Vinay Bhardwaj

EMEA TMT Equity Research

2023 - Current

Product Manager

2022 - 2023

Senior Analyst

2021 - 2022

Cover B2B and B2C public and private software vendors to consumer-facing industries including: Retail and leisure Travel Media and entertainment Property Telecoms and utility Responsiblities include leading calls with company management and writing company/sector research notes based on these calls, leading analyst access calls with software-focused PE investors and maintaining models and database of transactions/directors for coverage.

Equity Research

2017 - 2019

Supported senior analysts with coverage of the European Metals and Mining sector. Core responsibilities included building and maintaining up to date financial models, writing tracking daily newsflow on commodity prices/macroeconomics/geopolitics impacting coverage and managing the spot valuation file for the team.

Investment Analyst

2013 - 2017

My primary role was assisting fund managers with fundamental bottom-up equity research on my coverage space, which was around 30 stocks. Tasks included: Monitoring and updating financial models Making stock and fund recommendations to fund managers Building company and industry knowledge Sectors: Technology, Consumer, Industrials, Metals and Mining and Aerospace and Defence. I share and debate my views on asset allocation for equity funds and the fund of funds offering, and also offer views on wider macro themes. Equity funds covered: US, Japan and Asia ex. Japan. This involves following the economics and macro themes of these regions. Professional Qualifications: Investment Management Certificate- Pass CFA Level 2- Pass

Trading Intern

2012 - 2012

Completed a course on technical analysis Using virtual money traded S&P500 futures contracts and EUR/USD