Manager Management

Ankur Patel

** ************ *** #*** ****** City, NJ Phone(c): 215-***-**** Email: *****.*******.*****@*****.***

Qualifications Summary

Detail oriented financial analyst currently pursuing CFA credentials with background leveraging hands-on experience in

fixed-income portfolio attribution, investment accounting, and process improvement.

• Knowledge of financial markets; experience with various fixed-income structured products and exotic derivatives

• Strong analytical skills; sustaining and improving business operations through analysis of key indicators and trends

• Consensus-driven communicator; proven ability to coordinate projects across various business units

Professional Certifications: CFA Level III Candidate

Experience

BLACKROCK FINANCIAL MANAGEMENT NEW YORK, NY

Associate, Global Fixed-Income Administration, July 2006 to April 2009

Promoted to Associate level to manage growing development needs of the administration department with continued

involvement in portfolio accounting, performance measurement & attribution of various global fixed-income accounts

holding global bonds, CDOs, MBS, futures, forwards & fx instruments.

Designed enhancements to support the valuation of exotic credit default swaps (CDS) held in a $30 billion portfolio of distressed

assets managed for the Fed oversight during the Bear Stearns acquisition by JPMorgan.

Extensive involvement in the testing and migration of a new performance measurement and accounting system developed by

BlackRock. Spent four weeks in London migrating users onto the new platform, as well as training offshore resources in Mumbai

by writing documentation and leading daily conference calls.

Acted as liaison between Administration and Technology to help reduce system inefficiencies in daily trade/payment

reconciliations. Implemented third party data sourcing to significantly reduce turnaround time of NAV data scrubbing.

Managed team of 4 interns and 1 analyst responsible for accounting system reconciliations.

ASHBRIDGE INVESTMENT MANAGEMENT PHILADELPHIA, PA

Research Analyst, Research Department, (6 month FT, 6 month PT), September 2004 to September 2005

Researched and interviewed new hedge fund managers for possible client investment; and conducted monthly manager

performance reviews for client due diligence.

Created interface to an MS Access database which automated the process of collecting and storing manager information.

PENN MUTUAL LIFE INSURANCE CO HORSHAM, PA

Assistant Portfolio Manager, Investment Management, (6 month FT), September 2003 to March 2004

Evaluated credit risk, duration, and geographic locations within CMBS deals for investment in the structured portfolio.

Simplified portfolio tracking, analysis, and data gathering by using Visual Basic to integrate Bloomberg with existing MS Excel

spreadsheets. Results were used to add further transparency of real-time portfolio data to managers.

BLACKROCK FINANCIAL MANAGEMENT WILMINGTON, DE

Intern, Fixed Income Administration, (6 month FT), September 2002 to March 2003

Prepared and analyzed NAVs and asset reconciliations for twenty FI institutional Japanese accounts on a monthly basis.

Automated several procedures, including custodial asset and cash reconciliations by programming VB Macros within Excel.

Technical Competencies

• Languages: Perl, PHP, MySQL, Visual Basic (Macros)

• Operating Systems: Windows, UNIX, Bloomberg (integration w/ VB and Excel)

• Software: Proficiency in MS Excel, MS Office suite applications, BlackRock’s proprietary Aladdin software, Morningstar

Education

DREXEL UNIVERSITY, LEBOW COLLEGE OF BUSINESS PHILADELPHIA, PA

Bachelor of Science in Business Administration; Finance, Economics & Accounting; Overall GPA: 3.8/4.0

SAT: 1370; Math:740, Verbal: 630

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