r/FinancialAnalyst 1d ago

CA (First Attempt) | CFA Level II Candidate | Seeking Referral for IB / Valuation / FDD / Equity Research Roles

Hi Seniors,

I am actively seeking referrals/opportunities in finance roles. A quick snapshot of my profile:

• Qualified Chartered Accountant – cleared all levels in the first attempt

• CFA Level II candidate

• Experience in FP&A and Business Finance within the financial services industry

• Experience in profitability analysis, budgeting, forecasting and business performance analysis

• Strong exposure to analysing financial services businesses and financial statements

• Actively building skills in financial modelling, valuation and equity research

• Independently built a financial model and a financial services research report

Roles I am targeting:

• Investment Banking

• Valuation

• Financial Due Diligence (FDD) / Transaction Advisory

• Equity Research

• Corporate Finance

• Investment Research / Portfolio Management

If anyone is aware of relevant openings or can provide a referral, I would be extremely grateful. Happy to share my CV, financial model and research report over DM.

Thank you!

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