Summary
Overview
Work History
Education
Skills
Websites
Hobbies and Interests
Timeline
Generic

FATEMA VOHRA

Montreal,QC

Summary

CFA designated financial analyst with extensive experience in analyzing company reports and filings. Proven ability to develop insights that drive strategic decision-making. Strong relationship-building skills with executives, providing timely updates and actionable recommendations to clients.

Overview

7
7
years of professional experience

Work History

EQUITY RESEARCH ASSOCIATE

TEGUS INC.
03.2022 - Current
  • Constructed 20 advanced Excel models for company valuation and forecasting with over 95% accuracy.
  • Analyzed financial statements from 58 companies to derive strategic insights.
  • Developed KPI and ROI dashboards for benchmarking against over 10 industry peers.
  • Aligned forecasting models with company guidance, enhancing reliability by 30%.
  • Prepared more than 40 customized portfolio presentations and investment materials for clients.
  • Conducted market and portfolio research influencing over $200 million in investment decisions.

RESEARCH ASSOCIATE

MULTI ACT
06.2021 - 09.2021
  • Analyzed 15+ business models across diverse industries annually, evaluating competitive positioning, growth drivers, and potential risks.
  • Performed peer benchmarking for over 25 companies, supporting relative valuation analysis, and investment theses.
  • Authored 30+ detailed equity research reports based on quarterly earnings calls and management interviews, contributing to investment recommendations.
  • Produced quarterly macroeconomic and sector outlook reports impacting portfolio strategy across $200M+ in AUM.

ASSISTANT VICE PRESIDENT

GRETEX CORPORATE PVT LTD
07.2019 - 05.2021
  • Acted as the primary liaison between company management, investment teams, research departments, and operations, successfully pitching 28+ companies to a network of 100+ private equity investors.
  • Represented Gretex as the official face at the Association of Investment Bankers of India (AIBI), helping to secure 10+ potential deal leads annually through industry networking.
  • Led analysis and execution of 6+ M&A transactions, overseeing business due diligence, legal structuring, tax advisory, and valuation assessments.
  • Maintained compliance with capital market regulations; managed statutory filings and updates with NSE/BSE for 25+ SME clients, ensuring timely and accurate disclosures.
  • Conducted in-depth equity analysis and fundamental research for 15+ IPOs, preparing valuations and offering documents in compliance with regulatory norms.
  • Spearheaded investor relations by creating 30+ strategic pitch books and investor decks, improving SME client visibility, and supporting successful capital raising efforts.
  • Produced 20+ analytical reports and snapshot reviews for the Alternative Investment Fund (AIF) segment, aiding investment committee decisions.
  • Drafted and distributed monthly newsletters annually, featuring market commentary, and concise summaries of key financial and economic events.

DATA RESEARCH ANALYST

MORNINGSTAR
09.2018 - 03.2019
  • To analyze data for the research projects and prepare reports.
  • Preparation of consolidated internal and external financial statements.
  • Analyzed information and options by developing spreadsheet reports, verifying information.
  • Supporting Auditor by reviewing financial information; converting data to general ledger system and preparing financial statements.
  • Preparation of general ledger entries by maintaining records and files; reconciling accounts.
  • Management of short-term investments prospects.

Education

BACHELOR'S - FINANCE & ACCOUNTING

K.J. SOMAIYA INSTITUTE
INDIA
01.2017

CFA -

CFA INSTITUTE
VIRGINIA

Skills

  • Financial modeling
  • Public equity analysis
  • Private equity
  • Analytical skills
  • Fund management
  • Asset management
  • Financial statement analysis
  • Asset valuation
  • Derivatives trading
  • Fixed income management
  • Private wealth management
  • Institutional investor relations
  • Mergers and acquisitions (M&A)
  • Accounting standards (US GAAP & IFRS)
  • Research reporting
  • Microsoft Office Suite proficiency
  • Excel expertise
  • Macros and VBA development
  • Cash flow forecasting
  • Revenue forecasting
  • Balance sheet analysis
  • Equity research in emerging markets
  • Power BI proficiency
  • Power Query skills
  • Python programming
  • Sector specialization: financial, real estate, industrials, manufacturing, utilities
  • Attention to detail
  • Communication and interpersonal skills
  • Presentation design

Hobbies and Interests

  • Hiking
  • Badminton
  • Commercial painting
  • Art
  • Yoga
  • Travel

Timeline

EQUITY RESEARCH ASSOCIATE

TEGUS INC.
03.2022 - Current

RESEARCH ASSOCIATE

MULTI ACT
06.2021 - 09.2021

ASSISTANT VICE PRESIDENT

GRETEX CORPORATE PVT LTD
07.2019 - 05.2021

DATA RESEARCH ANALYST

MORNINGSTAR
09.2018 - 03.2019

BACHELOR'S - FINANCE & ACCOUNTING

K.J. SOMAIYA INSTITUTE

CFA -

CFA INSTITUTE

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