Anuj Anand — Investment Analyst

30%
Avg Return · 21 Picks

62%
Hit Rate · G&M Articles

4.08
CGPA · Concordia MBA

Top 10
Harvard Case Competition

01 — About

Finance. Law. Technology.

I am an Investment Analyst driven by a genuine passion for understanding businesses, markets, and the forces that create long-term value.

My path into finance was deliberate. I began my career as a dual-qualified attorney in New York and India, but the pull toward investment research was persistent. I went back to school, completed an MBA in Investment Management at Concordia University graduating top-ranked, and have spent the years since immersed in equity analysis, quantitative factor research, and portfolio management across Canadian and U.S. markets.

What energizes me most is the craft of it: building valuation models, stress-testing assumptions, dissecting business models, and understanding what separates a durable compounder from a value trap. I am equally comfortable in a DCF, a comparable company analysis, or a multi-factor screening model — and I find the intersection of all three is where the most interesting ideas emerge.

I am also deeply curious about technology and its role in reshaping how investment research gets done. I build AI-powered tools as a natural extension of that curiosity — not as a side interest, but as a reflection of how I think about the craft evolving.

Languages English (Fluent) · Hindi (Native) · French (Intermediate)

Interests Cooking · Chess · Sci-fi · Astrophysics · AI Development

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Dual-Qualified Attorney

New York Bar (2019) · Bar Council of India (2021)

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CFA Level III Candidate

Passed Level II · Jan 2026 Exam Written

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MBA in Investment Management

Concordia University · CGPA 4.08/4.3 · Top-Ranked

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Master of Laws (LLM)

Fordham University, New York · IP, Tech & Corporate Law

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Globe & Mail Contributor

7 Articles · 21 Picks · 30% Avg. Return · 62% Hit Rate

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Harvard Case Competition

Top 10 of 250+ Teams · M&A / Private Equity Track

02 — Experience

Professional Experience

May 2023 – Present

Investment Analyst

Inovestor Inc. · Montreal, Quebec

Investment Analyst Intern (May–August 2023 & May–August 2024); transitioned to full-time Investment Analyst (May 2025 – Present).
Support broad analytical and operational functions including ETF database management, data quality assessment, data transition projects, and fundamental analysis on potential portfolio additions; currently leading AI integration initiatives to automate internal workflows.
Designed proprietary multi-factor quantitative screening models; authored content for 7 Globe & Mail articles featuring 21 stock picks (published under PM's byline).
30% average return, 62% hit rate (13 of 21 positive) · U.S. picks: 47% return, 67% hit rate · Canadian picks: 35% return, 78% hit rate.
Identified high-conviction multi-baggers: Commodity screen averaged +128% return; Earnings Revision screen averaged +86% return; best single pick +219% return.
Maintain Canadian model portfolio (market-weight); monthly investor updates. Strategy underlies INOC ETF ($30M AUM), NASDAQ-listed.
Developed AI-powered financial data extraction workflow using Python and Anthropic LLM API — significant cost reduction and operational efficiency gains.
Subject matter expert in client-facing sales demonstrations; answering client queries on API endpoints.

May 2018 – Jun 2022

Attorney-at-Law

New York State Bar · Bar Council of India · Wills, Estate & Tax · Federal Law

Provided legal consultation on Wills, Estate and Tax Federal law for a high-net-worth client in Portland, OR.
Cross-border legal research, commercial documentation drafting, and client advisory with U.S. attorney as independent contractor.
Conducted client interviews and case management; drafted legal notices, affidavits, and commercial documentation.

03 — Projects & Competitions

Work That Moves Markets

Personal Project · 2026

AI Consult

Rapid preliminary vetting tool for high-conviction deep research. Delivers institutional-quality equity analysis on any globally listed stock — adjustable DCF model (bull/base/bear), analyst consensus targets, composite fair-value signal, two-pass LLM pipeline for full research reports.

