Eshan Mukherjee

Delivered equity research and stock recommendations that drove 24% portfolio outperformance vs. the S&P 500 benchmark, leveraging fundamental analysis and Bloomberg-based market screening. Utilized Bloomberg Terminal for real-time market analysis, equity screening, ETF selection to optimize portfolio diversification and risk-adjusted returns, ensuring alignment with fund's risk tolerance and return objectives.

Built and managed a pipeline of 100+ target companies weekly, maintaining detailed records of progress and insights. Presented investment memos and strategic recommendations to the director, incorporating valuation and operational analysis. Led 30+ interviews and calls with founders and directors of SMBs weekly, assessing strategic alignment and leadership capabilities in target companies.

Designed and executed a data-driven go-to-market strategy for student outreach, applying segmentation frameworks and market prioritization models. Conducted competitive benchmarking and market analysis, identifying positioning opportunities relative to peer institutions across North America and Europe. Developed a targeted account plan integrating demographic insights, enrollment funnel data, and behavioral segmentation to increase applicant conversion.

Assessed credit exposure and macro sensitivity for 50+ companies in the energy and NBFC sectors, flagging covenant breaches and recommending pricing adjustments in volatile rate environments. Used Bloomberg Terminal to analyze bond spreads, interest rate trends, and corporate fundamentals—building a strong understanding of Asian market dynamics. Developed financial models and credit scoring matrices, incorporating key liquidity and leverage indicators to assess default risk.

Coursework: Corporate Finance and Investment Banking, M&A, Modern International Economics Trade and Research, Equities and Derivatives, Fixed Income and Credit, Futures and Options, Quantitative Strategies for Stocks, Financial Analysis & Data Modeling, Risk Management and Hedging, Financial Econometrics. Activities and societies: Goizueta Consulting Association, Real Estate Club.

Relevant Coursework: VC & Private Equity, Modelling with Excel, Macroeconomics, Financial Accounting, Managerial Accounting, Human Biotechnology, Effective Advertising. Clubs and Leadership: Men’s Varsity Tennis (Student Athlete), Babson Finance Association.