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Suraj Walke

@surajwalke

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Equity Research Analyst skilled in financial modeling and fundamental equity research.

India

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What I'm looking for

I seek a client-focused research or investment role where I can apply rigorous fundamental analysis, contribute to portfolio decisions, grow in valuation expertise, and work within a collaborative team that values research-driven investment outcomes.

I am an Equity Research Analyst with postgraduate training in global financial markets and hands-on internship experience supporting wealth management operations. I build DCF and multiples-based valuations, conduct sector and macro analysis, and deliver client-focused equity reports that identify alpha-generating opportunities.

I have supported end-to-end client lifecycles, produced daily market updates, and assisted business development while developing product knowledge across equities, debt, alternatives, and structured products. I am committed to rigorous, objective research, strong risk assessment, and clear communication of investment insights.

Experience

Work history, roles, and key accomplishments

Wealth Associate Intern

Upright Wealth

Apr 2025 - Jul 2025 (3 months)

Supported end-to-end client lifecycle and advisory operations while conducting macro, sectoral, and product-level research; prepared daily market updates and assisted business development activities that improved client engagement and operational record-keeping.

Equity Research Financial Modeling Market Analysis Client Onboarding CRM Microsoft Excel Mutual Funds

Education

Degrees, certifications, and relevant coursework

FinX Institute Ltd

Master of Management Studies, Global Financial Markets

2024 -

Pursuing MMS in Global Financial Markets with practical projects including fundamental analysis and DCF models on Thyrocare Technologies and TVS Motors, and a research report on customer satisfaction for SBI and HDFC Bank.

D. G. Ruparel College

Bachelor of Management Studies, Finance

2021 - 2024

Activities and societies: Volunteer in hospitality department of AARAMBH fest

Completed Bachelor of Management Studies with a finance specialization and volunteered in the hospitality department for the departmental fest AARAMBH.