Python Claude API Claude Code DCF Model yfinance

Personal Project · 2025–2026

Quantodian

Institutional-grade factor research platform covering S&P 500 and TSX 60. Computes 20+ factors across Quality, Value, Growth, Momentum and Sentiment categories using Compustat and IBES data. Quintile backtesting with IC analysis, Sharpe ratios, and cumulative return charts — built to defend every design decision in a systematic AM interview.

Python Flask Compustat IBES Factor Research Backtesting

Personal Project · 2025–2026

Market Intelligence — Daily Report

Automated Python system that generates a comprehensive morning market briefing every weekday at 7 AM and a rotating GICS sector deep-dive every Saturday. Covers global equities (US, India, Canada), fixed income, FX, commodities, crypto, news aggregation from 9 sources, a sector 6-Pack, and economic calendar. OS-level scheduling — runs without any app open.

Python yfinance RSS Aggregation PDF Export Cron Scheduling

Competition · Top 10 of 250+ Teams

Harvard Global Case Competition

Buy-Side M&A Analysis — Ferrari / Pirelli. Built three DCF models, three Comps models, and a synergy model. Presented recommendation to acquire Brembo instead.

DCF Comps Synergy Model M&A Strategy

Competition · Best Presentation & Analysis Award

McGill International Portfolio Challenge

Designed hybrid DB & DC pension portfolio strategy for Florida based on demographic and economic forecasting. Won Best Presentation & Analysis Award out of 99 teams.

Asset Allocation DB/DC Strategy Demographic Modeling

Globe & Mail · 7 Articles

Published Stock Pick Track Record

30%

Avg Return

62%

Hit Rate

219%

Best Single Pick

Total Picks

"Canadian Stocks with Positive Analyst Sentiment" Earnings Revision Screen · 10 stocks · Jun 2025
"U.S. Mining Companies Amid Surging Commodity Prices" Commodity Cycle Screen · 10 stocks · Jul 2025
"Industry Leaders to Weather Weaker Canadian Economy" Quality/ROIC Screen · 11 stocks · Sep 2025
"S&P 500 Stocks with Consistent Dividend Growth" Dividend Growth Screen · 12 stocks · Oct 2025
"TSX Momentum Stocks Supported by Fundamentals" Momentum Screen · 12 stocks · Nov 2025
"U.S. Quality Leaders for Steepening Yield Curve" Cyclical Quality Screen · 12 stocks · Dec 2025
"High-Quality U.S. Healthcare Names" Health Quality Screen · 3 picks · Mar 2026

Equity Research Quantitative Screening Canadian Markets U.S. Markets Globe & Mail

04 — Education

The Foundation

MBA in Investment Management

John Molson School of Business · Concordia University

2022 – 2025 · Montreal

Achievements CGPA 4.08/4.3 — top-ranked graduating cohort · Goodman Institute Scholarship (merit) · JMSB Exceptional Performance Award (×2) · Highest Cumulative GPA Award · Teaching Assistant (Corporate Finance) Coursework Equity Valuation · Portfolio Management · Financial Modeling · Fixed Income Analysis · Corporate Finance · Macro & International Economics · Investment Banking · CFA Program curriculum integrated throughout Competitions & Activities Harvard Global Case Competition (Top 10 / 250+ teams) · McGill Portfolio Challenge (Best Presentation & Analysis Award) · CFA Institute Research Challenge

Master of Laws (LLM)

Fordham University · School of Law

2017 – 2018 · New York, USA

Specialisation IP, Technology & Corporate Law · US Legal System · Securities Regulation · International Business Transactions · Corporate Governance Qualification Admitted to New York State Bar (2019) · Cross-border corporate advisory and commercial law practice

BBA LLB (Hons.)

Christ University

2012 – 2017 · Bangalore, India

Programme Five-year integrated dual degree combining business administration and legal education at a globally ranked institution Coursework Corporate Law · Business Finance & Accounting · Commercial Law · Constitutional Law · Company Law · Civil Procedure · Contract Law Qualification Admitted to Bar Council of India (2021)