JALEN PATEL

linkedin.com/in/jalen-patel/ ad4bhe@r.postjobfree.com (848) 236 – 8285

EDUCATION

University of Pennsylvania, School of Arts and Sciences Philadelphia, PA May 2024 Candidate for B.A. in Politics, Philosophy, and Economics; Concentration: Choice and Behavior; Intended Minors: Computer Science, Mathematics; GPA: 3.84/4.00; Favorite Courses: Negotiations, Networked and Social Systems on the Internet, Mathematical Foundations Of Computer Science, Microeconomics, Macroeconomics, Calculus IV: Linear Algebra and Differential Equations, Probability, Strategic Reasoning, Behavioral Economics, Data Science, Data Science for Communication Moorestown Friends School Moorestown, NJ June 2020 Unweighted GPA : 3.98/4.00, SAT : 1590/1600

WORK EXPERIENCE

Stifel Financial Corp. Boston, MA June 2023 – Aug 2023 Investment Banking Summer Analyst

• Compiled a comprehensive M&A intelligence report for the auto aftermarket including valuation analyses and various transaction consequences for official Stifel distribution

• Contributed to the first look deck for the sale of an auto aftermarket provider to a publicly traded entity at a transaction value of $45 million, projected income statements, and created multiple of the utilized deck’s slides

• Developed and delivered a pitch on a private label food manufacturer to Managing Directors, complete with a valuation football field, including a DCF, LBO, precedent transaction analysis, and comparable company analysis, and a merger consequence analysis

• Performed equity research and developed various FactSet models and valuations to create a quarterly seafood earnings report for client distribution

Royal Caribbean Group Miami, FL May 2022 – Aug 2022 Finance and Strategy Summer Analyst

• Advised on the deployment of over $120 million in capital projects

• Worked with project managers and brand leadership to forecast total spending for 2023

• Implemented shipboard profit analysis Excel macro, using historical profit and industry trends, to determine whether each of the 17 ships in the Celebrity fleet should be sent on voyage, drydocked, or floated

• Conducted CIP accounting and established amortization schedules for new asset acquisitions

• Improved financial reporting efficiency through the creation of 8 PowerBI Dashboards to draw insights from forecasting and budget data

• Developed a cloud based PowerBI app that consolidated all relevant Celebrity dashboards into an accessible and uncluttered user interface

UPENN Student’s Federal Credit Union Philadelphia, PA Sep 2020 – Jun 2022 Assistant Director of General Ledger

• Managed analyst teams during twice weekly shifts while conducting teller operations and accounts reconciliations.

• Invested and accounted for union’s over 8 million dollars in total assets

• Developed new system for international wires, which significantly reduced processing times

• Cultivated four partnerships with local businesses to provide discounts to debit card holders LEADERSHIP EXPERIENCE

Pi Kappa Alpha Fraternity Philadelphia, PA Sep 2021 Recruitment Chairman & Sergeant in Arms

• Managed $18,000 event budget to attract potential new members

• Oversaw a sixfold increase in fall recruitment numbers

• Mitigated and resolved all internal and external brotherhood conflicts as head of judicial board University of Pennsylvania Philadelphia, PA Aug 2023 Math 1070 Teaching Assistant – Calculus II

SKILLS AND INTERESTS

Technical Skills: Proficient in C, Java, OCaml, Excel, PowerPoint, PowerBI, Python, R, FactSet, S&P CapitalIQ Interests: Weightlifting, Soccer, Motorcycles, Fencing, Mixed Martial Arts, and Cooking

Contact this candidate