Summary
Overview
Work History
Education
Skills
Timeline
Generic

Fagun Patel

Chicago,

Summary

Early-career Equity Research Analyst with strong foundation in financial modeling, valuation, and sector research. Experienced in building earnings models, conducting peer benchmarking, and producing actionable stock recommendations. Skilled in Bloomberg, Capital IQ, and Excel with proven ability to translate data into clear investment insights.

Overview

3
3
years of professional experience

Work History

Equity Research Trainee

The Valuation School Bootcamp
04.2025 - Current
  • Produced coverage-style reports on specialty chemicals sector with 3-year demand and pricing outlook.
  • Built equity valuation models (DCF, comps) for Pidilite & peers, achieving
  • Synthesized concalls & management commentary, improving earnings model accuracy by 10%.
  • Identified 10–12% valuation gaps versus benchmarks, supporting investment thesis validation.

Financial Analyst

Vinakom Communications
01.2023 - 04.2025
  • Built revenue & ARPU forecasting models adopted in investment case analysis.
  • Improved EPS forecast accuracy by 8–10% through refined financial modeling.
  • Delivered scenario-based projections reducing >$20M in potential risks.
  • Partnered with leadership on earnings reviews, influencing capital allocation decisions.

Valuation Team Member

UIUC
07.2022 - 12.2022
  • Conducted peer benchmarking for M&A valuation in consumer sector, highlighting 15% premium growth vs. peers.
  • Built valuation models (DCF, comps, precedents) deriving $1.2B–$1.4B EV range.
  • Supported M&A pitch deck preparation, highlighting synergies and growth levers.

Education

Master of Science - Finance

University of Illinois – Champaign Urbana
Champaign, IL
01.2022

Bachelor of Technology - Mechanical Engineering

NMIMS University
Mumbai
01.2016

Skills

  • Equity Research & Sector Coverage
  • Valuation (DCF, Comps, Precedent Transactions)
  • Financial Modeling & Forecasting
  • Earnings & Industry Analysis
  • Investment Thesis & Stock Recommendations
  • Report Writing & Client Presentations
  • Tools: Bloomberg, Capital IQ, Refinitiv, Advanced Excel

Timeline

Equity Research Trainee

The Valuation School Bootcamp
04.2025 - Current

Financial Analyst

Vinakom Communications
01.2023 - 04.2025

Valuation Team Member

UIUC
07.2022 - 12.2022

Master of Science - Finance

University of Illinois – Champaign Urbana

Bachelor of Technology - Mechanical Engineering

NMIMS University
Fagun Patel