Quantitative finance / MS Finance

Valuation, Portfolio,
and Risk Models

Prior experience

2 Years,
Financial Analyst

CFA progress

Level II
Candidate

Projects built

6

Best stock pick

Teradyne, Inc
Stock Doubled

Background

Rutvik Trikannad

What draws me to finance is chasing one question down to its root: what actually drives value, whether that's a stock's intrinsic price, a bond's exposure to rate shocks, or a portfolio's risk-adjusted return. Long term, I'm working toward the kind of judgment that pairs strong fundamentals with real rigor, the ability to hold a model against reality and trust the result only if it earns it.

I graduated from UMass Boston in May 2026 with an MS in Finance, Investment and Quantitative Analysis concentration. Before that, I spent close to two years as a Financial Analyst at Enterprise Logistics Private Limited in Mumbai, running P&L analysis, KPI dashboards, and quarterly audits for pharmaceutical logistics clients. I build in Python and Bloomberg Terminal now, and the six projects below are what that practice has produced so far.

Outside of finance, travel and fitness shape how I think about investing. Fitness rewards consistency over intensity, travel builds perspective, and I approach markets the same way: disciplined, long-term, and process-oriented.

CFA Level II Candidate MS Finance, 3.9 GPA 3x Bloomberg Certifications
2nd Place, UMass Student Managed Fund Competition 2nd Place, Intercollegiate Supply Chain Competition
CFA Level II
Candidate
MS Finance
3.9 GPA
3x Bloomberg
Certifications
2nd Place UMass Student Managed Fund Competition 2nd Place Intercollegiate Supply Chain Competition

Projects

01
MKW

MARKOWITZ PORTFOLIO
OPTIMIZATION

Optimized a 14-stock portfolio that beat the S&P 500 risk-adjusted

Built a mean-variance optimizer in Python using scipy's SLSQP solver, running 100,000 simulations to map the efficient frontier and solve Min Variance and Max Sharpe portfolios. Backtested both against SPY, QQQ, and XLK over 6 years.

PythonscipyMonte Carlo
02
FI

FIXED INCOME DURATION
HEDGING & CONVEXITY

Duration hedge held P&L within $0.02 across ±3% yield shocks

Modeled bond pricing under flat-yield and term-structure discounting, then built a duration hedge offsetting a $1M bond position with a short in a second bond. Added convexity adjustments to show where linear hedging breaks down.

ExcelDuration Analysis
03
MCV

MONTE CARLO CORPORATE EARNINGS RISK (C-VAR)

Cut tail earnings risk from 8.89% to 3.04% via targeted hedging

Simulated a firm's pre-tax earnings using 4,000 Monte Carlo scenarios across FX, commodity, and rate exposures, then measured downside using 95% C-VaR. Aluminum price hedging delivered the largest risk reduction.

PythonMonte CarloC-VaR
04
DCF

DISCOUNTED CASH FLOW (DCF)
VALUATION DASHBOARD

Interactive dashboard that prices any stock and stress-tests it 20,000 ways

Built a live DCF model in Python that pulls real-time financials and auto-calculates WACC via CAPM. Generates Bull/Base/Bear scenarios and a 20,000-iteration Monte Carlo simulation of intrinsic value.

Pythonyfinanceipywidgets
05
TER

SELL-SIDE EQUITY RESEARCH: TERADYNE (NASDAQ: TER)

Buy rating at $89.79 target, later validated by 100%+ appreciation

Produced an institutional-style equity research report using Bloomberg Terminal data, valuing the stock via EV/EBITDA against peer comparables. Combined with DuPont analysis, Porter's Five Forces, and ESG scoring.

Bloomberg TerminalEV/EBITDA
06
MAC

MACROECONOMIC DRIVERS
OF THE S&P 500

OLS model explaining 92% of S&P 500 variation

Ran a log-linear OLS regression on 34 years of monthly macro data (GDP, CPI, unemployment, FDI). Unemployment and CPI emerged as the strongest statistically significant drivers.

StataOLS Regression

Tools & Credentials

Analysis & Modeling

  • Microsoft Excel, Advanced
  • Python
  • Stata / SAS
  • Power BI
  • SQL — in progress

Market Data & Research

  • Bloomberg Terminal
  • Capital IQ
  • AI/LLM Assisted Financial Analysis

Certifications

  • CFA Level II Candidate
  • International Certificate in Enterprise Risk Management
  • Bloomberg Finance Fundamentals
  • Bloomberg Market Concepts
  • Bloomberg Spreadsheet Analysis
  • Microsoft Excel, Wall Street Prep

Professional Affiliations

  • Certificate Member, Institute of Risk Management (IRM)
  • Member, CFA Society Boston

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