Krupesh Patel
Jr Syndicated Loans Analyst - Bloomberg LP
Matawan, NJ
**********@*****.*** - 201-***-****
WORK EXPERIENCE
Jr Syndicated Loans Analyst
Bloomberg LP - Skillman, NJ - September 2014 to Present
• Assisted in researching for and preparing the Weekly Leveraged Loan Brief, which was sent out directly to
over 2,000 of
Bloomberg's top accounts
• Involved heavily in the initiative to coordinate data points with US Bank. Singularly responsible for a 13%
increase in mapped data on this project
• Researched MA transactions through both the Terminal and external means in order to update loan issue
statuses
• Responsible for QB'ing Newswire and Edgar workitems to other analysts and vendors to process and update.
This
involved combing through 8-K, 10-Q, 10-K, Credit Agreements and other related documents
• Worked directly in tandem with EMEA team to research and assign workitems from additional Company
Filings and
Bloomberg Transcripts
• Combed through Bankruptcy Dockets to get specific data points which helped to maintain the BCY function
• Processed workitems through FLNS workflow tool, and directly on terminal back pages. This included,
amongst other
things, assigning league credit to loan participants and advisors in order to maintain League Tables
• Pulled single and bulk data points from terminal into MS Excel through the use of calcRoutes. Leveraged
this information to populate Pivot Tables
• Assisted during on-boarding to help introduce and acclimate new hires to the Terminal and the daily workflow
Managing Partner
Wine Nation - Matawan, NJ - June 2009 to August 2014
• Primarily responsible for business growth of 4-7% on yearly basis, which resulted in an increase from 2009
revenue of $872,000 to projected 2014 revenue of $1.15M, and increased net profit margin from 26.5% in
2009 to 29.7% in 2014
• Organized and coordinated Wine Tasting events with Wine Nation's most important clients in order to maintain
and enhance business relationships
• Responsible for hiring, training, and supervising 26 employees. Responsible for managing four current
employee's
• Managed payroll and all day to day accounting functions, including filing tax documents in a timely manner
• Reorganized supply chain to focus on higher margin products. Replaced lower margin beer and liquor
products with higher end wine which resulted in higher margins overall in the store
• Secured bank loan of $50,000 which assisted in expanding the retail space to double its original size
• Launched a members reward program which encouraged repeat business. Members of the program
averaged a
transaction 15% higher than the average ticket due to quantity discounts
• Consistently negotiated with vendors to secure bulk price discounts from 10-20% when purchasing palette
deals
Finance Intern
Turner Construction Company - Somerset, NJ - June 2008 to September 2008
• Assisted in preparation and posting of bills for the Xanadu Project
• Helped manage journal entries for senior accountants, and developed a broad knowledge of GAAP
• Educated fellow employees on posting documents to the Turner Database, and also contributed faster
methods to accomplish tasks performed by senior coworkers
Assistant Bookkeeper
Department of Defense - Rockaway, NJ - June 2007 to September 2007
• Entered and organized Invoices for Morale Welfare and Recreation department of the Army.
• Assisted in payments for five restaurants and golf course located on the base
• Balanced cash drawers with receipts
EDUCATION
Bachelors of Science in Economics
Rutgers University - New Brunswick, NJ
2009
ADDITIONAL INFORMATION
SKILLS & STRENGTHS
• Excellent verbal and written communication skills. Team player
• Highly proficient in Microsoft Office suite and Bloomberg Terminal. Fluent in English, Hindi, and Gujarati
• Interests include Traveling, Stock Market, Basketball, and Football