Lavleen Sharma Email and Phone Number
Senior Equity Research Associate dedicated to identifying promising investment opportunities through meticulous analysis and forward-looking research. Focused on enhancing alpha generation potential via a disciplined and strategic approach.Key Competencies:• Comprehensive macro and microeconomic analysis• Building detailed, bottom-up financial models from scratch• Applying the Pareto principle to focus on critical revenue drivers• Synthesizing public data for in-depth company insightsNotable Investment Picks:• Progressive Insurance (2019)• Casey's General Stores (2022)• Divi's Laboratories (2023)Expertise in combining top-down and bottom-up approaches to uncover companies with sustainable competitive advantages. Committed to continuous learning and adaptation in dynamic financial markets.Aspiring Portfolio Manager, dedicated to leveraging analytical prowess and market understanding to drive superior portfolio performance.'Our hopes are our possibilities.' - Guided by this principle in pursuit of investment management excellence and client value creation."
Acuity Knowledge Partners
View- Website:
- acuitykp.com
- Employees:
- 6868
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Senior Research AssociateAcuity Knowledge PartnersPune, Mh, In
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Research AssociateMulti-Act Trade & Investments Apr 2021 - Nov 2023Pune, Maharashtra, IndiaHistorical financial analysis of value companies, around the world for:i. Deciphering financial statements through a clear understanding of reportingstandards.ii. Identifying advantage companies. iii. Finding the most suitable valuation method. iv. Resolving psychological biases in the process. v. Correlating company based factors with macro variables. -
ControllerVsm Plast Jun 2019 - Mar 2021Pune, Maharashtra, India1. Conducted annual budgeting and forecast analysis, ensuring alignment with the company’s strategic objectives and operational capabilities.2. Prepared and presented monthly and quarterly profit and loss statements and cash flow reports, providing detailed variance explanations and insights for senior management.3. Managed cash flow planning and project financing, successfully negotiating with banks to secure favorable terms and funding for company initiatives.4. Developed and maintained comprehensive financial models and reports, enhancing the accuracy and efficiency of financial planning and decision- making processes. -
ConsultantSpectra Management Consultancy Pvt. Ltd. Dec 2014 - Dec 2017IndiaFinancial and operational analysis of 8 companies, along with annual budgeting and MIS exercise; Project modellong and NPV/CF evaluation. Companies covered were primarily in the wind energy sector (subsidiaries or sister companies of Suzlon Group) and one in hospitality.
Lavleen Sharma Education Details
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Accounting And Finance -
Cfa InstituteFinance
Frequently Asked Questions about Lavleen Sharma
What company does Lavleen Sharma work for?
Lavleen Sharma works for Acuity Knowledge Partners
What is Lavleen Sharma's role at the current company?
Lavleen Sharma's current role is Senior Research Associate.
What schools did Lavleen Sharma attend?
Lavleen Sharma attended The Institute Of Chartered Accountants Of India, Cfa Institute, Savitribai Phule Pune University.
Who are Lavleen Sharma's colleagues?
Lavleen Sharma's colleagues are Avinash Kumar J, Ankur Gupta, Vidhi Jain, Sneh Srivastava, Anjali Chowdhury, Latasha Patidar, Shivani Dogra.
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Lavleen Sharma
Student At Chandigarh Universitylearning And Exploringc | C++ | Java | Python | Sql | Mysql | Web Development | Ml EnthusiastRupnagar -
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