100 stocks including commentary and earnings call takeaways.
Adept in technical analysis – identifying stocks breaking out, near pivot or those breaching key support levels.
CFA charter and an MBA in finance