Palak Chandak
Software Equity Research @ Citi | MBA | Chartered Accountant
- Role
- Equity Research Senior Associate at Citi
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Palak Chandak
Currently part of Citi\'s Equity Research team, covering ~20 SaaS and enterprise software…
Experience
Equity Research Senior Associate
Aug 2024 — Present · Getzville, NY, US
Coverage: SoftwareCovering ~20 SaaS and enterprise software companies across the Office of the CFO, HR, automation, and collaboration verticals, including INTU, WDAY, MNDY, WK, BL, VERX, DBX, PEGA, APPN, BOX, OS, DAY, PCTY, ASAN, EXFY, INTA, PAYC. Responsibilities include building and maintaining detailed, KPI-driven financial models, tracking recurring revenue and operational metrics (ARR, NRR, RPO, GRR, margins), and conducting company-specific and thematic research to assess fundamental trends and valuation drivers. Research areas include AI adoption in enterprise software, monetization strategies, cloud migration, vendor consolidation, ESG reporting regulations, and sector M&A activity.
Education
The Institute of Chartered Accountants of India
Chartered Accountant
2014 — 2018
R. A. Podar College of Commerce & Economics
Higher Secondary Certificate
2012 — 2014
University of Rochester - Simon Business School
Master of Business Administration - MBA
2022 — 2024
R. A. Podar College of Commerce & Economics
Bachelor of Commerce - BCom
2014 — 2017
Skills
- Auditing
- Financial Reporting
- Microsoft Excel
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