Kartik K.

Looking for someone who can transform complex financial data into actionable insights? I'm a seasoned investment analyst with around 10 years of experience across credit research, equity analysis, and financial modeling—helping hedge funds, PE firms, family offices, and businesses make confident investment decisions. What I Bring to the Table: I specialize in building robust financial models and conducting deep-dive research that directly impacts investment decisions. Whether you need a complex LBO model built from scratch, an investor-ready pitch deck, detailed credit analysis, or comprehensive investment research, I deliver work that's accurate, insightful, and presentation-ready. Core Expertise: ✓ Financial Modeling: DCF, LBO, M&A, 3-statement models, real estate pro formas, private equity waterfall models, debt structuring models, and custom Excel solutions ✓ Excel Mastery: Complex spreadsheets, automation, financial dashboards, scenario analysis, and sensitivity tables ✓ Investment Research: Equity research reports, credit analysis (IG/HY bonds), industry research, company deep-dives, and investment memos ✓ Credit Analysis: Spread analysis (OAS, Z-spread, G-spread), covenant analysis, capital structure evaluation, and credit risk assessment ✓ Technical & Fundamental Analysis: Chart patterns, indicators, financial statement analysis, and valuation (comps, precedent transactions, DCF) ✓ Financial Planning: Business forecasting, budgeting models, cash flow projections, and strategic financial planning My Background: I'm a CFA with extensive experience across the investment spectrum. I've covered 30-40 credits simultaneously for global asset managers, built financial models that influenced multi-million dollar investment decisions, and prepared research reports for fund managers and investment committees. Currently, I work with Lean Research, where I handle diverse financial modeling assignments spanning real estate, private equity, private credit, and more. I've also created numerous pitch decks and investment presentations for clients - translating complex financial analysis into compelling visual stories that resonate with investors and stakeholders; while also training and mentoring research teams. Before this, I spent years as a credit research analyst at WNS and an investment research analyst at Intellimation, working closely with portfolio managers, conducting management calls, and analyzing everything from automotive bonds to emerging market credits. Who I Work With: Hedge funds & asset managers needing research coverage or modeling support Private equity firms requiring deal models, portfolio company analysis, or valuations Family offices looking for investment research or financial planning Startups and small businesses needing financial models, forecasts, or business plans Investment banks, consultants, and advisors requiring analytical support Buy-side and sell-side firms needing equity/credit research Individual investors seeking professional-grade analysis Startups and entrepreneurs needing investor pitch decks and financial projections I'm Sector-Agnostic Whether it's analyzing a REIT's property portfolio, modeling a leveraged buyout, evaluating a high-yield bond, or building a 10-year financial forecast for a startup—I adapt quickly and deliver quality work across industries. What You Can Expect: → Accuracy & Attention to Detail: Financial models that are error-free, well-structured, and auditable → Clear Communication: I explain complex concepts simply and keep you updated throughout → Timely Delivery: I respect deadlines and deliver when promised → Flexibility: Whether it's a quick Excel fix or a multi-week research project, I'm adaptable to your needs My Approach: I don't just crunch numbers—I understand the story behind the data. Every model I build and every report I write is designed to help you make better investment decisions. I ask the right questions upfront, maintain clear communication, and deliver work that's ready to use immediately. Let's Work Together: Whether you need ongoing analytical support, help with a one-time project, or hourly consulting—I'm here to help. I'm comfortable with long-term engagements where I become an extension of your team, as well as shorter projects where you need quick, expert help. Ready to get started? Send me a message with your project details, and let's discuss how I can add value to your work. I typically respond within a few minutes and can often start immediately.