Taher Ujjainwala
Investment Research Analyst
About
Taher Ujjainwala is a finance professional with hands-on experience in investment research, equity markets, and financial data analysis. He possesses a strong foundation in derivatives, capital markets, portfolio analysis, and investment advisory, having cleared CFA Level I. Taher demonstrates a proven ability to conduct rigorous financial analysis and is seeking roles where he can leverage his expertise in investment research and financial markets. His background includes analyzing private companies and providing investment guidance to retail clients.
Experience
Investment Research Analyst
Apr 2025 – Present · 1 yr 2 mosMorningstar (PitchBook) · Mumbai, India
- Researched private companies backed by VC, PE, and family offices, analyzing capital structure, funding rounds, and investor profiles.
- Performed portfolio-level analysis to identify risk drivers, growth trajectories, and fund allocation strategies.
- Validated and maintained high-quality financial data, ensuring data integrity across the PitchBook platform.
Equity Markets & Investment Advisory
May 2024 – Mar 2025 · 10 mosEpicenter (Upstox Process) · Mumbai, India
- Provided investment guidance to retail clients on equity markets, trading strategies, and financial products.
- Educated clients on order types, margin requirements, risk management, and market timing.
- Delivered tailored investment product recommendations based on client profiles and objectives.
Accounting & Tax Intern
Apr 2023 – May 2024 · 1 yr 1 moDiligent Account Pvt. Ltd. · Mumbai, India
- Prepared working papers for Income Tax and GST filings; performed GSTR reconciliation.
- Identified and corrected duplicate or incorrect Input Tax Credit (ITC) entries.
- Supported senior accountants with daily accounting tasks and compliance workflows.
Skills
Financial Markets & Advisory
Client Relations & Operations
Investment Analysis & Research
Financial Acumen & Certifications
Languages
Education & Certifications
Bachelor of Accounting and Finance in Financial Management, Accounting Principles, Taxation, and Financial Reporting
University of Mumbai · 2024