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About
Viraj Joshi is an Equity Research Analyst at GlobeFlex Capital L P, based in San Diego, CA. He is responsible for conducting in-depth fundamental analysis, financial modeling, and valuation of public equities to support investment decision-making. His work involves monitoring market trends, analyzing company financials, and providing actionable investment recommendations to portfolio managers.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| GlobeFlex Capital | Equity Research Analyst | Mar 2024 to Present | — |
| Beyster Institute | Financial Modeling Specialist | Aug 2023 to Dec 2023 | •Performing Complex Financial Analysis, including DCF, change in company stock and modeling the effect of financing activities on company cash flow for ESOPs along with data analysis and visualization... |
| University of California, San Diego - Rady School of Management | Teaching Assistant | Jan 2023 to Mar 2023 | MGT 45: Principles of Accounting (Prof. Eric Floyd) MGT 162R: Negotiations (Prof. Uri Gneezy) |
| University of California, San Diego - Rady School of Management | Strategic Initiatives Management Intern | Oct 2022 to Dec 2022 | • Estimating costs and benefits of multiple actions and/or solutions and providing recommendations. • Developing presentations for internal and external audiences. • Formulating and collaborating on i... |
| University of California, San Diego - Rady School of Management | CFA Institute Research Challenge Analyst | Oct 2022 to Feb 2023 | Participant in the annual CFA Research Challenge organized by the CFA Society, San Diego representing University of California San Diego. |
| My Wealth Guide | Finance and Operations Intern | Aug 2021 to Jan 2022 | •Analyzed global financial products such as insurance, gold, bonds, stocks, and mutual funds to compile product notes and spreadsheets. •Designed a mutual fund competitive analysis tool comprising ove... |
| Opulence Business Solutions Pvt Ltd. | Investment Banking Analyst | Oct 2020 to Dec 2020 | •Built a pitchbook for Aviation Sector in India for potential deals, proposals, mergers and acquisitions. •Collated, organized and analyzed data using spreadsheets to build a global aviation industry ... |
| Tradions : Your Private Analyst | Equity Research Analyst | May 2020 to Jul 2020 | •Performed analysis and prepared investment reports on over 22 equities across 7 sectors. •Provided daily technical guidance and support to trading team members. •Drafted a detailed report on Corporat... |
Education
University of California, San Diego - Rady School of Management
Master's degree, Finance
2022 — 2023
KJ Somaiya College of Engineering, India
Bachelor's of Technology, Information Technology
2018 — 2022
Others at Globeflex Capital L P (10)
| Name | Role | Location |
|---|---|---|
J James Peterson | Partner and Deputy CIO | Coronado, CA , United States |
 | Client Service and Partner | San Diego, CA , United States |
N Noah Bretz | Partner | San Diego, CA , United States |
Q Qiao Wen | Partner, Portfolio Manager and Research | CA , United States |
 | Portfolio Manager | United States |
T Trishul Goswami | Partner | Portfolio Manager | San Diego, CA , United States |
 | Partner and Chief Financial Officer | Philippines |
 | Fundamental Research Analyst | Boston, MA , United States |
S Sarim Alpin | Fundamental Research Analyst | Waltham, MA , United States |
S Svetla Mincheva | Fundamental Research Analyst | Cambridge, MA , United States |
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