Ruchika Raju

- Conduct fundamental financial analysis to assess investment opportunities and analyze and maintain market data, industry data, alternative data to support analysis. - Build and maintain complex financial models and valuation analyses and communicate due diligence findings with the investment team and provide recommendations. - Listen to earnings calls/read transcripts, attend industry events/conferences, speak with third-party experts, consultants and liaise with sell-side and other buy-side analysts and help manage information flow. Training Year at UBS (Jul 2020 - Jul 2021) - Aided teams in detailed upkeep of legacy models and forecasting future financials through comprehensive analysis by listening to earnings calls/conference calls, reading transcripts, and exploring public filings and relevant research. - Listened into client-facing calls with companies and experts with senior analysts to understand investors’ perspective and the key debates around stocks and sectors. - Helped draft first-read publishings, quarterly opinions, and initiation reports for new coverage. - Analyzed and presented proprietary Evidence Lab data to add meaningful additional insight to financial analysis. - Created interactive and dynamic dashboards from findings and proprietary data where appropriate and necessary. - Enhanced models by incorporating automation where possible to reduce time spent in updating models. - Pitched 2 stocks (one in each rotation) to a combination of UBS management, supervisors, and peers. - Liaised with sales professionals and senior analysts at UBS to frame research in a way that is meaningful to investors.

- Competitively selected to actively manage $3M of the college endowment fund with the objective of long-term capital appreciation with a conservative level of risk. - Conducted intensive fundamental and quantitative research to identify and pitch stocks that are good values at their current market prices to a committee of peers, executives-in-residence, and the chief investment officer. - Executed appropriate trades to enter, adjust, or exit a position if a stock pitch passes the approval process.

- Competitively selected as the first undergraduate intern to serve on the sub-committee of the Babson College Endowment responsible for selecting and managing $120 Mn of the endowment’s investments in private equity and venture capital funds. - Implemented, managed, and updated a CRM system to manage deal flow while providing insight into the existing pipeline.

- Competitively selected to tutor ‘Quantitative Methods for Business Analytics’ to undergraduate students by providing one-on-one and group tutor sessions tailored to address varied individual needs. - Compiling weekly student logs and weekly schedules from other tutors (3) and submitting them to supervisor. - Prepare and review exercises, consulting primarily in larger groups with rotating shifts addressing problems from various fields and from an array of professors.

- Selected to review, grade and provide feedback for 30 homework assignments (per week) for undergraduate students taking the course. - Helped review and edit the midterm and final examination.

- Competitively selected to tutor ‘Principles of Finance’ for undergraduate students. - Provided individual 30-minute sessions dedicated to explain financial concepts and help guide students through the steps of financial modelling and problem-solving.

- Sorted, logged, shelved & distributed mail to students living on campus.

- Reviewed, edited, and drafted reports pertaining to market efficiency, loss causation and damages, and other class action securities litigation subject matters to increase strength of argument and run quality control for errors. - Used the Bloomberg terminal, Capital IQ, CRSP, Factset, Thomson Reuters: Eikon, Factiva and other software databases to collect, analyze, and organize company, shareholder, legal, and security data. - Built valuation models & other analysis tools to draw meaningful conclusions about stock price movements within class period.

- Assisted the StoneTurn complex business disputes team in relation to various client matters. - In particular, provided detailed financial analysis in relation to various aspects of a valuation matter in which our client was being sued for transferring shares in a well-known high-street retail company at an alleged undervalue. Work involved detailed consideration of valuations conducted on income, market multiple and net asset value approaches.   - Undertook research, and attended pitch, for potential large-scale competition damages matter.

"The Honors International Program in London offers students the opportunity to combine academic study with a volunteer internship in a business environment. The program aims to provide students with a unique learning experience that enables them to develop global competencies. Students are selected to participate based on the following criteria: academic standing; interest in international business and culture; ability to adapt to living, working, and studying overseas; and leadership".