Valton Vincent Fernandes
Mumbai
Summary
Accomplished Senior Equity Research Analyst with a proven track record at Guggenheim Partners, specializing in the U.S. Healthcare industry. Expert in financial modeling, strategic analysis, and industry research, complemented by strong leadership and communication skills. Authored impactful reports and led the development of an extensive ESG database, enhancing decision-making and strategic direction.
Overview
6
6
years of professional experience
Work History
Senior Equity Research Analyst
Guggenheim Partners
01.2020 - Current
- Built financial models and drafted qualitative earnings briefs on a quarterly basis of a portfolio of 30+ companies in the U.S. Healthcare industry by analyzing company financial statements and conducting in-depth analysis on companies, focusing on valuation, management strength, upcoming catalysts, peer analysis, business strategies, future growth prospects and operations. These insights supported the portfolio manager in making more informed fund allocation decisions.
- Actively tracked company & SEC filings, corporate actions, and industry news on a daily basis and also revised assumptions when required.
- Presented sub-industry reports of Healthcare Supplies, Services and Equipment sub-industry to the strategy team quarterly covering performance & returns, and outlook.
- Authored strategic analysis reports on healthcare companies, which included fundamental performance analysis for the latest 5 years, industry analysis, barriers to entry study capturing competitive edge and SWOT analysis.
- Created an extensive ESG database of 40+ healthcare companies and updated the same quarterly using company filling and SASB framework.
- Included in training and supervision for junior analysts, helping them achieve their respective goals by providing necessary feedback, guidance and support.
Corporate Finance Intern
Hindustan Petroleum Corporation Limited, HPCL
05.2019 - 06.2019
- Worked on the profile creation for 30+ Joint Ventures and Subsidiaries of Hindustan Petroleum Corporation Limited along with Fundamental Analysis of HPCL which included understanding the business.
- Provided ad hoc financial analyses as requested by senior leadership, facilitating data-driven decision making.
Education
MBA - Finance
N.L. Dalmia Institute of Management Studies
Mumbai, India06-2020
Bachelor of Science - Statistics
St. Xaviers College
Mumbai 10-2017
Skills
- Microsoft Excel, Bloomberg and S&P Capital IQ
- Financial statement analysis & forecasting
- Industry analysis
- Research proficiency
- Strategic Analysis
- Report Writing
- Strong Communication & Interpersonal Skills
- Public Speaking
- Leadership
Hobbies
Football - Currently representing Team Income Tax Mumbai in the MFA Elite Corporate league.
Timeline
Senior Equity Research Analyst
Guggenheim Partners
01.2020 - Current
Corporate Finance Intern
Hindustan Petroleum Corporation Limited, HPCL
05.2019 - 06.2019
MBA - Finance
N.L. Dalmia Institute of Management Studies
Bachelor of Science - Statistics
St. Xaviers College
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