Atharva Bhutada
STEM MS Finance at Babson College | Equity Research Analyst | Financial Modeling | Fundamental Analysis | Valuation |
- Role
- Financial Analyst at Wincap Financial
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Atharva Bhutada
Hey I am a results oriented Babson MSF graduate with a track record of translating…
Experience
Financial Analyst
Sep 2025 — Present · US
Performed equity research on portfolio holdings, recommending reallocations that reduced CVS exposure and increased allocations to KLA, optimizing risk-adjusted returns of 10% in one month• Generated 10 monthly investment ideas using an algorithmic stock scoring system built on third-party research (Fairfield, Empirical ), combining fundamental analysis with quantitative scoring to drive recommendations that contributed to portfolio alpha• Managed portfolio construction, reviewing 6+ asset allocations using Black Diamond to identify overweight/underweight positions and executing rebalancing strategies• Contribute to weekly investment meetings with advisors and senior management, providing updates on earnings call summaries, portfolio strategies, new investment ideas, and news updates to ensure alignment with investment goals and clients risk appetite.• Integrate FactSet FDS codes into Excel, automating real-time updates for portfolio monitoring, risk attribution, and performance reporting, improving efficiency and reducing manual tasks.• Track and analyze model portfolio performance sector by sector against the S&P 500, identifying lagging areas and providing attribution insights and risk management recommendations.• Monitor cash levels, tracking portfolio additions, withdrawals, and overdrafts to ensure optimal liquidity management and timely reallocation of funds in client accounts.
Education
The Bishop's School
10th
2004 — 2016
Bennett University
Bachelor of Business Administration - BBA
2018 — 2021
The Bishop's School
12th
2016 — 2018
NYU Stern School of Business
Valuation (Online Course) (Aswath Damodaran
2025 — 2025
Babson F.W. Olin Graduate School of Business
Masters (STEM)
2024 — 2025
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