Ankush Kathuria Cfa, Frm Email & Phone Number

India

India

Apart from my current coverage of the Ports and Terminals sector, I will also take over the container sector and will be heading the quality of the complete financial research division. In my new role, I will also actively participate in the hiring and business development activities.

Gurugram, Haryana, India

Responsible for equity coverage of 11 Ports and Terminals companies. Author of "financial performance section" of the company's flagship product of "Ports and Terminal insight" and "Annual Review of Global Container Terminal Operators".

Gurugram

Presently, manages a portfolio of 11 port and Terminal companies.Work profile includes writing a detailed equity report on the companies under coverage, building comprehensive financial models and understanding industry dynamics including competitive landscape and revenue/cost drivers.

New Delhi, India

• Analyzed and provided recommendations on European non-food retail stocks.• Wrote detailed investment thesis post analyzing business models, sector, ESG and quantitative factors.• Performed comprehensive peer analysis and competitive benchmarking.• Scheduled calls with investor relations department for better understanding of industry prospects.• Created presentations and communication materials for industry events, conferences and HNI investors. • Handled client queries and executed ad-hoc research projects with strict deadlines.• Well versed with advance excel (power pivot, goal seek, scenario analysis, data table and solver) and databases/data sources (Capital IQ, Bloomberg, Thompson Reuters, Factset and Factiva).

Gurgaon- India

• Worked as an analyst with global clients ranging from an investment bank to an insurance company, analyzed/tracked their investments and conducted performance attribution studies.• Supervised a team of research professionals tasked with writing quarterly and annual earnings’ update; highlighting important financial and industry trends; and building probability of default (PD) addendum.• Assisted in team utilization (productivity and quality) and manpower allocation.• Conducted in-house investment trainings for associates in the financial services team.• Responsible for tracking and analyzing the impact of news related to companies in the client portfolio.

Gurgaon, India

• Prepared credit risk assessment reports of electric utilities operating in the US and Europe.• Developed financial models, analyzed financial positions, and conducted peer / SWOT analysis.• Continuous monitoring & surveillance of assigned industry/portfolio, including rating changes, financial/industry development, news events etc.