Warren Lobo

Equity Research Analyst at HDFC Pension Fund | Ex-SBI Pension Funds | Ex-Phillip Capital

Role
Equity Research Analyst at Hdfc Pension
Location
Mumbai, MH, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Warren Lobo

Experienced professional with a strong foundation in financial analysis, valuation, portfolio management, and market research built across some of the industry\'s most respected institutions.My work sits at the intersection of rigorous financial modelling and investment decision-making — whether it\'s dissecting balance sheets, building valuation frameworks, or translating complex financial data into actionable insights for long-term capital allocation.I\'m a continuous learner at heart — I\'ve read widely across finance and investing, and I believe the best conversations happen when knowledge flows both ways. If you think I can help bridge a gap for you, I\'m always glad to. And if you think you can bridge one for me, I\'m all ears.Open to discussions on equity research, BFSI sector dynamics, investment products, or anything finance — feel free to reach out or drop me a line at w••••••••@gmail.com

Experience

  1. Equity Research Analyst

    Hdfc Pension

    Sep 2025 — Present

    Conducting fundamental analysis across the BFSI sector with soft coverage on Real Estate & Metals, identifying best-positioned companies for portfolio inclusion. Exhaustive sector coverage with a focus on developing deep industry expertise; preparing structured investment notes and presenting findings to the Investment Committee. Building and maintaining Excel-based financial models for company performance assessment, valuation analysis, and investment decision support. Tracking sector-specific news, macroeconomic developments, regulatory changes, and industry trends to maintain current and informed coverage. Generating actionable stock recommendations backed by rigorous research, with a focus on risk-adjusted return potential. Collaborating with the Fund Manager on a range of activities including Investment Committee presentations and strategic portfolio reviews.

Education

  • The ICFAI University, Dehradun

    Master of Business Administration - MBA, Finance, General

    2016 — 2018

  • Gokuldham High School and Junior College

    10th, I.C.S.E.

    2009

  • IBS Mumbai

    MBA - Master of Business Administration, Finance, General

    2016 — 2018

  • University of Mumbai

    Bachelor of Management Studies, Finance, General

    2011 — 2014

  • Thakur College of Science & Commerce

    12th, H.S.C.

    2011

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Warren Lobo — Equity Research Analyst at Hdfc Pension in Mumbai, MH, IN | Unifers