Jan 2019 – Jun 2021 · 2 yrs 5 mos

• Fundamental Equities (Long-Short) .

Sep 2014 – Dec 2018 · 4 yrs 3 mos

• Fundamental Equities (Long-Short) Analyst focused on Healthcare sector. Part of the role focused on data-driven investing.

Jul 2012 – Aug 2014 · 2 yrs 1 mo · Mumbai Area, India

• Sell-side research on Indian equities for Institutional Investors. Developed an interesting product combining fundamental analysis with quantitative analysis (via Monte-Carlo simulation) to arrive at the probability distribution of expected share price. Sectors: Oil & Gas, Auto

Jul 2010 – Jun 2012 · 1 yr 11 mos

• Apart from Energy sector, expanded coverage to Healthcare and Consumer sectors. Managed and trained a team of senior analysts, while ensuring quality and timely delivery.

Jan 2008 – Jun 2010 · 2 yrs 5 mos

• Fundamental long-short analyst focused on E&P and independent refiners in the US. Responsibilities included generating investment ideas (long/short), building financial models, developing investment memos/thesis, and tracking portfolio/target companies. Apart from individual responsibilities, trained and managed a team of three analysts on financial modeling/analysis.

Mar 2006 – Dec 2007 · 1 yr 9 mos

• Fundamental research analyst supporting Equity, Credit and Private Equity (India/US) strategies. Gained exposure to various investment styles. Authored several company and industry research reports apart from finding innovative ways to track developments related to portfolio companies. Conducted due diligence for a Private Equity Investment in India.

Jan 2005 – Feb 2006 · 1 yr 1 mo · Hyderabad Area, India

• MBA internship, which continued as a part-time job. Authored several research reports on US listed stocks.

Jun 2003 – Feb 2004 · 8 mos

• Preventive maintenance and operation of FBC boiler, efficiency improvement projects (process water re-circulation, save-all tank), vibration analysis and dynamic balancing of rotating equipment.