Kriti Bansal
Equity Research Analyst
kriti.bansal@example.com · +91 99XXX XXX56 · Ahmedabad, Gujarat · linkedin.com/in/kriti-bansal-example
Summary
Equity research analyst with 3 years of sell-side experience covering 14 auto ancillary and capital goods companies at a mid-size brokerage. Builds detailed earnings models, writes initiating coverage and quarterly result notes, and presents ideas to institutional clients. NISM Series XV certified and CFA Level II candidate.
Skills
- Financial modelling
- Earnings forecasting
- DCF and relative valuation
- Initiating coverage reports
- Quarterly result analysis
- Bloomberg
- Capitaline and ACE Equity
- Advanced Excel
Core skills
Sector research · Report writing · Client presentations · Management interaction · Independent judgement
Work experience
Research Analyst, Auto and Capital Goods, Sabarmati Securities Ltd, Ahmedabad
Jan 2024 – Present
- Cover 14 listed auto ancillary and capital goods companies with a combined market capitalisation of about ₹2.1 lakh crore.
- Published 5 initiating coverage reports and 90+ quarterly result updates, with earnings estimates within 5% of reported EBITDA in 70% of cases.
- Recommended 6 buy ideas in FY 2025-26, of which 5 outperformed the Nifty by 8 to 22 percentage points over 12 months.
- Organise plant visits and management meetings for institutional clients and present sector views on weekly morning calls.
Research Associate, Narmada Wealth Research Pvt Ltd, Ahmedabad
Jun 2023 – Dec 2023
- Updated financial models and comparables for 25 mid-cap companies across 3 sectors.
- Tracked monthly auto sales, commodity prices and order inflows for sector dashboards.
- Drafted sections of 2 thematic reports on electric vehicle components and railway capex.
Education
MBA, Finance
2021 – 2023
Gujarat Institute of Finance and Management, Ahmedabad · 8.4 CGPA
B.Tech, Mechanical Engineering
2016 – 2020
Rajasthan Engineering College, Kota · 7.9 CGPA
Certifications
- NISM Series XV: Research Analyst, NISM, Sep 2023
- CFA Level I (passed), CFA Institute, May 2024
Languages
English (Fluent) · Hindi (Native) · Gujarati (Conversational)