Headline

Equity Research (Institutional) | CFA Level 1 Cleared |

About

Equity Research Associate at Arihant Capital Markets, covering Building Materials, Capital Goods (Graphite Electrodes), and Petrochemicals for the Institutional Equities desk. Authored initiating coverage and thematic sector reports from thesis to publication, independently. My most recent work is a 50+ page sector thematic on the Graphite Electrode Industry with dual IC coverage on HEG Ltd. and Graphite India Ltd., distributed to institutional clients. A prior IC on Rain Industries rallied significantly post-publication, cited by clients for its differentiated CPC supply-constraint analysis. My edge is primary research: plant visits, dealer channel checks, and export-import data analysis that goes beyond consensus to find where management guidance diverges from ground reality. What I do: → Three-statement financial modelling with DCF & EV/EBITDA frameworks → Sector thematic & initiating coverage reports for institutional buy-side distributions → Earnings estimate builds, KTA structuring, and quarterly earnings call coordination → Channel checks and plant visits across Building Materials & Industrial commodities Credentials: CFA Level I Cleared | NISM Series XV – Research Analyst | B.Com, University of Mumbai Open to sell-side Equity Research roles (Analyst / Associate) across Building Materials, Industrials, and Capital Goods coverage. 📩 rohanbarnw1999@gmail.com

Location

Mumbai

Work experience

Equity Research Associate at Arihant Capital Markets Ltd, Feb 2025 - Present · 1 yr 5 mos

Equity Research Intern at Arihant Capital Markets Ltd, Aug 2024 - Jan 2025 · 6 mos

Associate at Arihant Capital Ltd, Aug 2024 - Present · 1 yr 11 mos, Equity Research, Institutional – Building Material | Electrodes | Petrochemicals

Middle Office Analyst at State Street, Sep 2023 - Nov 2023 · 3 mos, Mumbai, Maharashtra, India

Associate (KPO) at State Street Syntel Services Private Limited (Financial Kpo), Aug 2022 - Sep 2023 · 1 yr 2 mos, Navi Mumbai, Maharashtra, India, As an investment operations analyst, I have the opportunity to work with various financial instruments in both the OTC and capital markets. One of my key responsibilities is to monitor and manage the variation margin breaks for OTC Trades and ensure that it is properly balanced. To do this, I must maintain an analytical mindset and a positive attitude, constantly assessing data and making informed decisions about ongoing solutions for margin breaks and client movements. Additionally, I am responsible for preparing reconciliation reports for all trades and presenting them to seniors and onshore. This helps me develop my analytical skills and attention to detail. Overall, this job is challenging but rewarding, allowing me to apply my knowledge and develop my skills in the field of investment operations."

Assistant Manager at Kotak Securities, Feb 2021 - May 2022 · 1 yr 4 mos, Thane, Maharashtra, India, As an Assistant Manager in Customer Relationship of Global Investment Desk at Kotak Securities, I played a key role in helping clients invest in the US market, particularly in NYSE and Nasdaq. My responsibilities included providing personalized assistance to clients in their investment decisions, guiding them through the investment process, and ensuring that they receive timely and accurate information about their investments. During my tenure, I gained extensive knowledge and skills in equity sales and equity derivatives. I also developed a deep understanding of SEC regulatory and trading requirements, which enabled me to provide clients with sound investment advice and recommendations. Additionally, I have good hands-on experience in using excel and data presentation tools to effectively communicate investment information to clients, and to analyze market trends and patterns. Overall, my experience in Kotak Securities has helped me develop a strong foundation in the global investment market, and has honed my skills in customer support, equity sales, equity derivatives, SEC regulatory and trading knowledge, and data analysis and presentation.

Assistant Manager at Kotak Securities, Feb 2021 - May 2022 · 1 yr 4 mos, Kotak Securities - Assistant Manager, Global Investment.

Education

Equity Research Cohort, Equity Valuation, Financial Statement Analysis, Report Writing, Sector Analysis, The Valuation School

Bachelor of Commerce - BCom, Accounting and Finance, Mumbai University Mumbai