Nikita Stepanov

Educational experience

• The Russian Foreign Trade Academy

  International Ecomonics, Bachelor's Degree

• The Russian Foreign Trade Academy

  International Finance, Master's Degree

• School of Finance

  TMT & Retail Sectors, Additional Education

Work experience

• FINAM

  TMT sector equity analyst — 1 year 1 month More >

  Responsibilities:
  - Covering stocks in the TMT sector in Russia, the US and China;
  - Evaluating companies (multiples & DCF) and ETFs and setting up target prices;
  - Providing expert opinion on media requests and creating daily newsletters;
  - Participating in Finam and RBC broadcasts;
  - Creating initiation researches before companies' IPO and pre-IPO;
  - Working in Refinitiv and Cbonds systems.
  
  Accomplishments:
  - I manage to cover 28 tickers simultaneously and do regular updates on each company every single quarter;
  - I have a high score among analysts on financemarker.ru due to frequent execution of investment ideas.

• Independent investment activity

  Investment analyst — 3 years 1 month More >

  Responsibilities:
  - Analyzing industries to find undervalued and promising companies among competitors;
  - Analyzing the Russian debt market in order to create a bond portfolio;
  - Reading IFRS and RAS statements and modeling them;
  - Forecasting the company's value using DCF method and multiples;
  - Analyzing macroeconomic trends in Russia and the world;
  - Managing portfolios on Russian, US and crypto markets;
  - Managing a telegram channel dedicated to investments (@DrawStoks);
  - Participating in specialized conferences.
  
  Accomplishments:
  - Current US portfolio YTD return is 50% (S&P 500 28%);
  - Russian portfolio is consistently outperforming the MCFTR index.
  - High engagement of the audience in the Telegram channel due to the way of presentation and informational value of my posts even in a bear market.

• VTB

  Credit Analyst —  5 months More >

  Responsibilities:
  - Consolidation of group companies' reporting (RAS);
  - Analyzing reports in order to establish credit rating;
  - Analyzing industry trends to identify business growth points;
  - Writing credit memorandums;
  - Working in MS Excel, PowerPoint, Word and SPARK information system.
  
  Accomplishments:
  - Participated in setting credit limits for companies from such industries as pharmaceuticals, road construction, metal processing and hospitality totaling over 60 billion rubles;
  - Established the rating of a bank client from scratch within 3 days due to the urgency of the task.

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