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Ipsa Jindal

@ipsajindal

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I build investment research, valuation models, and portfolio dashboards that support timely equity decisions.

India

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What I'm looking for

I'm looking to apply my equity research, valuation, financial modelling, and portfolio-monitoring experience in an investment-focused role with meaningful analytical responsibility and growth opportunities.

I've prepared 30+ end-to-end buy-side equity research reports at Northstar Analytics, translating peer screening, valuation, and fundamental analysis into Buy/Hold/Sell recommendations for senior investment decision-makers.

I monitor 20+ covered companies through an automated Excel dashboard and deliver quarterly assessments within 1–2 days of earnings announcements. I also built a quarterly valuation dashboard for 10+ portfolio holdings, saving 4–5 hours per review.

My work spans financial modelling, industry screeners, and AI-model validation, including completing roughly two financial-analysis models daily for a client platform. I supervised two analysts while managing deliverables across 2–3 clients simultaneously.

Earlier, I built performance dashboards at Bank of Baroda and created 10+ investor-ready pitch decks at Pitch Our Way. I'm a CFA Program Level I and Level II candidate with a Bachelor of Commerce in Financial Markets.

Experience

Work history, roles, and key accomplishments

Sr. Investment Research Analyst

Northstar Analytics

Mar 2024 - Apr 2026 (2 years 1 month)

Prepared 30+ end-to-end buy-side equity research reports for a multi-family office, conducting peer screening, valuation and fundamental analysis to formulate Buy/Hold/Sell recommendations. Monitored 20+ covered companies through an automated Excel dashboard and built quarterly dashboards for portfolio holdings.

Equity Research Financial Modeling Valuation Fundamental analysis Excel Capital IQ Peer Review Dashboarding

Wealth Management Operations Intern

Bank of Baroda

Nov 2023 - Feb 2024 (3 months)

Developed performance dashboards for 40+ Senior Relationship Managers, consolidating individual reports to help the Group Head identify underperformance. Managed weekly operations for the Mumbai Digihub Prodigy League across 4 teams, designing team logos and maintaining dashboards to track weekly sales performance.

Dashboarding Excel Operations Management performance reporting

Investment Banking Intern

Pitch Our Way

Dec 2022 - Mar 2023 (3 months)

Designed 10+ investor-ready pitch decks across Tourism, Dairy, F&B and B2B, including a AED1M fundraising deck with market analysis and 5-year financial projections. Worked directly with 7-8 startup founders and cross-functional teams, managing project timelines and deliverables on a weekly basis.

Pitch Decks Market Analysis Project Management PowerPoint