Sameep Shah

Finance graduate with a keen interest in equity research and investment analysis. Proficient in analyzing financial statements, conducting fundamental and technical research, and staying updated on market trends. Skilled in ratio analysis, valuation methodologies, and equity research techniques. Experienced in using Bloomberg Terminal and financial databases to support investment decision-making. A CFA Level 2 candidate with a meticulous approach to data interpretation, report writing, and investment recommendations.

LIC Mutual Fund Mumbai, India Product Intern June 2024 - August 2024 

● Performed comprehensive financial analysis by tracking market trends and key economic indicators (WPI, IIP, CPI, GDP) using Bloomberg Terminal and prepared detailed reports on index constituents and mutual fund performance for fund managers

● Gained insights into debt markets by analyzing PRC scores under CIO mentorship and assisted in regulatory compliance by updating Scheme Summary Documents (SSD) and Key Information Memoranda (KIM) 

INDIRA J UDANI FINSERVE LLP Mumbai, India Finance Intern | Equity Research May 2022 - June 2022 

● Learned about the global market and its interrelation with the Indian market 

● Conducted fundamental analysis for Equity research of Castrol India Limited, employing indicators such as financials of the company, SWOT analysis, peers comparison, prospects to predict future price movement; also got knowledge of mutual fund from some seminars I attended of Motilal Oswal and Aditya Birla Capital

Certifications: Chartered Financial Analyst (CFA Level 1), NISM Series-8 (Equity Derivatives), NISM Series-15 (Research Analyst), Alternative Investments Operations- Fund Accounting (2022)
I have done BFM

I know different finance securities and private equity.