Utsav Agarwal Email and Phone Number
Utsav Agarwal work email
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Utsav Agarwal personal email
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Utsav Agarwal is a Senior Lead - Investment Research at Fidelity | IIM Kozhikode | IIT Roorkee | CFA Level 3 at Fidelity International. He possess expertise in valuation, financial modeling, investment banking, business analysis, market research and 9 more skills.
Fidelity International
View- Website:
- fidelityrecruitment.com
- Employees:
- 7459
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Senior Lead - Investment Research (Equity)Fidelity International Oct 2022 - Present -
Lead - Investment ResearchFidelity International Jan 2019 - Sep 2022 -
Senior Associate - Investment ResearchFidelity International Jan 2017 - Dec 2018Gurgaon, Haryana, India -
Research AssociateHaitong Securities Nov 2015 - Dec 2016Mumbai Area, India► Performed fundamental research for Indian Logistics, Capital Goods and Consumer Electricals sector (covering 14 stocks), gathered and analyzed industry, company and macro-economic data to provide Buy/Sell/Hold stock recommendation ► Analyzed financial statements, developed and maintained financial models for all the covered stocks to arrive at the fair valuation target price using appropriate valuation techniques ► Interfaced with top executives and conducted one-on-one interviews with senior management/Investor relations of companies worth ~4bn USD ► Successfully organized the event ‘Expert access day’ where we hosted a coal mining expert for 7 meetings with key clients with a combined AUM of ~35bn USD ► Developed connects with consumer electrical dealers with extensive primary research, which played a great role in writing a research piece highly appreciated by the clients ► Responded to key company events and financial results with appropriate real time analysis for clients ► Generated insights by analyzing sector trends and evaluating strategies of companies, and contributed towards writing company research reports and detailed industry research reports -
Associate AnalystHsbc Global Banking & Markets May 2013 - Oct 2015Bengaluru Area, India► Performed fundamental research for UK Housebuilding sector (covering 11 stocks)► Worked on an IPO deal preparation for a UK Mid-cap Housebuilding company (Revenue: £400-500mn); built financial model and played a key role in production of the research note with HSBC fair valuation range► Spearheaded the development of a new quarterly product “Land Price Tracker”, the first of its kind, a widely appreciated and well sought after product by the HSBC clients► Played a key role in developing HSBC’s proprietary tool “5 Pillar Approach to Pick Winners” which was widely appreciated and used by clients► Dealt with the client requests by providing appropriate qualitative and quantitative bespoke research► Complemented and executed research ideas driven by onshore Equity Analyst by performing required analysis using data sources such as Datastream, Eikon, BloombergAchievements► Rated 1 on 4 (1= Top performer) in 2014 for continued exceptional performance ► Awarded “Star of the Year 2014”, presented to only 1 among 160 Analysts in HSBC Global Research, Bangalore, for high work commitment, quality and output► Awarded “Service Excellence ChampionQ1 2014” for excellence in client service -
Management TraineeLarsen & Toubro Limited Jul 2010 - May 2011Surat Area, India► Managed quality control for fabrication of Off-Shore Oil Drilling Platforms for ONGC project► Analyzed weekly performance statistics of nearly 300 welders and assigned them to critical jobs- Actively planned man-hours of efficient welders to reduce the welding repair percentage► Point of contact for Third Party Inspectors for weekly project reviews and daily job clearances► Handled inventory of key consumables for low defect tolerance welding joints to reduce stock-outsAchievements► Acknowledged as “Star Performer” for two consecutive quarters in performance evaluation ► Proposed and assisted implementation of automatic welding setup - reduced cycle time by 20%
Utsav Agarwal Skills
Utsav Agarwal Education Details
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Cfa Institute, UsaCleared Level 3 Of Cfa Examination -
Metallurgical & Materials Engg.
Frequently Asked Questions about Utsav Agarwal
What company does Utsav Agarwal work for?
Utsav Agarwal works for Fidelity International
What is Utsav Agarwal's role at the current company?
Utsav Agarwal's current role is Senior Lead - Investment Research at Fidelity | IIM Kozhikode | IIT Roorkee | CFA Level 3.
What is Utsav Agarwal's email address?
Utsav Agarwal's email address is ut****@****k.ac.in
What schools did Utsav Agarwal attend?
Utsav Agarwal attended Indian Institute Of Management, Kozhikode, Cfa Institute, Usa, Indian Institute Of Technology, Roorkee.
What are some of Utsav Agarwal's interests?
Utsav Agarwal has interest in Avril Lavigne, New Delhi, Roorkee (Iitr), Mindjolt, Indian Ocean, Mtv, Top Gear (British Tv Series), Friendship, Ratan Tata, Californication (Tv Series).
What skills is Utsav Agarwal known for?
Utsav Agarwal has skills like Valuation, Financial Modeling, Investment Banking, Business Analysis, Market Research, Microsoft Excel, Microsoft Office, Business Strategy, Financial Analysis, Corporate Finance, Equity Research, Data Analysis.
Who are Utsav Agarwal's colleagues?
Utsav Agarwal's colleagues are Harshvardhan Shah, Kalpna Kukreti, Kemal Kemal, Rajesh Shah, Ashraf Rizvi, Justina Jakstaite, James Ochiltree.
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