Lalithram Tirumalasetty
San Ramon,CA
Summary
Hardworking, organized and dependable candidate successful at managing multiple priorities with a positive attitude. With a willingness to take on added responsibilities to meet team goals.
Overview
1
1
year of professional experience
Work History
Quant Analyst/Equity Research Analyst
USF
01.2024 - 05.2024
- Provided actionable insights for portfolio management through comprehensive industry analysis and stock recommendations.
- Developed financial models to forecast company earnings, valuations, and risk assessments for informed decision-making.
- Analyzed information to determine viability and rebalance portfolio.
- Optimized portfolio performance by conducting in-depth data analysis and implementing risk management techniques.
- Identified potential investment opportunities by analyzing large datasets and applying advanced statistical techniques.
- Generated ideas within various sectors.
- Utilized screening tool to identify bottom-up stock idea identification.
Equity Research Analyst
CFA Research Challenge
08.2023 - 01.2024
- Presented findings in concise written reports, enabling clients to make well-informed investment decisions.
- Analyzed publicly traded company financial statements and built multiple valuation models to assess future performance.
- Developed financial models to forecast company earnings, valuations, and risk assessments for informed decision-making.
- Collaborated with analysts to monitor company developments and identify key growth drivers.
- Gathered and organized information for research purposes.
Delivery Specialist
Lexus Of Fremont
01.2023 - 09.2023
- Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and provided a welcoming store environment.
- Collaborated with team members to improve overall store performance, sharing best practices and offering support as needed.
- Maintained accurate inventory records to ensure adequate stock levels, minimizing out-of-stock situations that could impact customer satisfaction.
- Managed conflict resolution with dissatisfied customers professionally, improving customer retention rates.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
Education
BBA - Finance
University of San Francisco
San Francisco05.2024
Skills
- Portfolio Management
- FactSet Research Systems
- Bloomberg Terminal
- Research proficiency
- Financial Modeling
- Microsoft Excel
- Financial Forecasting
- Financial Services
- Financial statement analysis
- DCF Analysis
- Equity Valuation
- Investment Recommendations
Timeline
Quant Analyst/Equity Research Analyst
USF
01.2024 - 05.2024
Equity Research Analyst
CFA Research Challenge
08.2023 - 01.2024
Delivery Specialist
Lexus Of Fremont
01.2023 - 09.2023
BBA - Finance
University of San Francisco
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