Fatehbir Singh Sohu

Asset Management | Investment Banking | Corporate Finance & Financial Consultancy

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Hey! 👋🏻 I’m Fatehbir Singh Sohu, and I’m passionate about exploring various aspects of finance.

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Finance Portfolio

The following are sample Stock Report and Financial Models with DCF and Relative Valuations (embedded with real-time stock data updates)

Lululemon Athletic Inc. (NasdaqGS:LULU)

Lululemon Stock Report	View	Download
Financial Model with Valuations	View	Download

Stelco Holdings Inc. (XTSE:STLC)

Financial Model with DCF Valuation

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Professional Summary

Professional Summary: 4+ years of experience in Financial analysis (Investment Analysis), Business and Data analysis

Fatehbir Singh Sohu is an emerging finance professional, recently graduated with an MBA (Finance) from the John Molson School of Business, Concordia University, where he honed his expertise in financial analysis, strategic decision-making, and business analysis and growth.

With a robust foundation in Finance and Data Analysis, supported by a Bachelor of Business Administration with specialization in Finance and successful completion of the CFA Level 2 exam, Fatehbir brings a deep understanding of financial modelling & analysis, business & data analysis, equity research and valuation.

PLUM Profile (Aptitude – psychometric test)

Skillset (Click to Expand)

Financial Modelling and Analysis
Business and Data Analysis
Equity Valuations
Market research and analysis
Management Consulting
Deal pricing, review and negotiation
Teamwork & Time management
Advance Excel (VBAs) – MS Office and G-Suite

Corporate Experience (Click to Expand)

Financial Analyst – Relay Financial, Toronto, Ontario, Canada (2025-present) (Click to expand)

Conduct financial risk assessments and data analysis using Crystal Reports and CRM tools to support strategic planning, transaction monitoring, capital allocation, and compliance initiatives.

Apply Anti-Money Laundering (AML), and Enhanced Due Diligence (EDD) frameworks to mitigate regulatory and transactional risk while advising cross-functional teams on financial processes, audit readiness, and reporting accuracy.

Collaborate with internal stakeholders and clients to resolve high-impact financial issues, contribute to budgeting and risk modeling, and enhance SMB client experience in a fast-paced fintech environment.

Financial Business Consultant – Concordia Small Business Consulting Bureau (CSBCB), Montreal, Quebec, Canada (2024 – 2025) (Click to Expand)

Conducted financial and operational assessments to identify growth opportunities and improve profitability for SME clients, resulting in an average of 25% cost reduction and 55% revenue increase. Provided actionable insights on customer behaviour, market dynamics, and sector trends to support strategic planning and go-to-market execution.
Built detailed financial models to assess feasibility and returns of new opportunities, incorporating scenario analysis, valuation benchmarks, and financial forecasting. Integrated internal KPIs with external market research to support strategic initiatives, capital planning, and financial optimisation of the businesses. Synthesized outputs into investment thesis and investor presentations to guide funding discussions and expansion plans.

Senior Research Assistant (Department of Finance) – Concordia University, Montreal, Quebec, Canada (2023-2025) (Click to Expand)

1. Cryptocurrency and DeFi Lexicon:
• Compiled a comprehensive Lexicon on Cryptocurrency and Decentralized Finance for the Department of Finance at Concordia University.
• Reviewed and analyzed industry trends to support the Director of the Desjardins Centre for Innovation in Business Finance.
• Collaborated with a team to ensure the accuracy and relevance of the research findings.

2. Ethical conflicts from Environmental sustainability regulators joining as the CSO or management of the private companies:
• Led the data collection phase for a research project evaluating ethical conflicts arising from environmental regulators joining private sector leadership roles

3. Cybersecurity Risks and Incidents Disclosure: A Literature Review
• Compiled extensive terms’ data used in the literature review.

Equity Research Associate / Senior Financial Analyst – Prabhu Securities, India (2021-22) (Click to Expand)

Performed fundamental equity research and analysis and due diligence from the long-term perspective (5-10 years) and recommended equity research for the Long-term Equity allocated portfolio of approximately INR 100 million plus.
Equity valuations were successfully used in 15% profitable investment decisions, leading to 5% growth in portfolio returns and collaborated with internal & external stakeholders to refine investment memorandums and enhance research reports.
Performed extensive due diligence which included financial statement analysis, financial modelling, data analysis, quantitative analysis, Discounted Cash Flow analysis and comparable company analysis, preparing investment thesis, precedent transaction analysis, industry and company research, investment analysis, earnings report analysis, capital market research and analysis, analysing mergers and acquisitions reports, and preparing client presentations.

Financial Analyst – Wipro Ltd., India (2020-21) (Click to Expand)

Managed 30 clients of Wipro Ltd. amounting to approx. $180 million in total contract value. Performed Financial Analysis and contract negotiations and provided financial revenue planning, forecasting and budgeting support to the FP&A department.
Performed and negotiated final contract pricing with the clients on behalf of the Wipro revenue & pricing team, leading to successful 5% increase in operating profit margins of the Automotive Sector of Wipro.

Co-founder (CFO & Financial Analyst) – Mashooriya Enterprises LLP, India (2019-2020) (Click to Expand)

Founded a marketing firm specializing in innovative branding strategies. Secured long-term client contracts with Tesco and Café Coffee Day. Delivered 3x revenue growth in the first two years through strategic financial planning and effective client relationship management.

Academic Background (Click to Expand)

Master of Business Administration (2023 – 2025) (Click to Expand)

MBA (specialization in Finance) – John Molson School of Business – Concordia University

Montreal, Quebec, Canada

Grade: Overall, 3.89 GPA – “A” Grade, Distinction

Awards:

Beta Gamma Sigma Chapter (for academic excellence)
Recipient of the Concordia Merit Scholarship (for academic excellence)
Golden Key International Honour Society (for academic excellence)

Clubs & Extracurriculars:

President – Finance and Analytics of the John Molson Entrepreneurship Club
Vice President – Content and Communications of the John Molson Graduate Investment Club

CFA Level-2 passed (2023) (Click to Expand)

CFA Level-1 and 2 passed, aiming to pursue Level-3

Bachelor of Business Administration (specialization in Finance) (2017-20) (Click to Expand)

BBA (Finance) – Christ University

Bangalore, Karnataka, India

Grade: Secured 3.71 / 4.00 GPA (As per WES international education standards, 3.81 / 4.00 GPA)

Clubs & Extracurriculars:

Team Captain (Handball): The team won 5 zonal, 5 district level, and 1 C.B.S.E. North-zone Cluster championship and qualified for the National Level Handball championship (India).

Guard Of Honor [NCC Pb 10 Air Sqn NCC (Branch of Indian Air Force at the Rank of Cadet)]