Sumeet Gupta, Cfa
About Sumeet Gupta, Cfa
Sumeet Gupta, CFA, is a Senior Investment Analyst, Public Equities at TELUS Pension Investments, specializing in various sectors including consumer discretionary and energy.
Current Position at TELUS
Sumeet Gupta currently holds the position of Senior Investment Analyst, Public Equities at TELUS Pension Investments. Since joining the organization in January 2019, he has been responsible for sourcing and evaluating equity investment ideas across various sectors. His areas of focus include consumer discretionary, consumer staples, technology, media, power and utilities, and energy.
Past Experience at BMO Capital Markets
Sumeet Gupta has several years of experience at BMO Capital Markets in various capacities. He served as an Associate in Investment Banking - Mergers & Acquisitions from 2017 to 2018 in Toronto, and as an Associate in Investment Banking - Energy from 2016 to 2017. Additionally, he worked as an Analyst in Investment Banking - Energy from 2013 to 2016. His journey with BMO began with a role as a Summer Analyst in Investment Banking - Energy in 2012.
Educational Background
Sumeet Gupta earned his Bachelor of Commerce degree from the University of Alberta, specializing in Finance. He graduated as a Silver Medalist in 2013. During his time at the university, he also worked as a Teaching Assistant for Finance 412 - Investment Principles, from 2012 to 2013.
Chartered Financial Analyst (CFA) Designation
Sumeet Gupta holds the Chartered Financial Analyst (CFA) designation. The CFA credential is recognized globally and is considered a significant achievement in the field of investment management. It underscores his expertise and commitment to maintaining high standards of professional excellence.
Specialization in Investment Sectors
With a background in finance and extensive experience in investment banking, Sumeet Gupta specializes in sourcing and evaluating equity investments. His expertise spans multiple sectors, including consumer discretionary, consumer staples, technology, media, power and utilities, and energy. His comprehensive sector knowledge allows him to identify promising investment opportunities and make informed decisions to enhance portfolio performance.