Master of Business Administration (MBA)

 Cumulative GPA: 3.79

Bachelor in Business Administration (BBA)

 Cumulative GPA: 2.97

Equity Analyst

 Conducted thorough analysis of the stocks traded in the secondary market analyzing fundamental, technical, and market-related aspects; recommended to supervisor for Buy/Sell/hold decision on company’s investments.
 Supported immediate supervisor in conducting research on Private Equity and Qualified Institutional Investor; through connecting one of the authors publishing research papers on “Survey of PE/VC status in Nepal” for the World Bank Group; license of QII is approved and PE fund manager application is in the process to be submitted.
 Participated alongside supervisor in arranging an investment seminar at least monthly for our diverse workforces; employees developing the Investment culture through investment on mutual fund schemes, activating PMS services.
 Visit to brokerage company on a regular basis; carried out intensive research alongside supervisor to scale up the brokerage business, marketing our brokerage services to capital market professionals.
 Prepared daily share tracking sheet incorporating daily buy/sell of stocks, fund receivables & payables from/to broker, and tracking the dividends receivables of Group’s holding companies.

Research Assistance

 Conducted equity valuations and Quarterly grading of all the listed stocks and prepared equity report and presented it to portfolio manager and mutual fund manager; recommendations implemented considering the Investment Policy Statement (IPS) of mutual funds scheme.
 Portfolio construction and restructuring to our PMS clients, presented to portfolio manager and finally implemented it to achieve a competitive return.
 Analyzed company-specific, industry, and macroeconomic information from various sources, including regulatory filings, company investor relations websites, third-party research, online sources, newspapers, books, databases, etc., and from speaking with management teams and industry experts.
 Publication of daily market update,” Sunrise Market Pulse”, incorporating the capital market scenarios and distributed to portfolio manager, mutual fund manager & high network clients so that they were daily updated with the capital market.
 Conduct analysis of various Companies’ financial data, news, and other information to identify opportunities presented by the market and recommend investing so that our portfolio will grow up.

Research Assistance

 Conducting in-depth data analyses using traditional and advanced methods.
 Organize and track investment documents and applications.
 Perform financial analysis and develop models using in-depth analytical techniques for portfolio and client companies.
 Identify attractive investment opportunities by filtering initial applications.
 Contributing their knowledge and critical thinking about research design, data collection methods, and data analyses.
 Prepare reports of findings, illustrating data graphically and translating complex findings into written text.
 Conduct research and examines financial data on stocks and companies so they can then advise fund manager on how best to invest money in stocks
 Read company financial statements which are listed in NEPSE and analyze these data to look at the financial results, market prices, and industry factors that might affect the price of a company’s stock and predict the future earnings of the company Identify and acquire new clients, Manage and Build a relationship with existing clients and generate business from existing and prospective clients.

CG Researcher Award