United States
I am a Financial Analyst with a strong focus on investment research, quantitative analysis, and factor-based equity modeling across public markets. My work spans both quantitative and fundamental research. On the quantitative side, I build multi-factor equity models incorporating valuation, profitability, growth, momentum, and risk signals. I generate cross-sectional rankings and decile-based expected return forecasts across multiple horizons, including 1-month, 6-month, 12-month, and long-term (~254 trading-day) periods. I also conduct market heat and regime analysis to evaluate crowding, volatility sensitivity, and risk concentration. On the fundamental side, I perform financial statement analysis across income statements, balance sheets, and cash flows, and apply valuation frameworks to ensure quantitative signals remain economically grounded. My approach emphasizes disciplined research processes, robustness, and interpretability rather than short-term speculation. I have experience building end-to-end research pipelines using Python, including data cleaning, factor construction, performance validation, and insight generation. My work mirrors institutional buy-side research practices, combining data-driven analysis with financial reasoning to support investment decision-making. I am actively seeking Financial Analyst, Investment Analyst, or Research Analyst roles in asset management, investment research, or analytical finance teams where rigorous research and long-term thinking are valued.
• Built professional multi-factor equity models across large-cap and broad-market universes, integrating valuation, profitability, growth, momentum, and risk factors. • Developed cross-sectional ranking and decile-based frameworks to evaluate relative stock performance and expected returns. • Generated forward-return forecasts across multiple horizons (1-month, 6-month, 12-month, and ~254-trading-day periods). • Designed market heat and regime analysis indicators to assess volatility conditions, factor crowding, and risk concentration. • Conducted financial statement analysis and valuation modeling to validate quantitative signals with underlying fundamentals. • Translated complex quantitative and financial analysis into clear, investment-ready insights for decision-making.
• Managed monthly and quarterly financial reporting for $50K+ event budgets, ensuring accuracy, transparency, and GAAP compliance across departments. • Reconciled multi-department financial data and resolved variances to support institutional reporting and audit readiness. • Built KPI dashboards and variance analysis reports to support investment-related research, presentations, and stakeholder decision-making. • Collaborated with cross-functional teams to implement cost-control initiatives, reducing total event spend by approximately 20%. • Partnered with procurement and operations teams to improve approval workflows, reporting accuracy, and financial controls. • Applied financial analysis and modeling techniques, including variance analysis and budgeting frameworks, to support planning and performance evaluation.
• Built and maintained three-statement financial models to support corporate planning, working capital forecasting, and profitability analysis. • Conducted variance analysis on actuals versus budget, providing actionable insights and commentary for senior management reviews. • Supported strategic decision-making through valuation analysis, including DCF, WACC, IRR, and market-based methodologies. • Assisted with M&A-related financial analysis by evaluating investment scenarios, cash flow projections, and return profiles. • Improved financial reporting accuracy by standardizing modeling assumptions and reconciliation processes across departments. • Worked closely with finance and operations teams to translate financial data into decision-ready insights.
• Supported monthly reconciliation and legal risk reporting during M&A due diligence. • Contributed to investment review meetings by preparing financial summaries aligned with SEBI and FEMA requirements. • Worked cross-functionally with compliance and finance teams to support regulatory filings and audits.