Maulik Patel

rd

**-** ** ***. ***#*B Woodside, NY 11377

646-***-**** acpjfy@r.postjobfree.com

Objective: Looking for a position with a respected financial institution and supportive culture where I can live up

to my fullest potential and drive business for the firm

EDUCATION

St. John’s University: Tobin College of Business Queens, New York

Bachelors of Science in Finance and Business Administration December 2013

• GPA: 3.7 / 4.0

• Relevant Coursework: Accounting, Business & Economic Statistics, Commercial Banking, Corporate

Finance, Fund of Capital & Money Markets, International Banking & Finance and Investments

CFA Institute

CFA Level 1 Candidate June 2015

WORK EXPERIENCE

AllianceBernstein New York, New York

Associate Portfolio Manager, Private Client Portfolio Management Group March 2014– Present

§ Proficiently monitoring portfolios’ position weights and risk analytics versus benchmarks and targets,

highlight deviations and build trade orders to balance the portfolios

§ Manage client contributions or withdrawals and ensure cash balances are consistent with product guidelines

and current investment strategy

§ Support the senior portfolio management team, analysts and sales and marketing with special projects related

to the markets and/or the portfolios

§ Utilizing various quantitative portfolio management tools, including portfolio optimization techniques

UBS Uniondale, New York

Fall Wealth Strategy Intern, The Bach Wealth Management Group September 2013– December 2013

• Collaborated with team members and used MoneyGuidePro to develop comprehensive financial plans to meet

clients financial objectives and drive revenue for the firm

• Organized educational seminars to present to over 200 new prospects within a 4 month time period

• Researched investment portfolios and asset allocation models through Morningstar and other tools to integrate

with financial plans

• Developed CRM systems further to document all clients conversations and to make sure clients are serviced

properly

Meyers Associates LP New York, New York

Spring/Summer Analyst, Investment Banking: Mergers & Acquisitions February 2013– August 2013

• Assisted in compiling a database of angel investors and venture capital firms in the biotech sector, leading to

a $3 million Private Placement for SignPath Pharma Inc.

• Researched potential licensing partners and contacted Directors of Big Pharma, specifically those in the

oncology sector

• Helped brokers with day-to-day tasks, which included looking up quotes and inputting trades into a log

LEADERSHIP EXPERIENCE

Bochasanwasi Akshar Purushottam Sanstha (BAPS) Queens, New York

Regional Coordinator June 2006– Present

• Supervise a team of 15 volunteers overseeing and managing their assignments and projects, including web,

graphic design and events planning

• Establishing and monitoring continuous operational improvements for cost reduction

• Serve on a National Development Committee to plan and execute regional projects

HONORS & SKILLS

Honors: St. John’s University Deans’ List 2010-2013

Skills: Microsoft Office, Bloomberg, Morningstar, eVestment, Reuters, Financial Modeling: CF, DCF

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