Venkat Samala — Business Development Executive
Currently working with Tata Asset management as a Research Analyst covering Real Estate, US Technology, Textiles, Building Materials, Hospitality & Aviation sectors. - A critical thinker with an inquisitive mind, having an open mind & being nimble to the changing environment has helped me in expanding coverage as lead analyst for 25+ stocks & REITs across 6 sectors with quick elevation as a Fund Manager for overseas securities all within ~18 months of joining. - Vocal with my thoughts most of my identified investment themes/stocks have outperformed the benchmark indices. - As a research analyst my role entails engaging directly with managements, building & maintaining financial models, performing channel checks, site visits, discussions with sell-side, preparing quarterly & event updates – revisit assumptions in financial models/valuations & update fund managers. - Identified as Fund Manager (overseas securities) for a couple of funds – one semi-active & one passive, drafts filed with SEBI Interned with JM Financial in the Institutional Equity research division: - Formulated investment thesis for initiating coverage report on a leading Indian AC manufacturing Company. Built financial models for several mid & small cap companies. - Constructed value chain of entire energy sector, breakdown of sector capex to discern potential beneficiaries. Senior coordinator at Networth - the finance club of campus - raising financial literacy through weekly digests, blogs and deal news; organise various activities relating to finance within campus. Achievements: - Nat'l level, 2nd runners up at the biggest stock pitching competition of India - Think Equity Think QGLP organised by Motilal Oswal - Zonal finalists, CFA Institute Research Challenge – The Global Investment equity research competition Previously worked with Quest Global as a senior design engineer and shift leader.
Stackforce AI infers this person is a Finance and Aerospace professional with strong analytical and management skills.
Location: Mumbai, Maharashtra, India
Experience: 11 yrs 8 mos
Skills
- Equity Research
- Financial Modeling
- Fund Management
- Engineering
Career Highlights
- Lead analyst for 25+ stocks across 6 sectors.
- Quick elevation to Fund Manager within 18 months.
- 2nd runners up in national stock pitching competition.
Work Experience
DSP Mutual Fund
Investment Analyst - Long Short Fund (3 yrs 6 mos)
Tata Mutual Fund
Equity Research Analyst (3 yrs 3 mos)
JM Financial
Institutional equity research intern (2 mos)
QuEST
Senior Design Engineer (4 yrs 10 mos)
Education
Master of Business Administration - MBA at Indian Institute of Management Bangalore
Aircraft Maintenance Engineering at Hindustan Aviation Academy, Bangalore
at D. A. V. Public School, Airoli