Vivek Variar

Vivek Variar

Equity Research Intern

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  • Timeline

  • About me

    Ex - Analyst at Acuity Knowledge Partners || Passed CFA Level 1

  • Education

    • Delhi Public School, Bangalore North

      2015 - 2017
      High School Science
    • Shiv Nadar University

      2017 - 2021
      Bachelor of Science - BS Physics
  • Experience

    • Business Quant

      Apr 2022 - Aug 2022
      Equity Research Intern

      Went through various SEC filings (such as 10Q, 10K, 20F, S-1 etc.), company disclosure documents (such as press releases, presentations etc.) and extracted KPI data for US stocks. Maintained and updated this KPI database for 400+ US companies. Prepared SWOT analyses on Indian stocks.

    • Acuity Knowledge Partners

      Oct 2022 - Sept 2023
      Analyst

      Analyst, Financial Marketing Services. Serviced a US based investment management company as a dedicated resource. Worked across two business processes – Financial database management and Due diligence questionnaire support. Financial database management involved maintaining client data across multiple databases, new product onboarding to databases, working with internal data automation team and ad-hoc tasks. Due diligence questionnaire support involved responding to questionnaires on behalf of the client. Questionnaires covered areas such as fund performance, performance attribution, AUM, holdings, portfolio management team, fund commentary, ESG, compliance, among others. Attended weekly calls and updated the client on database management workflow. Show less

  • Licenses & Certifications

    • Fundamental Analysis

      Zerodha Varsity
      Feb 2022
    • Business Analysis Basics

      Simplilearn
      Mar 2022
    • Introduction to Data Analysis using Excel

      UpGrad
      Mar 2022
      View certificate certificate
    • CFA Program Level II

      CFA Institute
      Jul 2025
      View certificate certificate