Venkat Samala

Business Development Executive

Mumbai, Maharashtra, India11 yrs 8 mos experience
Highly Stable

Key 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.
Stackforce AI infers this person is a Finance and Aerospace professional with strong analytical and management skills.

Contact

Skills

Core Skills

Equity ResearchFinancial ModelingFund ManagementEngineering

Other Skills

AerospaceAircraft MaintenanceAutoCADBloomberg TerminalBuysideC++Capital MarketsDCF ValuationData AnalysisDerivativesFinancial AnalysisFinancial MarketsMicrosoft OfficePortfolio ManagementProject Management

About

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.

Experience

Dsp mutual fund

Investment Analyst - Long Short Fund

Sep 2022Present · 3 yrs 6 mos · Mumbai, Maharashtra, India

Tata mutual fund

Equity Research Analyst

May 2019Aug 2022 · 3 yrs 3 mos · Mumbai

  • 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
Equity ResearchCapital MarketsValuationFinancial ModelingReal Estate

Jm financial

Institutional equity research intern

Apr 2018Jun 2018 · 2 mos · Mumbai, Maharashtra, India

  • Formulated investment thesis for initiating coverage report on a leading Indian AC manufacturing company
  • Financial modelling and Valuation for several large-cap and mid-cap companies
  • Researched for potential stock ideas, analysed 30+ companies to identify their correlation with macro factors
  • Constructed value chain of entire energy sector; breakdown of sector cap-ex to discern potential beneficiaries
  • Conceptualized capital goods index for 15+ companies under coverage; automated using Bloomberg functions

Quest

Senior Design Engineer

Aug 2012Jun 2017 · 4 yrs 10 mos · Bengaluru Area, India

  • Working for about 4.5 years as a design engineer in Quest Global, my job is to provide the repair solutions for non-conformance (divergence from design) that occur during wing manufacture in Airbus manufacturing plant, UK.
  • As a design signatory, I used to approve repair solution after verifying its technical integrity. The proposed solution needs to be assessed to ensure it would meet design intent, stress, airworthiness and quality requirements.
  • Worked as an Integrator, at Airbus UK, independently managed fastest moving aircraft program in commercial jets liaising between 500+ employees in UK and 40+ member team in India for 4 months.
  • As Shift Lead of 30+ team, I was Single point of contact for customer contingency deliveries & managed resource allocation for the shift

Education

Indian Institute of Management Bangalore

Master of Business Administration - MBA

Jan 2017Jan 2019

Hindustan Aviation Academy, Bangalore

Aircraft Maintenance Engineering

Jan 2009Jan 2011

D. A. V. Public School, Airoli

Jan 2000Jan 2009

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