Open to opportunities

Vaibhav Shah

@vaibhavshah1

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I’m an Equity Research Analyst focused on sector research, valuation, and buy/sell recommendations.

India

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What I'm looking for

I’m looking for an investment role where I can drive sector research, build valuation and forecasting models, and deliver buy/sell recommendations with strong due-diligence. I want a team that values disciplined analysis and helps me grow into deeper portfolio ownership.

I’m an Equity Research Analyst who turns sector trends into investable ideas through rigorous financial statement analysis, modeling, and valuation. I focus on identifying high-conviction opportunities by combining accounting insights with growth and valuation fundamentals.

In my current role at an asset manager, I track sectors such as auto and auto ancillaries, and metals, translating research into clear buy/sell recommendations. I perform due diligence by reviewing annual reports and building financial models, while also supporting periodic research technology assignments for the team.

Previously, I worked as an analyst and helped manage real-world portfolios as a Fund Manager role. I disseminated equity and sector research, built forecasting models, evaluated ESG parameters, and supported fund managers with research reports and investment opinion inputs.

I also gained strong valuation experience through financial valuations and investment banking internships, including business enterprise and intangibles valuation using Purchase Price Allocation and Income/Market/Asset approaches. I’m CFA Level III passed, and I aim to contribute to investment teams by delivering disciplined analysis that helps generate alpha.

Experience

Work history, roles, and key accomplishments

Current

Equity Research Analyst

Current

DSP Mutual Fund

Mar 2024 - Present (2 years 4 months)

Conduct equity research for investment opportunities, including financial statement analysis, financial model work, and due diligence. Provide buy/sell recommendations while tracking auto & auto ancillaries and metals sectors.

Equity Research Financial Statement Analysis Financial Valuation Corporate Finance Financial Modeling Due Diligence Sector Tracking

Equity Research Analyst

ICICI Prudential Life Insurance

Aug 2020 - Feb 2024 (3 years 6 months)

Performed equity and sector research to support investment ideas for fund managers. Conducted forecasting and financial modeling, including ESG parameter evaluation, while tracking metals & mining, auto & auto ancillaries, and beverages sectors.

Equity Research Forecasting Financial Modeling ESG Analysis Stock Tracking Financial Valuation

Investment Banking Intern

Motilal Oswal

Jul 2020 - Aug 2020 (1 month)

Researched sectors and tracked events, industry news, mergers & acquisitions, and PE investment deals. Supported pharma coverage with financial modeling and ongoing outlook preparation, and assisted on live mandates and transactions.

Investment Banking Equity Research M&A Financial Modeling Pharma Sector Coverage Due Diligence

Fund Manager

Samriddhi

Mar 2019 - Jan 2020 (10 months)

Managed a real-world portfolio and generated alpha over the NSE200 benchmark. Conducted equity and sector research, including stock tracking and forecasting to support investment ideas.

Portfolio Management Equity Research Alpha Generation Benchmarking Stock Tracking Forecasting

Financial Valuations Intern

Duff & Phelps

Apr 2019 - May 2019 (1 month)

Performed business enterprise valuation and intangibles valuation using the Purchase Price Allocation method. Assisted in valuation advisory work using income, market, and asset approaches.

Business Valuation Intangibles Purchase Price Allocation Valuation Advisory Income Approach Market Approaches Asset Approach

Investment Head

NMIMS

Led investment coverage activities by developing management contacts and performing fundamental analysis to understand company strategies. Interacted with market participants and contributed to investment opinions through events such as road shows and seminars.

Fundamental analysis Equity Research Investment Opinion Roadshows Seminar Participation Team Leadership