Redhill, England, United Kingdom
Senior Equity Research professional with 6+ years of experience in equity analysis, valuations, and portfolio management. Proven track record of delivering high-conviction investment ideas across technology, retail, banking, and real estate sectors. Expert in modernizing equity research through AI and machine learning.
AI-Powered Research Automation: Implemented LLM-based earnings call analysis system (ChatGPT, Claude) to automatically extract management commentary, guidance changes, and key themes. Result: Reduced research report preparation time by 40% while improving coverage consistency and enabling team to cover 5+ additional securities per week. Financial Document Intelligence: Developed AI-assisted workflow to parse and analyze quarterly earnings reports (10-K, 10-Q), earnings transcripts, and investor presentations. Automated extraction of key financial metrics, forward guidance, and competitive insights with minimal manual review. Research Productivity: Leveraged prompt engineering and LLM-based research assistant tools for competitive landscape analysis and sector trend identification, synthesizing proprietary and public data to validate and stress-test investment theses. Investment Committee Presentations: Delivered quarterly and ad-hoc presentations to institutional investors, pitching high-conviction ideas with compelling investment narratives, catalysts, and risk assessments. Portfolio Support: Conducted detailed company deep-dives, competitive analysis, and valuation sensitivity analyses (DCF, trading comps, SOTP) to support portfolio manager decision-making and identify alpha opportunities.
Responsibilities: •Prepare comprehensive equity research reports in accordance with key drivers and thesis and data available publicly and delivered presentation. •Collate data from Bloomberg terminal, press releases and attend conference calls. •Monitor news flows and evaluate relevant news and events of portfolio of semi-conductor and technology-based US and European companies. •Built fully comprehensive Financial dynamic three statement and Discounted Cash Flow (DCF) and Sum of The Part Valuation (SOTP) models in accordance with the US GAAP and IFRS framework. •Support findings with various valuation models aligning with ESG framework where applicable. •Consolidation of information and assess risks associated with equity investment in various portfolio of public companies. •Actively pitch investment ideas with detailed presentations highlighting catalysts, growth opportunities and risks associated the share price of portfolio of companies. •Acquire and share information across team of analysts. •Finalising Equity Research Reports on ad hoc basis and meet deadlines. •Conduct sensitivity analysis of stock price and identify the mispricing of stock. • Collaborate with sell side Analyst and with traders and evaluate earnings estimates. •Built detail dynamic transaction Comparable models and evaluate sensitivity of comparable companies. •Meet with clients and coordinate with team of Credit and sell-side analysts to discuss market trends, assess macro-economic situation, generate ideas and investment thesis.
Responsibilities: •Presented and analyse performance and process due diligence of M&A Transactions and review documents. •Prepare investment memorandums and presentations. •Collect information from proprietary databases to identify, quantify and analyse financials information. •Write investment memos in accordance with the underlying thesis. •Built full three statement financial models to identify acquisition benefits and comprehend financials to determine possible acquisition targets. •Comprehend and collate data of technology trends, industry verticals, deal flow, venture investment trends and other relevant topics to present to the team members. •Prepare valuation analyses and evaluate key valuation metrics of both public and private companies. •Liaise with team on sourcing and managing the workflow and meet deadlines. •Collaborate, share, generate ideas with team, source and negotiate financing term sheets.
Responsibilities: •Analysed financial information and produced forecasts of various industry sectors from Technology to Communication Services sector. •Analysed and summarized research findings. Built financial models and prepared reports around these findings. •Reporting to investment managers and external clients on investment performance, preparing reports and attribution graphs. •Preparing weekly/monthly Lipper hindsight, Bloomberg and other reports, ensuring reports are completed in a timely and accurate way. •Supported senior research analysts in developing ideas and products for the industry. •Agree performance metrics against measure funds/portfolios accordingly. •Gather, compute, and analyse investment performance data. Presented written reports and delivered presentations. •Analysing of benchmark performance results against closest comparators. •Monitoring pricing and investment performance of individual and collective investments. •Preparing total fund index returns. •Monitoring and drawing appropriate comparisons between market indicators and investment performance. •Support M&A and other financial advisory engagements, including building and maintaining Excel models related to modelling debt, swaps, and other financial ratio analysis. •Assisting with the on-going development of performance analysis reporting information. •Developed sound knowledge of Global Investments Performance Standards (GIPS).