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Profile Id: 135844    10-Sep-2017
Title:   Financial Analyst and Editor
Name:   SAMIK SENGUPTA (BE (Electronics & Telecom), MBA Finance)
Location:   Mumbai - Maharashtra -
Address:   Flat 1501, Tower 1, Spring Grove, Lokhandwala Township, Kandivali East, Mumbai - 400101.
Mumbai - Maharashtra -
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Finance / Investment / Accounting  
  • Investment Analyst

Dear Patron ,

I prefer type of work - Part-Time, Contract Basis. Expecting remuneration in terms of Hourly Basis of appx. Rs.1000 Per Hour.

My Skill - 12+ years of experience in equity research (banking, insurance, media and telecom sectors) in a bulge bracket investment bank and India`s largest credit rating rating agency. Qualified Supervisory Analyst (FINRA Series-16), engaged in editing and vetting of financial research.

My prefered location for assignment - Anywhere, Mumbai - Anywhere

Jobs handled -

Role: Supervisory Analyst (Bulge bracket Investment Bank, Mumbai)

Mar’17 – Present


• Vetting research for compliance with FINRA/NYSE regulations and Citi guidelines

• Editing research for quality, clarity, commerciality, style and grammar

• Liaise with analyst teams, publications and legal/compliance

Role: Senior Associate – BFSI, Telecom, Media (Citigroup Global Markets, Mumbai)

Nov’09 – Feb’17


• Analyzing and forecasting business trends and identifying investment opportunities

• Initiating coverage on multiple companies

• Write company and sector Alerts, short notes, reports and thematic pieces

• Detailed financial modeling, forecasting and valuation

Role: Senior Research Analyst - Banking and Insurance (Crisil Global Research, Chennai)

Jun’07 - Oct’09


• Coverage of South African Banking and European Re-insurance sector

• Financial modeling, report writing, presentations

• Manage client projects from conceptualization to delivery

Role: Research Associate - Banking and Telecom (Zacks Investment Research, Kolkata)

Oct’05 - May’07


• Maintain and expand coverage of the sector

• Financial modeling and writing Independent Research reports for Sell-side clients

I give you few of the references as below:
Reference 1
Reference 2
Reference 3
Zacks Research.
Tata Consultancy.

Job-specific details:

Initiated coverage on US Banks,Australian Media and Entertainment sectors

Co-authored Investor Education reports for Media and Entertainment sector IPOs