Hardik Joshi

Associate Consultant

Hyderabad, Telangana, India5 yrs 10 mos experience
Most Likely To Switch

Key Highlights

  • Expert in financial analysis and reporting.
  • Led automation initiatives saving 85 hours annually.
  • Strong foundation in equity research and fixed income.
Stackforce AI infers this person is a Finance professional with expertise in equity research and institutional reporting.

Contact

Skills

Core Skills

Financial AnalysisData AnalysisEquity ResearchFixed Income AnalysisFinancial Modeling

Other Skills

Microsoft ExcelData ManipulationPerformance ReportingAutomationExcel/VBAInterpersonal CommunicationData AnalyticsFinancial AccountingCommunicationCustomer ServiceInterpersonal SkillsPython (Programming Language)PythonClient AcquisitionTeam Management

About

I’m a finance professional who enjoys digging into businesses, numbers and markets, with experience across equity research, fixed income and institutional reporting. Currently, I work at Franklin Templeton in institutional client reporting, partnering with portfolio managers and research teams on performance reports and analytics for large portfolios. This gives me hands‑on exposure to attribution, sector positioning and what actually drives portfolio returns. Alongside this, I’ve led automation initiatives in Excel/VBA and related tools that save significant analyst time and improve accuracy, which naturally pulls together my interest in both data and process design. Earlier, at ICICI Securities, I worked as an Equity Research Intern on small finance banks and housing finance companies. I focused on IPO and sector work: reading annual reports, building models, and tracking metrics like GNPA/NNPA, NIM, RoA/RoE and CASA to understand the real quality of growth. At Nippon Life Asset Management, I contributed to a 10‑year G‑Sec yield prediction framework using VAR, Granger causality and cointegration tests, which deepened my comfort with macro linkages and time‑series data. I hold an MSc in Finance & Management from Cranfield University, where my thesis used Logit and Random Forest models to predict UK takeover targets from published financials, and I worked on DCF, valuation and M&A projects. My B.Tech in Mechatronics from Manipal Institute of Technology gave me a quantitative, problem‑solving mindset and early experience leading technical teams. I’m now looking to build a career in equity research or investing roles in India, especially in small and mid‑caps where rigorous bottom‑up work can really add value. I’m always happy to connect with investors, analysts and founders to discuss markets, businesses and research opportunities.

Experience

Franklin templeton india

Institutional Client Reporting Analyst

May 2024Present · 1 yr 10 mos · Hyderabad, Telangana, India · Hybrid

  • Partner with portfolio management and research teams to deliver institutional performance reporting and analytics for AUM exceeding $100M+; deep exposure to portfolio attribution, sector positioning, and performance drivers
  • Develop and maintain detailed fund fact sheet, performance dashboards, and analytical reports integrating market data from Bloomberg, Datastream, and other internal systems
  • Collaborate with compliance, operations, and portfolio management to ensure data integrity, regulatory adherence, and timely dissemination of client communications
  • Develop and enhance reporting processes and systems to elevate efficiency by 20% and accuracy by 10%
  • Lead and implement automation to save 85 hours annually in reporting & production processes, distribution and operations processes
Data AnalysisFinancial AnalysisMicrosoft ExcelData ManipulationPerformance ReportingAutomation

Doctify

Junior Account Assistant

Apr 2023Sep 2023 · 5 mos · London, England, United Kingdom · Hybrid

Microsoft ExcelInterpersonal CommunicationData AnalyticsFinancial Accounting

Wagamama

Front of House Team Member

Oct 2022Apr 2023 · 6 mos · Milton Keynes, England, United Kingdom · On-site

CommunicationCustomer ServiceInterpersonal Skills

Nippon india mutual fund

Invesment-Debt Team Intern

Feb 2021Apr 2021 · 2 mos · India

Fixed Income AnalysisPython (Programming Language)Data Analytics

Icici securities

Intern

Jan 2021Jun 2021 · 5 mos · India

Equity ResearchFinancial AnalysisMicrosoft Excel

Opulence business solutions pvt ltd.

