Wertpapieranalyst/in

Financial accounts, Management accounts, Costing and auditing, Portfolio management, Economics

- Developing strategy and investor pitch for SMEs and early stage companies
- Act as sparring partner for SME clients to help sharpen their strategies for business and markets
- Research and analyse competition and target markets
- Financial modelling and forecasting, and identifying possible exit valuation
- Designing and development of customized solutions for large corporates to manage their internal innovation portfolio and ventures.

- Assisted a early stage studio with business development and investor scouting assignments

- In-charge of reporting on the Indian Pharmaceuticals sector, I actively covered 12 leading companies in the sector.
- Analysis reports of companies included financial statement analysis, periodic performance reports, event updates, therapy and market strategies, and analysis of acquisitions.
- Marketed reports to institutional investors and made several presentations recommending changes to their portfolio within the specific sector
- Created and ran a monthly Indian pharma industry update report based on AIODC market database.

- Generated and maintained financial models for forecasting financial performance of pharmaceutical companies.
- Provided timely updates and analysis of events and financial results of companies under coverage.
- Make presentations to our institutional investor clients
- Communicated with corporate and institutional clients for regular updates, meetings and inputs for analysis.

- Prepared and maintained forecasting models for companies in textiles and tea sectors.
- Data mining to stay up-to-date with the developments in the sector and stock under coverage.
- Provided support to senior analyst in research and report writing on the Textiles sector.
- Independently covered companies in the Indian Tea sector.
- Coordinated with investor relations teams in companies to get inputs for accurate forecasting.

- Assisted a senior analyst with data gathering and other ad-hoc tasks for industry research.
- Mining and preparing exchange and stock data based on specific client requests.

1. E2 - Project and Relationship Management
2. P2 - Advanced Management Accounting
3. F2 - Advanced Financial Reporting

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Prüfungs-Zertifikat auf Niveau B2

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