Sign in

Business Researcher

San Francisco, California, United States
April 23, 2018

Contact this candidate


C.V. Naveen Kumar

415-***-**** San Francisco

Business Research Associate

PROFESSIONAL SUMMARY Detail-oriented Business Research Associate with extensive hands-on industry experience in Equity Research, Credit Rating Analysis, Business Risk Analysis as well as Political and Economic Risk Assessment for Optimal Investment Opportunities.

CORE STRENGTHS Portfolio Management Solid Work Ethics Highly Detail-Oriented Financial Planning & Analysis Strong Leadership Skills Technology Usage Capabilities Outstanding Communication Skills Risk Assessment & Management Excellent Relationship Management


Master of Science in Finance August 2015 - April 2018 (Anticipated) CHRIST UNIVERSITY, Bangalore, India

Bachelor of Business Administration June 2009 - April 2012


Business Researcher April 2012 - July 2013

• Extensive equity research on public companies through analysts’ company research reports from renowned banking and financial institutions for various business purposes such as investments, mergers & acquisitions, spin-off, divestiture by JP Morgan Chase.

• Research on Mutual Funds, Hedge Funds, Derivatives and other investment options through internal JPM reports and external sources.

• Credit Rating analysis and its financial impact on various companies as well as economies/countries from sources like S&P, Moody’s and Fitch.

• Country risk analysis including political as well as market risks for expansion in existing markets and optimal investment opportunities in newer markets.

• Comprehensive work in primary and secondary markets, including IPO’s, buying, selling, short-selling, stop-loss, futures, Put and Call options among various others.

• Constant financial strategy development and analysis of various strategy options available for implementation for constant growth and better value creation.

• Data applications/sources such as Factset, Factiva, Bloomberg, Morningstar, SEC, World Bank, IMF used to collect and analyze critical business data.

• Usage of Microsoft excel for performing financial calculations such as net present value, future value, interest rate, annuity payment as well as VLOOKUP/ HLOOKUP / Macros / Pivot tables and Modelling.

• Constant conversations made with bankers with regards to improved research techniques and enhanced presentation of data, on a day to day basis from all JPM investment locations including North America (NA), Europe, Middle East and Africa (EMEA), Latin America (LATAM) and Asia-Pacific North (APAC).

IBM India Bangalore, India

Technical Support Associate November 2014 - July 2015

• Provided extensive technical support assistance over telephone as well as remote access to IBM employees across all India IBM locations consisting over two hundred thousand employees.

• Troubleshooting IBM related applications and software such as Lotus IBM Notes, Lotus Notes Traveler, IBM Verse, Lotus Sametime Communicator and Tivoli.

• Directing third party software issues, such as Citrus application based errors, to the designated on-site engineers for speedier assistance to the employees.

• Regular communication with technical engineers across different locations and collaborating one-on-one for quicker and smarter methods of resolution of issues.

• Conducted in-person seminars and online forums to educate employees on proper usage of applications along with basic troubleshooting techniques for self-resolution of frequently arising issues.

• Equally experienced with both Windows and Linux operating systems and their inbuilt applications used by IBM employees on a day to day basis.

Contact this candidate