Garvit Chaudhary

Garvit Chaudhary

Intern

Followers of Garvit Chaudhary1000 followers
location of Garvit ChaudharyCalgary, Alberta, Canada

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  • Timeline

  • About me

    Institutional Equity Research at Raymond James Ltd. | CFA Level II Candidate

  • Education

    • Sobey School of Business at Saint Mary's University

      2020 - 2021
      Master's degree Finance, General 3.53/4.00

      Activities and Societies: Vice President-Saint Mary's Investment Society Merger & Acquisition Case: Studied, analyzed, and presented TELUS’s acquisition of Public Mobile. Performed comparable company analysis to better understand the acquisition price for the company and determine percentage overpay/underpay with focus on key industry metrics including Churn rate and ARPU. Studied industry trends, competitiveness, and growth opportunities in price-sensitive segment of the industry. Fundamental Analysis & Research: Fundamental analysis of Industrial sector… Show more Merger & Acquisition Case: Studied, analyzed, and presented TELUS’s acquisition of Public Mobile. Performed comparable company analysis to better understand the acquisition price for the company and determine percentage overpay/underpay with focus on key industry metrics including Churn rate and ARPU. Studied industry trends, competitiveness, and growth opportunities in price-sensitive segment of the industry. Fundamental Analysis & Research: Fundamental analysis of Industrial sector in India; evaluating growth opportunities based on current market structure; DCF analysis for select group of companies. Market research of Telecom sector, evaluation of business model/ assessing intrinsic value by analyzing financial statements and examining economic factors. Performed industry research on European low-cost airline carrier market; built M&A model/deck for a potential acquisition target Show less

    • Pandit Deendayal Energy University

      2016 - 2020
      BTech - Bachelor of Technology Industrial Engineering 7.43/10.00

      Data Analysis: Explored techniques to analyze financial time series data. Created time-series models (ARIMA, S-ARIMA etc.) for evaluating risk-return tradeoff of the equity securities. Analyzed data leading to Volkswagen’s buyout of Porsche. Conducted Monte-Carlo simulations to predict specific company revenues, growth, and other profit metrics as well as forecast equity prices.Supply Chain Research: Studied temperature-controlled food supply chain industry primarily focusing on… Show more Data Analysis: Explored techniques to analyze financial time series data. Created time-series models (ARIMA, S-ARIMA etc.) for evaluating risk-return tradeoff of the equity securities. Analyzed data leading to Volkswagen’s buyout of Porsche. Conducted Monte-Carlo simulations to predict specific company revenues, growth, and other profit metrics as well as forecast equity prices.Supply Chain Research: Studied temperature-controlled food supply chain industry primarily focusing on cold storage (Cold Chain). Explored supply chain in food-processing industry using cold storage and other techniques. Conducted a case study on ‘Subway’ to assess and better understand the industry and processes. Show less

  • Experience

    • Meta Capital Partners

      Sept 2021 - Nov 2021
      Intern
    • Trafigura

      Dec 2021 - Feb 2022
      Refined Metals Trader-Copper
    • Placements Louisbourg Investments

      Mar 2022 - Sept 2022
      Investment Associate
    • West Oak Family Office

      Sept 2022 - Oct 2023
      Portfolio Trader & Analyst
    • Raymond James Ltd.

      Jan 2024 - now
      Equity Research Associate

      Energy

  • Licenses & Certifications

    • Core and Advanced Financial Modelling Course

      Breaking Into Wall Street
    • Bloomberg Market Concepts

      Bloomberg LP
      Jan 2021
      View certificate certificate
    • CFA Level 1

      CFA Institute
      May 2023
  • Volunteer Experience

    • Member

      Issued by CFA Society Calgary
      CFA Society CalgaryAssociated with Garvit Chaudhary
    • Vice President-Saint Mary's Investment Society

      Issued by Saint Mary's University on Oct 2020
      Saint Mary's UniversityAssociated with Garvit Chaudhary