Hardik Joshi — Associate Consultant
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.
Stackforce AI infers this person is a Finance professional with expertise in equity research and institutional reporting.
Location: Hyderabad, Telangana, India
Experience: 5 yrs 10 mos
Skills
- Financial Analysis
- Data Analysis
- Equity Research
- Fixed Income Analysis
- Financial Modeling
Career Highlights
- Expert in financial analysis and reporting.
- Led automation initiatives saving 85 hours annually.
- Strong foundation in equity research and fixed income.
Work Experience
Franklin Templeton India
Institutional Client Reporting Analyst (1 yr 10 mos)
Doctify
Junior Account Assistant (5 mos)
wagamama
Front of House Team Member (6 mos)
Nippon India Mutual Fund
Invesment-Debt Team Intern (2 mos)
ICICI Securities
Intern (5 mos)
Opulence Business Solutions Pvt Ltd.
Finance and Investment Intern (1 mo)
IIFL Securities
Finance Intern (2 mos)
Revels, MIT Manipal
Head Of Sponsorship (6 mos)
Cyient
Intern (0 mo)
Project AUV Manipal
Team Manager (1 yr 7 mos)
AeroMIT
Managment Member (9 mos)
The Think Tank, Manipal
Finance and Sponsorship Team (1 yr 3 mos)
CHIREC International School
Student Council Member (Discipline Committee Head) (10 mos)
Education
Master of Science - MS at Cranfield School of Management
Master of Science - MS at Cranfield University
Bachelor of Technology - BTech at Manipal Academy of Higher Education
Bachelor of Technology at Manipal Institute of Technology
at CHIREC International School