
Garvit Chaudhary
Intern

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

Sobey School of Business at Saint Mary's University
2020 - 2021Master's degree Finance, General 3.53/4.00Activities 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 - 2020BTech - Bachelor of Technology Industrial Engineering 7.43/10.00Data 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 2021Intern
Trafigura
Dec 2021 - Feb 2022Refined Metals Trader-Copper
Placements Louisbourg Investments
Mar 2022 - Sept 2022Investment Associate
West Oak Family Office
Sept 2022 - Oct 2023Portfolio Trader & Analyst
Raymond James Ltd.
Jan 2024 - nowEquity Research AssociateEnergy
Licenses & Certifications

Core and Advanced Financial Modelling Course
Breaking Into Wall Street- View certificate

Bloomberg Market Concepts
Bloomberg LPJan 2021 
CFA Level 1
CFA InstituteMay 2023
Volunteer Experience
Member
Issued by CFA Society Calgary
Associated with Garvit ChaudharyVice President-Saint Mary's Investment Society
Issued by Saint Mary's University on Oct 2020
Associated with Garvit Chaudhary
Languages
- enEnglish
- hiHindi
- guGujarati
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