Yash Agarwal, Cfa Email and Phone Number
• A Competent Professional with 9 years of experience in equity research and valuation in Auto, Auto parts, and metal sector for India region.• Good understanding of the company valuation such as DCF, Relative valuations, SOTP, DDM, etc. with hands-on experience in building financial models from scratch• Writing well-structured initiation, quarterly earnings and sector/thematic reports• In-depth knowledge of various sectors with focus on key drivers, dynamics, trends and indicators• Knowledge of working on databases such as Bloomberg, Capital IQ, Reuter, Factiva and other financial databases
Fidelity International
View- Website:
- fidelityrecruitment.com
- Employees:
- 7459
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Lead-Investment ResearchFidelity International Nov 2022 - PresentGurugram, Haryana, India• Key responsibility of tracking companies under coverage for Auto & Logistic sector (US & Europe) and working on new investment ideas/thesis in Industrial sector.• Understanding sector drivers and forecasting company's financial statements. Tracking the assigned sector on a regular basis to cover news/events/updates/themes.• Building detailed models from scratch and updating models for earning results, guidance changes, M&A, spin offs & any company specific news.• Prepare pro-forma models in advance of a planned transaction such as Merger & Acquisition, debt/equity raising and debt restructuring / refinancing transactions.• Writing well-structured initiating coverage, quarterly earnings and sector/thematic reports.• Data-intensive tasks such as screening of relevant securities and funds from large database. Build and update sector databases in Excel. -
Research SpecialistFidelity International Oct 2021 - Oct 2022Gurugram, Haryana, India• Key responsibility of tracking companies under coverage for Auto & Logistic sector (US & Europe) and working on new investment ideas/thesis in Industrial sector.• Understanding sector drivers and forecasting company's financial statements. Tracking the assigned sector on a regular basis to cover news/events/updates/themes.• Building detailed models from scratch and updating models for earning results, guidance changes, M&A, spin offs & any company specific news.• Prepare pro-forma models in advance of a planned transaction such as Merger & Acquisition, debt/equity raising and debt restructuring / refinancing transactions.• Writing well-structured initiating coverage, quarterly earnings and sector/thematic reports.• Data-intensive tasks such as screening of relevant securities and funds from large database. Build and update sector databases in Excel. -
Associate Research SpecialistFidelity International Dec 2016 - Oct 2021Gurgaon, Haryana, India• Key responsibility of tracking companies under coverage for Auto & Logistic sector (US & Europe) and working on new investment ideas/thesis in Industrial sector.• Understanding sector drivers and forecasting company's financial statements. Tracking the assigned sector on a regular basis to cover news/events/updates/themes.• Building detailed models from scratch and updating models for earning results, guidance changes, M&A, spin offs & any company specific news.• Prepare pro-forma models in advance of a planned transaction such as Merger & Acquisition, debt/equity raising and debt restructuring / refinancing transactions.• Writing well-structured initiating coverage, quarterly earnings and sector/thematic reports.• Data-intensive tasks such as screening of relevant securities and funds from large database. Build and update sector databases in Excel. -
AssociateSutherlandglobal.Com Feb 2015 - Nov 2016Mumbai, Maharashtra, India• Working in an individual contributor role providing equity research support to UK based client in European transport sector.• Tracking the assigned sector on a regular basis to cover news/events/updates/themes. • Building dynamic financial model from scratch and updating them for the stocks under coverage on a periodical basis.• Understanding sector drivers and forecasting company's financial statements. Prepare pro-forma models in advance of a planned transaction, such as Merger & Acquisition, Debt/Equity raising and Debt Restructuring / Refinancing transactions.• Provide analyst views supplemented with in-depth earnings forecasts and valuation estimates. • Extensive company valuation involving approaches such as DCF, Relative valuation, SOTP etc.• Writing well structured and crisp initiating coverage reports, Quarterly Earnings reports and sector/thematic reports.• Writing news flashes (industry & company) explaining the quantitative and qualitative impact of industry developments (e.g. new acquisition, management change, guidance change etc). Building and updating sector databases in Excel. • Source relevant data/information using secondary databases such as Bloomberg, Capital IQ, Reuter and Factiva etc.• Working on ad-hoc projects such as: - Equity Newsletter: Covering major news and performance of all major stock markets in Middle East countries and other parts of world like NASDAQ, S&P, LSE etc. - Assisting pilot team in building financial models and investments write ups in multiple industries for prospective clients.• Interact regularly and effectively with onshore analyst through calls and e-mails.• Performing quality checks on the deliverables, training the new team members and developing the knowledge repository.• Make regular presentations to the team on relevant topics/areas of expertise.• Excellent MS-Excel skills and adept at using MS-Word and MS-Power Point. -
Senior AssociateWns Global Services Ltd Sep 2012 - Feb 2015Gurgaon, India• Providing equity research support to US based client in Retail sector• Developing and working extensively on financial models and earning write ups for companies in assigned portfolio• Updating financial models for earning results and making changes to projections accordingly• Ongoing monitoring & surveillance of assigned industry/portfolio, including mergers & acquisition, financial/industry development, news events etc.• Perform detailed fundamental analysis of financial statements, projections and key valuation ratios relevant for gauging the company’s performance and trends using benchmarking• Perform DCF & Relative valuation, liquidity analysis and detailed capital structure analysis• Prepare pro-forma models in advance of a planned transaction, such as M&A, a new capital investment or refinancing• Preparing financial commentary/Earnings review of the company’s performance and their outlook using company filings such as press release, 10Q/10Ks, earning transcript etc.• Managing client’s expectations in US through emails and client calls• Mentoring, supervising & training new analysts• Managing the team’s workflow and its requirements ensuring an effective and timely delivery of the product
Yash Agarwal, Cfa Education Details
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Cfa InstituteLevel 3 Cleared -
Iilm Institute Of Higher Education, GurgaonFinance -
Finance; Commerce; Maths; English And Maths -
India International School,JaipurCommerce And Maths
Frequently Asked Questions about Yash Agarwal, Cfa
What company does Yash Agarwal, Cfa work for?
Yash Agarwal, Cfa works for Fidelity International
What is Yash Agarwal, Cfa's role at the current company?
Yash Agarwal, Cfa's current role is Lead-Investment Research at Fidelity International.
What schools did Yash Agarwal, Cfa attend?
Yash Agarwal, Cfa attended Cfa Institute, Iilm Institute Of Higher Education, Gurgaon, Subodh Institute Of Management & Career Studies, India International School,jaipur.
Who are Yash Agarwal, Cfa's colleagues?
Yash Agarwal, Cfa's colleagues are Marcos Arteaga, 高橋宰, Ishanugrah K., Gang Zhao, Vaibhav Saxena, Jane Hu, Andrew Russell.
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