Mahesh Mohankumar
Vice President - Equity Research at Citi | ex - Aranca | ex- CRISIL | ex- Capgemini
- Role
- Vice President - Equity Research at Citi
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Mahesh Mohankumar
A result-oriented professional with over 15 years of experience in investment research, financial modeling, report writing, and valuation across diverse sectors and regions.Profile Summary:Quantitative and Analytical Skills – 15+ years of experience working in investment research role. Sector agnostic and have the ability to compile and analyze data and draw quantitative and qualitative insights.Knowledge of Finance and Accounting – Built financial models from scratch and maintained existing company models. Worked on earnings updates, built/updated industry specific databases. Have contributed to equity research report extensively, including initiation and industry reports. Specialized in Finance during BMS and MBA and have a good understanding of finance and accounting concepts. Also, completed CFA Level 1 from CFA Institute.Project Management Skills – Led equity research buy-side and sell-side projects for global clients. Managed a 20+ team size and provided training, guidance and coaching to help chart the team members career path. Experience in conducting QC and review of team’s work, delegating tasks effectively, managing project timelines and ensuring compliance with project management system.Business Development Skills – Managed client relationships and assisted management in identifying / developing opportunities to grow the business relationship beyond existing engagement. Experience in creating proposals, managing pilot projects and drafting service level agreements/contracts. Experience in creating content pieces and sanitized work samples/ case studies to showcase capabilities to prospective and existing clients. Coordinated with the sales team in pre-sales function including email campaigns, building lead pipeline, and sharing technical know-how for client meetings.Communication Skills – Interacted closely and coordinated with international clients across all assignments. Proficient in people management, demonstrating strong skills in team building and conflict resolution and fostering open communication and collaboration.L&D & Recruitment Skills – Handled performance appraisals and identified the team member’s skill sets for efficient mapping of resources across the projects. Conducted trainings for the team and identified training needs through regular interactions. Supported HR in recruitment through candidate screening, assignment evaluation, and technical interviews.Other Skills – Knowledge of MS Office, Bloomberg, FactSet, Capital IQ, Refinitiv Workspace, Datastream, AlphaSense, ChatGPT4.0, Tableau, PowerBI, and Factiva.
Experience
Vice President - Equity Research
Sep 2024 — Present · Mumbai, IN
European Pharma & Biotech Sector European Luxury Goods Sector (prior role)
Education
S.K.Somaiya College of Arts, Science & Commerce
BMS, Finance
2005 — 2008
G.H Raisoni College Of Engineering & Management, Pune
MBA, Finance
2009 — 2011
Skills
- Ipo Research
- Fixed Income
- Industry Research
- Business Information
- Valuation
- Risk Management
- Team Management
- Bloomberg
- Thompson One
- Equity Research
- Fundamental Analysis
- Portfolio Management
- Business Research
- Derivatives
- Financial Analysis
- Bloomberg Terminal
- Capital Markets
- Credit Analysis
- Dcf Valuation
- Equities
- Corporate Finance
- Dcf
- Equity Valuation
- Financial Modeling
- Alternative Investments
- Private Equity
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