Investment Research Analyst with 1+ years in Equity Research & Financial Modelling
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Highly motivated and analytical finance professional currently pursuing a PGDM in Finance with a strong academic background in Civil Engineering. Possessing 1.25 years of hands-on experience as a Site Engineer and recent internship exposure to Equity Research and Financial Modelling. Proficient in financial analysis, valuation, and portfolio construction, actively seeking challenging roles in investment research or financial analysis.
N.L. Dalmia Institute of Management Studies & Research
PGDM · Finance
August 1, 2024 – June 30, 2026
Cochin University College of Engineering
BTech · Civil Engineering
August 1, 2016 – June 30, 2020
Paterson Securities Private Limited
Equity Research Intern
April 1, 2025 – June 1, 2025
Mumbai, Maharashtra, India
ULCCS
Site Engineer
May 1, 2022 – July 1, 2023
Kerala, India
FMCG Sector Analysis
January 1, 2024 – March 1, 2026
Evaluated primary and secondary research to assess industry trends, market size, value chain analysis, and competitive positioning of FMCG Sector
Ola Electric Mobility Ltd Annual Report Analysis
January 1, 2024 – March 1, 2026
Analysed management discussion, corporate governance, and consolidated financial statements
Fundamental Equity Analysis of HUL
January 1, 2024 – March 1, 2026
Conducted fundamental equity analysis of HUL through ratio analysis, DuPont framework, peer benchmarking and industry assessment to evaluate profitability, operational efficiency and valuation drivers.
Investment Analysis and Portfolio Construction for a Risk-Averse Investor
January 1, 2024 – March 1, 2026
Conducted Investment Analysis and Portfolio Construction for a Risk-Averse Investor; developed a ₹75 lakh multi-asset portfolio across fixed income, Mutual funds, cash equivalents and gold
Bloomberg Market Concepts
Bloomberg Activities
June 1, 2026 – Present
NISM Series XV: Research Analyst Certification
Unknown
June 1, 2026 – Present
Python for Finance: Investment Fundamentals and Data Analytics
Unknown
June 1, 2026 – Present
Cultural Fit Analysis
The candidate's academic projects and certifications show a clear and focused interest in finance and investment research, aligning well with the target role of Investment Research Analyst. The diversity of projects, from sector analysis to portfolio construction, indicates a broad understanding of the investment landscape. The transition from Civil Engineering to Finance suggests adaptability and a strong drive to pursue a specific career path. The listed skills and certifications demonstrate a proactive approach to professional development, which is a positive indicator for cultural fit in a dynamic research environment.
Soft Skills & Operational Fit
The candidate demonstrates a structured approach to financial analysis through detailed project descriptions and internship responsibilities. The ability to synthesize information from various sources (annual reports, investor presentations) indicates strong analytical and research skills. While direct evidence of soft skills like teamwork or stress handling is limited, the academic and internship projects suggest an organized and diligent work ethic. The previous role as a Site Engineer, though unrelated, shows experience in report preparation and record maintenance, indicating attention to detail.