Mital Patel

*** **** ** *** *** • New York, NY **038 • 609-***-**** • actkdk@r.postjobfree.com

PROFESSIONAL EXPERIENCE

Morgan Stanley, New York, NY March 2014 – Present

CCP Portfolio Management Associate

Selected and promoted a year early to help a brand new team lead global firm-wide efforts for all central counterparty (CCP) related strategy, governance, and optimization of derivative and secured financing trades

Successfully helped firm boost SLR from 4.1% to Fed target of 5.0% by reducing $15 trillion in gross not’l derivative exposure and $4 billion in initial margin postings to CCPs within the team’s first year of establishment

Accurately predicted a CME/LCH basis by creating an internal funding valuation model for cleared interest rate swap activity

Focus on capital (SLR/RWA) and funding (initial margin) optimization by guiding trading desks on pricing adjustments at point of execution and moving bilateral OTC derivative portfolios to CCPs

Founded and continue to give guidance on the development of the Morgan Stanley RAM (Risk Assessment Matrix) system, which provides global counterparty based risks metrics and optimization (i.e. cross margining, netting) opportunities

Lead industry initiative to find cleared solutions for repo and stock loan transactions in order to create financing capacity for US treasury and equity markets as dealer balance sheets become constrained in the Basel III regulatory environment Morgan Stanley, New York, NY June 2012 – March 2014 XVA Trading Analyst

Traded credit, interest rate and FX derivatives to hedge counterparty credit, funding, and underlying market risks inherent in uncollateralized derivative trades

Priced OTC derivatives for credit risk and funding to manage the derivatives balance sheet for the Fixed Income Division

Priced flow novation requests for collateral optionality implications using the cheapest-to-deliver interest rate forward curves

Provided daily commentary to senior management explaining market moves and their impacts on the desk’s P&L

Learned various methods of calculating initial margin for collateralized bilateral fixed income exotic trades Moore Capital Management L.P., New York, NY November 2010 – June 2012 Trade Analysis & Risk Intern

Performed daily country of risk analysis of OTC derivatives including interest rate swaps, FX options, and credit derivatives

Ran stress tests to monitor exposure of portfolios and performance of hedges in tail-risk events; generated reports to determine correlations between portfolio managers and their strategies and consolidated to assess total fund risk

Used pre-existing models to calculate implied volatility and DV01 of mortgage-backed securities indices EDUCATION

New York University, Leonard N. Stern School of Business September 2008 – May 2012 B.S. in Finance and Statistics, Minor in Mathematics Cherry Hill High School West September 2004 – June 2008 Graduating class rank: 1/432

LEADERSHIP AND AFFILIATIONS

Bridging the Gap January 2014 – Present

Founder and Chairman

Founded a mentorship program in one of Morgan Stanley’s Sales & Trading divisions to promote a cohesive culture

Organize monthly sessions that provide a platform to new Analysts to ask questions and get feedback from other, more experienced employees at Morgan Stanley

NYU BEST, New York, NY June 2010 – May 2011

Statistics and Business Instructor

Instructed Statistics and Business classes for a pre-college enrichment program for academically gifted high school students

Supervised and assisted students in research facilities as they develop independent research papers on topics in Business HONORS & ACHEIVEMENTS

1st Place in 2011 Morgan Stanley Summer Analyst Trading Game NYU Stern Class of 2012 ISP Global Champion

Stern Scholarship

Cherry Hill West Class of 2008 Valedictorian

First Team All-South Jersey Volleyball

SKILLS & INTERESTS

Computer Skills: Bloomberg and Microsoft Excel; basic understanding of Java and Matlab Languages: Fluent in English, Hindi, Gujarati; proficient in French Interests: Poker, volleyball, football, traveling, and foreign policy

Contact this candidate