Jay Mehta

CFA Level lll Cleared

Role
Research Analyst at Elios Financial Services
Location
Mumbai, IN
LinkedIn followers
500 followers
Research & DevelopmentView LinkedIn profile

About Jay Mehta

Successfully passed all three levels of the CFA examination on the first attempt…

Experience

  1. Research Analyst

    Elios Financial Services

    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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Jay Mehta — Research Analyst at Elios Financial Services in Mumbai, IN | Unifers