Investment Research Portfolio
I'm an Equity Research Associate with full-time buy-side experience at I-Wealth Management, where I built financial models and authored investment memoranda across 50+ companies in diversified sectors within a long-only fund framework. I hold an MS in Finance from UMass Boston (4.00 GPA) and represented the university as a Local Finalist in the 2026 CFA Institute Research Challenge.
Profile
I've spent my career building conviction-driven investment ideas from the ground up. As a full-time Equity Research Associate at I-Wealth Management, I covered more than 50 companies across diversified sectors, synthesizing annual reports, earnings call transcripts, and industry data into financial models and investment memoranda presented directly to our Fund Manager and CIO, several of which were acted on and added to the fund.
That experience is what pulled me toward a more rigorous academic grounding. I completed an MS in Finance at UMass Boston, graduating with a 4.00 GPA in a STEM-designated program built around portfolio management, financial modeling, and applied econometrics. Along the way, I represented UMass Boston as a Local Finalist in the 2026 CFA Institute Research Challenge, defending a full equity research initiation in front of a panel of working analysts and portfolio managers.
The reports on this page reflect how I approach every company I cover, starting with the business model rather than the spreadsheet, and building a valuation only once I understand what is actually driving the numbers. I am currently looking for full-time opportunities in equity research and investment analysis, open to any location, and I would welcome the chance to talk.
Featured Reports
Full equity research initiation produced as a Local Finalist in the 2026 CFA Institute Research Challenge, hosted by CFA Society Boston. Initiated coverage with a BUY rating and $126 price target. Covers consumer e-commerce fundamentals, digital advertising dynamics, competitive positioning, capital structure, and management strategy. Presented to a panel of senior industry judges.
Independent sell-side initiation on Credo Technology (NASDAQ: CRDO), a provider of high-speed, low-power AI data center connectivity solutions. Initiated coverage with a BUY rating and $266 price target. Includes Porter's Five Forces analysis, supply chain mapping, a fully integrated financial model, DCF and relative valuation, and scenario analysis. Recognized by faculty at UMass Boston's Asset Management Practicum.
Independent sell-side initiation on Coinbase Global (NASDAQ: COIN), covering the company's "Everything Exchange" strategy, DeFi and onchain infrastructure, global expansion, and regulatory clarity as growth drivers. Includes Porter's Five Forces analysis, full financial statement projections through FY2029, DCF and relative valuation, ESG analysis, and DuPont analysis.
Capabilities
Open to full-time equity research and investment analysis roles. Reach out to discuss my work or a potential opportunity.
s.kantak001@umb.edu