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BBA Finance · CFA Level 1 Candidate

Etoko Thapa

Investment analysis & financial markets. Building analytical precision on the path to CFA certification.

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About

Finance. Analysis.
Conviction.

A BBA Finance graduate with deep curiosity for investment analysis, financial markets, and valuation. Currently pursuing the CFA Level 1 designation — building the rigorous, ethical foundation expected of investment professionals worldwide.

BBA.
Finance Graduate
CFA1
Level 1 Candidate
5+
Finance Projects
Learning Mindset
CFA Program — Active Candidate

The CFA
Journey

  • Equity Investments & Security Analysis
  • Fixed Income & Derivative Markets
  • Financial Statement Analysis (IFRS/GAAP)
  • Portfolio Management & Wealth Planning
  • Ethical & Professional Standards
  • Quantitative Methods & Economics
Core Competencies

The Toolkit

Developed through academic rigour, self-directed learning, and hands-on project work.

01
Financial Analysis
Ratio analysis, trend identification, performance metrics
02
Financial Reporting
Income statements, balance sheets, cash flow, IFRS/GAAP
03
Valuation
DCF modelling, comparables, intrinsic value assessment
04
Portfolio Analysis
Risk-return optimisation, asset allocation, attribution
05
Excel & Modelling
Advanced spreadsheets, financial projections, dashboards
06
Data Analytics
Quantitative data interpretation, statistical analysis
07
Investment Concepts
Equities, fixed income, derivatives — CFA curriculum
08
Analytical Thinking
Structured reasoning, evidence-based decision-making
Featured Work

Projects & Case Studies

All Work →
01 / 05

Financial Portfolio Tracker

Excel-based portfolio tracker monitoring asset allocation, tracking returns, and calculating risk metrics including Sharpe ratio and beta across equity holdings.

Excel Portfolio Risk Metrics
GitHub
02 / 05

Market Analysis Dashboard

Interactive dashboard analysing equity market trends, sector rotations, and macro indicators. Incorporates price momentum signals and valuation multiples.

Analytics Markets Macro
GitHub
03 / 05

Valuation Case Study

Deep-dive intrinsic valuation using DCF, EV/EBITDA comparables, and DDM models. Includes sensitivity tables and a full investment thesis summary.

DCF Comparables Thesis
Report
04 / 05

CFA Study Notes

Structured notes across all CFA Level 1 topic areas — ethics, quant methods, economics, FSA, equity, fixed income, derivatives, and portfolio management.

CFA Study Reference
GitHub
05 / 05

Financial Data Analysis

Quantitative analysis examining cross-sectional returns and sector performance using statistical tools to derive actionable investment insights from market data.

Data Statistics Quant
GitHub

More Coming Soon

Currently building new projects

"It doesn't matter where you start — it's how you progress from there."
Learning Journey

Experience & Milestones

Present — Ongoing

CFA Level 1 Candidate

CFA Institute — Self-directed Preparation

Rigorously preparing across all 10 topic areas of the CFA curriculum. Building mastery in ethical standards, quantitative methods, economics, FSA, equity investments, fixed income, and derivatives. Developing the analytical and ethical framework expected of global investment professionals.

Academic Foundation

BBA in Finance

Bachelor of Business Administration — Finance Major

Comprehensive undergraduate programme covering corporate finance, investment theory, financial markets, managerial accounting, and business strategy. Developed analytical skills through case studies, financial modelling, and applied research bridging theory with practical market realities.

Skill Development

Analytics & Technical Skills

Self-directed Learning — Projects & Courses

Expanding technical skillset through data analytics, financial modelling, and investment research. Completed portfolio construction, equity valuation, and market analysis projects — applying academic knowledge to real-world financial datasets and scenarios.

Looking Forward

Career Aspirations

Investment Analysis · Equity Research · Portfolio Management

Aspiring to contribute to investment management, equity research, or financial analysis professionally. Seeking opportunities to apply analytical capabilities within teams that value intellectual precision, curiosity, and ethical practice. Path: CFA Charterholder.

Get in Touch

Let's Connect

Open to internship opportunities, collaborative projects, mentorship, and professional networking. Whether you're a recruiter, fellow finance professional, or prospective collaborator — reach out.