Headline

Equity Research Analyst @ Algates Financial | MBA in Finance

About

At Algates Financial, develops data-backed investment theses, delivers actionable insights, and collaborates with the team to generate alpha opportunities. By leveraging analytical and problem-solving skills, supports informed investment strategies and decision-making. Committed to applying a strong foundation in finance and a collaborative approach to drive innovative solutions aligned with organizational objectives.

Location

Bengaluru

AI stack

claude code

gemini

openai

Work experience

Equity Research Analyst at Algates Financial, Aug 2025 - Present · 1 yr 3 mos, Bengaluru, Karnataka, India, Built and maintained 3-statement models + DCF valuations for 10+ companies, supporting high-conviction investment decisions Initiated coverage on 8+ stocks, delivering data-backed investment theses with defined catalysts and target prices Generated 5–7 actionable investment ideas/month, contributing to consistent alpha opportunities Developed and backtested 3+ stock screening strategies on Screener.in and Streak (Zerodha), achieving ~60% hit rate Executed equity & derivatives trades (options/futures) using technical indicators and risk management frameworks, maintaining disciplined position sizing and consistent strategy performance

Management Intern at Interactive Avenues, May 2024 - Jul 2024 · 3 mos, Analyzed campaign financial performance and improved conversion rates by 25% through data-driven optimizations. Conducted ROI analysis on marketing spend, contributing to a 13% increase in client retention. Delivered actionable insights to enhance campaign efficiency and strategic decision-making.

Education

Master of Business Administration - MBA, Finance and Financial Management Services, PSG Institute of Management

Bachelor of Business Administration - BBA, PSG College of arts and science