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David Kumar

Senior Financial Analyst, CFA

david.kumar@finance.pro•+1 (617) 555-0188•Boston, MA•linkedin.com/in/davidkumar-cfa

Professional Summary

Results-oriented Financial Analyst with 7+ years of experience in equity research, financial modeling, and portfolio management. CFA charterholder with proven expertise in valuation analysis, risk assessment, and investment strategy. Track record of generating alpha through rigorous fundamental analysis and identifying undervalued opportunities. Published research covering technology and healthcare sectors with recommendations yielding average 23% annual returns.

Professional Experience

Senior Financial Analyst

Wellington Asset Management, Boston, MA

August 2021 - Present

  • • Manage equity research coverage for $2.1B technology portfolio, outperforming S&P 500 by 18% annually
  • • Developed proprietary DCF model identifying undervalued SaaS companies, generating $45M in realized gains
  • • Lead analyst for 5 successful IPO investments with average first-year return of 67%
  • • Author monthly investment newsletter reaching 10,000+ institutional clients
  • • Mentor team of 4 junior analysts, with 2 promoted to senior roles within 18 months

Financial Analyst

Fidelity Investments, Boston, MA

June 2018 - July 2021

  • • Conducted fundamental analysis on 50+ companies across healthcare and biotech sectors
  • • Built complex LBO and merger models for M&A transactions totaling $3.5B in deal value
  • • Presented investment recommendations to portfolio managers controlling $15B AUM
  • • Achieved 78% accuracy rate on buy/sell recommendations over 3-year period
  • • Automated financial reporting processes reducing analysis time by 40%

Investment Banking Analyst

Goldman Sachs, New York, NY

July 2016 - May 2018

  • • Executed 12 M&A transactions and 8 equity offerings totaling $8.2B in transaction value
  • • Created detailed financial models and valuation analyses for technology sector clients
  • • Prepared pitch books and marketing materials for C-suite executives
  • • Recognized as top-performing analyst in class, receiving early promotion consideration

Education

Master of Business Administration (MBA)

Finance & Quantitative Analysis

MIT Sloan School of Management

2020 • GPA: 3.9/4.0

Bachelor of Science in Finance

Minor in Computer Science

New York University - Stern School of Business

2016 • Summa Cum Laude, Beta Gamma Sigma

Skills & Expertise

Financial Analysis: Financial Modeling • Valuation (DCF, Comps, LBO) • Portfolio Analysis • Risk Management • Equity Research
Software & Tools: Excel (Advanced/VBA) • Bloomberg Terminal • FactSet • Capital IQ • Python • SQL • Tableau
Analytical Methods: Statistical Analysis • Monte Carlo Simulation • Regression Analysis • Time Series Forecasting

Professional Certifications

Chartered Financial Analyst (CFA) • CFA Institute
2019
Financial Risk Manager (FRM) • Global Association of Risk Professionals
2020
Bloomberg Market Concepts Certification • Bloomberg LP
2017

Additional Achievements

  • •Published 15+ equity research reports with average readership of 5,000 institutional investors
  • •Winner of CFA Institute Research Challenge - Northeast Region (2019)
  • •Featured speaker at FinTech Conference Boston: 'AI in Financial Analysis' (2023)
  • •Volunteer financial literacy instructor for Boston Public Schools (2020-Present)

Resume Performance

41,023

Views

11,300

Downloads

4.9

Rating

298

Reviews

Career Highlights

$2.1B

Portfolio Managed

23%

Avg. Annual Returns

78%

Recommendation Accuracy

About This Template

Template Style

Classic Professional

Best For

Finance professionals, analysts, bankers, accountants

ATS Score

98%

Why This Resume Works

  • 1

    Conservative Design

    Perfect for traditional finance industry expectations

  • 2

    Credentials First

    CFA and other certifications prominently displayed

  • 3

    Quantified Results

    Every achievement backed by numbers and metrics

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