Ruchik C.
MumbaiIndia
100% Job Success
Top Rated

Equity Research, Finance Writer, Analyst

Detail-oriented equity research analyst, finance writer, and real estate analyst/underwriter with an Engineering degree from Purdue University and an MBA from Babson College. I have lived and worked in the US, China, and India, and bring with me an international perspective and high working standards. My equity research and writing experience includes delivering analysis reports and articles for clients who have published them on - SeekingAlpha - Blogs - Investor Newsletters (Dividend Investing) - Fund websites - Crypto Platforms. My other past work experience includes: - Technical Analysis and Chart Analysis - Writing about ESG Investing & Impact Investing - Stock and REIT Research - Putting together investor presentations - Investment/financial analysis work - Embedding keywords and other SEO elements like meta title, description, etc. My passion for investing, my experience in working with Excel, and my interest in the financial markets has led me to do backtesting projects and portfolio analysis work. I have also used Python for collecting stock data and doing portfolio analysis, including Markowitz efficient frontier curve and portfolio stock correlation analysis. I am passionate about Technical Analysis using trendlines, chart patterns, support and resistance study, moving averages, and other price action analysis tools. I can also work on Reuters terminal, Capital IQ. My real estate experience includes: - US multifamily real estate underwriting - US commercial (NNN/FSG/MG leases) real estate underwriting - US self storage real estate underwriting - Performing comps analysis, - Creating business plans for value-adds - Analyzing Other Income opportunities - Waterfall, Promote Interest, Preferred Returns - Financial Modeling - Debt (agency vs private, fixed vs variable rates, using forward curves) - Making appraisal reports I am familiar with analyzing rent rolls, offering memorandums, T12s, etc. I have also extensively used redIQ (including valuationIQ and model generation), YardiMatrix, CoStar, Stortrack, and MS Excel including advanced functions for dynamic financial modeling. Working as a real estate analyst, I have developed a solid understanding of real estate partnership structures including promoted interest, catch-up, clawbacks, and various waterfall models. I can also model waterfall structures in Excel. As an analyst, I can create investor memos, investor presentations, and content for offering memorandums.

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Skills

  • Investment Strategy
  • VLOOKUP
  • Real Estate Financial Modeling
  • Technical Analysis
  • Microsoft Excel
  • Portfolio Performance Modeling
  • Microsoft Word