Jay Mehta
CFA Level lll Cleared
- Role
- Research Analyst at Elios Financial Services
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Jay Mehta
Successfully passed all three levels of the CFA examination on the first attempt…
Experience
Research Analyst
Jan 2024 — Present · Mumbai, IN
Analyzing businesses based on fundamentals 2. Preparing financial models and valuation matrices for the companies under research 3. Providing in depth research reports with good presentation on the companies under coverage 4. Interact with FPI Clients, communicating investment research and responding to requests for models and ad-hoc analysis 5. Meeting company management & attending analyst calls 6. Maintain constant coverage of industry-related news, trends, and developments. Disseminate your insight when appropriate to internal and external stakeholders 7. Make invest recommendations based on the research
Education
Veer Narmad South Gujarat University, Surat
Bachelor of Commerce - BCom
2020 — 2023
CFA Institute (US)
Chartered Financial Analyst
2022
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