Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Vishnu Kapadia

Vishnu Kapadia

Sarasota,FL

Summary

Dynamic Equity Research Analyst with MJK Investment, adept at generating alpha returns through rigorous fundamental analysis and strategic stock selection. Skilled in financial statement analysis and report writing, I excel in delivering actionable investment recommendations while maintaining strong communication with industry experts. Proven track record in optimizing investment strategies across diverse sectors.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Equity Research Analyst

MJK Investment
09.2019 - 05.2025
  • Created several financial models annually for buy and sell recommendations.
  • Conducted in-depth analysis on different sectors
  • Utilized screening tool to identify bottom-up stock idea identification.
  • Generated ideas within various sectors.
  • Optimized stock selection process through regular peer group comparisons and relative valuation analyses.
  • Generated alpha returns by identifying undervalued stocks through rigorous fundamental analysis and due diligence.
  • Participated in conference calls and webinars to stay current on industry news, enhancing overall expertise in the sector under coverage.

Education

MBA - Finance

Jefferson University
Philadelphia, USA
08-2018

Bachelor of Science - Electrical & Electronics Engineering

Queens University Belfast
Belfast, UK
01-2015

Skills

  • Financial statement analysis
  • Report writing
  • Portfolio management
  • Technical analysis
  • Equity research
  • Investment recommendations
  • Investment strategy
  • Financial accounting
  • Equity valuation
  • Fundamental analysis

Certification

  • CFA - Chartered Financial Analyst - Level 3 candidate

Timeline

Equity Research Analyst

MJK Investment
09.2019 - 05.2025

MBA - Finance

Jefferson University

Bachelor of Science - Electrical & Electronics Engineering

Queens University Belfast

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