MY PORTFOLIO

Investment Analyst · CFA Level III Candidate

Anuj / Anand

Investment Analyst at Inovestor Inc.
LLM · MBA · Dual-Qualified Attorney (NY & India)

−2.7% YTD Return · 2 Holdings

Top-ranked MBA graduate with a passion for macro and fundamental equity analysis, translating rigorous financial research and legal expertise into investment conviction.

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−2.7%
Personal Portfolio · YTD Return
4.0
Highest CGPA ·
Concordia MBA(converts from 4.08 / 4.3 scale)
10
Published Globe & Mail Articles
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
⚖
Dual-Qualified Attorney
New York Bar (2019) · Bar Council of India (2021)
◆
CFA Level III Candidate
Passed Level II · Wrote Level III Aug 2026
🎓
MBA in Investment Management
Concordia University · CGPA 4.08/4.3 · Top-Ranked
🎓
Master of Laws (LLM)
Fordham University, New York · IP, Tech & Corporate Law
🏆
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
  • Three terms: May–Aug 2023 (CO-OP), May–Aug 2024 (Intern), May 2025 – Present (full-time).
  • Published quantitative screens: authored ten Globe & Mail screening articles covering Canadian and U.S. equities (four under own byline, six under the portfolio manager's byline) spanning quality, value, momentum, dividend growth, cyclical and defensive quality, cash flow momentum, and share buybacks.
  • Model portfolio support: support the firm's Canadian equity model portfolio (market-weight) including rebalancing execution and monthly investor reporting with performance commentary, holdings changes, and presentation materials. The same systematic methodology underlies the INOC ETF, a TSX-listed equal-weight strategy with approximately $30M AUM.
  • Stockpointer strategies: maintain the firm's quantitative model U.S. portfolio and a separate active Canadian XOG portfolio with fundamental overlay, including rebalancing execution, performance tracking, and trade implementation.
  • Fundamental analysis on portfolio additions: conduct bottom-up review of names surfaced by quantitative screens, including business model assessment and financial statement analysis before inclusion in the model portfolio.
  • AI-powered data extraction: built Python and Anthropic LLM API workflow for automated financial data extraction, reducing manual processing time and improving data consistency in internal research pipelines.
  • Client-facing role: serve as subject matter expert in sales demonstrations of the firm's quantitative analytics platform, handling client questions on strategies and API integration. Create quant-based equity strategies for clients.
Sep 2024 – Apr 2025
Founder, MBA Investment Club · Teaching Assistant
Concordia University · John Molson School of Business
  • Founded Goodman MBA Investment Club focused on practical financial analysis and portfolio management.
  • Designed and delivered Python for Finance workshops; mentored 10+ MBA students on CFA preparation and equity research methodology.
  • Appointed Teaching Assistant for the Investment Management program (Corporate Finance).
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 · Live Portfolio · 2025–2026
Personal Investment Portfolio

A live equity portfolio of 2 individual stock positions across Canadian and U.S. markets, built to put conviction behind the analysis. −2.7% YTD return. Positions selected using multi-factor screening, fundamental analysis, and macro overlays.

Equity Research Fundamental Analysis TSX + NYSE CAD / USD
View Portfolio → −2.7% YTD · 2 Holdings
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, so it runs without any app open.

Python yfinance RSS Aggregation PDF Export Cron Scheduling
View Reports →
Personal Project · 2025–2026
Yield Curve Dashboard

3D yield-curve workstation for US Treasuries and Government of Canada bonds, spanning 1962 to today. Renders the full term structure (1M – 30Y) as a soft- shaded surface over time, with a date scrubber for replaying any week's curve, ghost-history overlays, classic 2s10s and 3m10y spread series with inversion bands, and side-by-side US-vs-Canada comparison. Auto-classifies the current regime as Inverted / Flat / Normal / Steep. Refreshes weekly from FRED and the Bank of Canada Valet API.

Python Plotly FRED Bank of Canada 3D Surface Fixed Income
Open Dashboard →
Personal Project · 2025–2026
Sector Rotation Dashboard

Interactive Relative Rotation Graph tracking all eleven S&P 500 sectors against SPY through the Leading / Improving / Weakening / Lagging quadrants. Computes RS-Ratio and RS-Momentum on weekly bars, plots 8-week tails for momentum reads, flags entry/exit signals on quadrant transitions, and surfaces a composite Risk-On / Risk-Off market regime. Refreshes weekly from yfinance.

Python Plotly yfinance RRG Methodology Sector Rotation
Open Dashboard →
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
Launch App →
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
Competition · Top 10 of 250+ Teams
Harvard Global Case Competition

Buy-Side M&A Analysis on 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 · 10 Articles
Published in the Globe & Mail

10 articles published in the Globe & Mail Number Cruncher column. Four published under my own byline (★); six published under the portfolio manager's byline as contributing analyst.

★ Published under my own byline

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)
Featured Student Profile Concordia University · John Molson School of Business
View Profile →

06 · Skills & Tools

The Edge

Investment & Research
Equity Analysis & Valuation 95%
DCF / LBO / Comps / M&A 90%
Multi-Factor Quant Screening 88%
Portfolio Management 85%
Factor Research (IC / Quintile BT) 80%
Technical
Python (pandas, NumPy) 82%
AI / LLM Integration (Claude API) 85%
Bloomberg Terminal · FactSet 80%
CPMS Quantitative Screening 85%
Legal & Advisory
Wills, Estate & Tax Law 88%
HNW Client Advisory 83%
Certifications
  • CFA Program: passed Level II; wrote Level III Aug 2026
  • Wall Street Prep: LBO Modeling, M&A, Private Equity
  • Bloomberg Market Concepts Certificate
  • NY Bar Admission · Bar Council of India Admission
  • Goodman Institute Scholarship · JMSB Performance Award ×2
Competition Awards
  • Harvard Global Case Competition: Top 10 of 250+ teams
  • McGill Portfolio Challenge: Best Presentation & Analysis Award
  • CFA Institute Research Challenge participant

07 · Contact

Let's build something exceptional together

Excited to connect over portfolio management, fundamental equity analysis, quantitative research, and business valuation. Always open to conversations at the intersection of finance, law, and technology.

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