Ishant Goel

*** * **** ******, *** **, New York, NY 10065, +1-917-***-****, acwqo3@r.postjobfree.com

SUMMARY

Experienced investment professional with equity research, investment strategy and data analysis skills. Experience in sector and

industry analysis, synthesizing complex data, designing and maintaining fundamental and macro models.

FINRA Series 7, 63, 86 and 87 licenses holder.

Computer skills: FACTSET screening/ALPHA, VBA, EXCEL, Haver, Bloomberg, SAS, SQL, MATLAB, IHS Chemicals

PROFESSIONAL EXPERIENCE

CLSA Americas LLC New York, NY

Apr 2015 Present

Equity Research Associate, US Chemicals

Develop and maintain detailed financial and quantitative models, including integrated financial statements, segment build-ups.

Perform DCF and comparable company analysis; develop pro-forma, M&A models and accretion/dilution analysis.

Sensitivity analysis and scenario analysis to support valuation and investment theses.

Analysis of macroeconomic industry drivers using statistical techniques to predict companys returns.

Assist senior analyst in writing reports and initiation on new coverage.

Talk to company management and internal sales & traders and clients regarding developments in companies and sector.

Develop marketing materials including industry and company profiles for institutional clients presentation.

Companies under coverage: DOW, DD, CE, VAL, PPG, SHW, LYB, EMN, APD, ARG, PX .

BANK OF MONTREAL CAPITAL MARKETS New York, NY

Mar 2014 Apr 2015

Research Associate, Investment Strategy Group, US Equities

Researched investment strategies by assessing the current market environment, back-testing strategies (with FACTSET screening/

Alpha Testing), and building stock screens. Example: identification of stocks adversely and unjustly affected by dollar -strength

worries.

Developed multifactor stock selection models for each of 10 sectors within S&P 500 by identifying best performing factors .

Analyze the S&P 500 Index, sectors and industries by utilizing macro, fundamental and quantitative models and produce related

correlation analysis, industry allocation and rotation recommendations.

Build, analyzed and maintained multifactor thematic portfolios such as Disciplined Value, Dividend Growth, Consistent Growth,

Quality Growth and Earnings Momentum.

Supported market calls and sector opinions in weekly commentaries by analysis of performance trends, fundamental and macro

variables. Example: assessed the impact of rising rates on the profitability of different sectors and impact of Oil price changes on

the market.

Technologies used: - Factset screening/ Alpha testing, VBA, Excel, Matlab, Haver and Bloomberg.

QUANTITATIVE MANAGEMENT ASSOCIATES, Prudential Financials Newark, NJ

Jun 2012 Aug 2012

Quantitative Research Summer, Internship

Researched macro economic factors including P/E ratio and earnings estimates to improve the dynamic model for stock selection

in a passive investment environment. Data analysis done with help of SAS and SQL.

Analyzed cross and serial correlation of factors and factor returns using time series econometric models.

Build regression models to analyze the significance of the signals generated by the factors.

Back-tested portfolio performance using new factors which improved alpha, maintaining same level of tracking error.

TATA CONSULTANCY SERVICES PRIVATE LIMITED Gurgaon, INDIA

Nov 2009 Jul 2011

Assistant Systems Engineer, Banking and Financial Services Division

Developed software that facilitated the bank to perform various functions including; counterparty risk administration, risk

management including limit management and exposure management, rating and credit review pro cesses.

EDUCATION

COLUMBIA UNIVERSITY New York, NY

2011 2013

MS Operations Research, Financial Applications

GURU GOBIND SINGH INDRAPRASTHA UNIVERSITY Delhi, INDIA

2005 2009

B Tech Information Technology, Computer Science

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