Finance and Investment Intern

Oct 2020Nov 2020 · 1 mo · India

  • Working on a start-up idea that inculcates various industries and business models into one. Working primarily on leading the team, financial modeling, and client acquisition.
CommunicationTeam Management

Iifl securities

Finance Intern

Sep 2020Nov 2020 · 2 mos · India

Financial AccountingPresentations

Revels, mit manipal

Head Of Sponsorship

Sep 2019Mar 2020 · 6 mos · Udupi, Karnataka, India

  • Worked as one of the core committee member for Revels'20, MIT (Manipal) official cultural fest. As part of the Sponsorship team, we worked extensively towards raising funds and bringing in organisations that would benefit and teach the students handy skills. We followed a 4 step approach -
  • 1. Research into the company and it's values for understanding how they can benefit the fest and how we can benefit them in return.
  • 2. Drafted a common mail template for all sponsors and then added a company specific pitch, which varied on the company research done.
  • 3. Searched for relevant contacts from the company and created a list of 5-10 contacts for each company.
  • 4. Mail them the sponsorship proposal along with the fest brochure and official director letter.
  • We did this for 70+ companies to reach maximum approach sphere and receive a reply even if it was a negative one.
CommunicationNumeracy

Cyient

Intern

Jun 2019Jun 2019 · 0 mo · Hyderabad, Telangana, India

  • I worked on the “Compressor Malfunction Prediction” project, which dealt with studying, analysing and predicting when a compressor should malfunction - needing unplanned maintenance. The project required basic knowledge of Python, Data visualisation software (I.e. Tableau), MS Excel, statistics and probability. Using the Random Forrest Classifier, the project successfully predicted when the compressor should require unscheduled maintenance with 70% accuracy.
CommunicationSponsorship Management

Project auv manipal

Team Manager

May 2019Dec 2020 · 1 yr 7 mos · Manipal

  • Founding member of a new Underwater Robotics team in Manipal Institute of Technology.
  • Head of Management Team and responsible for managing the team alongside the Team Leader.
  • Handling Finances, Social Media, Publicity and Graphic Media, Human Resources, Procuring Logistics, Bringing in Sponsors for the team, supervising work done by the management team and documenting and compiling all work done by the team for competitive and research purposes.
Financial ModelingClient Acquisition

Aeromit

Managment Member

Jul 2018Apr 2019 · 9 mos · Manipal, Udupi

  • Being a part of the management team at AeroMIT, I worked on Procuring Logistics , Bringing in Sponsors for the team, Handling Finances, Social Media, Publicity and Graphic Media. Also worked on handling and finalising contracts for the team, maintaining public relations and worked as an Organizer for setting up an event. Handled the Human Resources work when deemed necessary.
  • Represented the team and MAHE at SAE AeroDesign East 2019, held in Fort Worth Dallas. The team competed with other student teams from around the world and attained the final RANK 5 in overall Micro Class Category.
  • Represented the team and MAHE in regional competitions held at NIT Calicut, IIT Bombay and NIT Surathkal. Won accolades at NIT Calicut and finished in the top 10 teams at IIT Bombay.
  • Was an organiser for the first edition of SkyRush, Manipal's national level flying competition that attracted participants from through out the country to compete.
Python (Programming Language)Data VisualizationData Analysis

The think tank, manipal

Finance and Sponsorship Team

Sep 2017Dec 2018 · 1 yr 3 mos

  • Assisted with handling Finances of the club and bringing in sponsors for events like TEDx Manipal and Fireside Chat (FSC).
CommunicationEvent Management

Chirec international school

Student Council Member (Discipline Committee Head)

Jun 2016Apr 2017 · 10 mos · Hyderabad

CommunicationFinancial Management

Education

Cranfield School of Management

Master of Science - MS — Finance

Sep 2021Sep 2022

Cranfield University

Master of Science - MS — Finance

Sep 2021Sep 2022

Manipal Academy of Higher Education

Bachelor of Technology - BTech

Jun 2017Jul 2021

Manipal Institute of Technology

Bachelor of Technology

Jun 2017Jul 2021

CHIREC International School

Jan 2004Jan 2017

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