Mamta Valechha
Equity Research Analyst
London
What attracted you to a career in wealth management?
After completing my master’s degree in Investment and Finance at Queen Mary University of London, I soon realised that in addition to utilising my analytical skills, the ability to expand my knowledge base each day, taking a deep dive into the operations of a company and sharing my views through my recommendations, that the world of Wealth Management was for me.
My journey as an Equity Research Analyst began in 2014 at Killik & Co, and later in 2019 I joined Quilter Cheviot as a generalist in the Equity Research Team, eventually taking responsibility for the coverage of the Consumer Discretionary sector.
I am also a CFA chartered holder.
How do you approach your role on a daily basis?
In my role as an Equity Research Analyst, I identify attractive investment ideas and value-added perspective of companies within the Consumer Discretionary space across the UK, Europe, and the US, with the aim of producing positive performance and help meet clients’ long-term financial needs.
What I enjoy about covering the Consumer Discretionary sector, is that relative to other sectors, this space is more ‘tangible’ – on a given day, you will be consuming a product or a service from a company within this sector. It is also a sector where psychology plays a role, and this adds an exciting layer when making a recommendation.
What are your interests outside of work?
Outside of work, a hobby which I am cultivating is dancing, more specifically semi-classical Bollywood and Kathak, which is one of India’s classical dance forms. To me dancing is an outlet to express my creativity, embrace my culture and encourages discipline.
Growing up in the Caribbean what I miss the most is being surrounded by nature. While sometimes going through green spaces around London is enough, other times escaping into nature through a walk into the woodlands or hiking is what is needed to reconnect.