Utsav Verma

Background

About Utsav Verma

Greetings! With two decades of experience in investment research and financial analytics, I am an accomplished professional known for building world class research teams within global banks. As a Director at Citigroup, I take pride in leading a team of talented research professionals and driving strategic initiatives.My dedication to Equity Research is evident through impactful product development. I've conceptualized Research branded products, generating actionable insights and thought leadership. Crafting research reports, industry analyses, and financial models has contributed to our team's remarkable coverage growth—from no coverage to covering numerous stocks with a substantial market cap from our Mumbai center.My expertise extends to data analytics, enriched by a year at IIM-B where I honed ML techniques using Python. Projects including sentiment analysis, predictive analytics, time series forecasting, and clustering empower me to leverage data for differentiated research content.Under my guidance, the Mumbai Research team has evolved into global client-facing staff, securing heavy broker votes and Institutional Investor recognition from top-tier clients. Our active participation in IPOs and conferences underscores our commitment to client success.A cornerstone of my profile is a comprehensive understanding of business management and strategy. From headcount allocation to spearheading corporate strategy and communication, I've navigated complex operational challenges, contributing to success at RBC, Evalueserve, and leading Research team transformations. My HR-centric roles contributed significantly to talent development, competitive benchmarking, training, and diversity initiatives. My journey has noteworthy achievements, from a job offer at Polaris Software after my bachelor’s to becoming a CFA Charterholder and earning recognition as an outstanding industry mentor from CFA Society. Pursuing Independent Director’s Program has positioned me for a potential Board Director role with CFA Society, India. Nominated for leading Investment Research Practice for Romania and as key account manager for Lazard reflect my strategic acumen. My affiliations with IIT-KGP, IIM-B, and CFA Society have fostered a robust professional network.Beyond my current role, I'm passionate about angel investing and nurturing innovative business models. Community-driven initiatives with NGOs and my commitment to running reflect my values. Thank you for visiting my profile. Let's push the boundaries of innovation and excellence in the financial industry together.