
Kaushik Shah
@kaushikshah
Equity Research Intern at Purnartha Investment Advisory who supported financial models and validated investment assumptions.
What I'm looking for
At Purnartha Investment Advisory, I reviewed annual reports and investor presentations to verify financial data and catch inconsistencies before they fed into investment analysis.
I assisted in building Excel-based financial models to forecast revenue and assess company performance, and researched revenue drivers and consensus analyst forecasts to help validate investment assumptions.
For a Financial Modelling Program at Fintree Education, I built a DCF valuation and scenario analysis model for Saregama India Ltd. I’m seeking to build a career in finance and investment and apply these skills in a full-time capacity.
Experience
Work history, roles, and key accomplishments
Equity Research Intern
Purnartha Investment Advisory
Nov 2023 - Jan 2024 (2 months)
Reviewed annual reports and investor presentations to verify financial data accuracy. Assisted in building Excel-based financial models and researched revenue drivers and analyst forecasts to support investment decisions.
Education
Degrees, certifications, and relevant coursework
CFA Institute
CFA Level II, Finance
Cleared CFA Level II in May 2024.
Shreemant Shivajiraje Udyanvidya va Krushi Mahavidyalay
Diploma in Agricultural Extension Services for Input Dealers (DAESI), Agricultural Extension Services
2022 - 2023
Pursued Diploma in Agricultural Extension Services for Input Dealers (DAESI) to support family business.
Modern College of Arts, Science & Commerce
Bachelor of Commerce, Commerce
2019 - 2022
Grade: 80.43%
Bachelor of Commerce with 80.43%.
Modern College of Arts, Science & Commerce
Higher Secondary Education (12th), General
2017 - 2019
Grade: 85%
Higher Secondary Education (12th) with 85%.
Shreemant Shivajiraje English Medium School
Secondary Education (10th), General
Grade: 88%
Secondary Education (10th) with 88%.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Job categories
Interested in hiring Kaushik?
You can contact Kaushik and 90k+ other talented remote workers on Himalayas.
Message KaushikGet matched with your dream remote job
Sign up now and join over 250,000+ remote workers who receive personalized job alerts, curated job matches, and more for free!
