Financial Analyst Assistant

Riya Patel

No sponsorship is required ************@*****.*** 516-***-**** Lafayette St, NY 11596 www.linkedin.com/in/riyapat EDUCATION

Brandeis International Business School Waltham, MA Master of Science in Finance Aug. 2018 – Dec. 2019

- Graduated with magna cum-laude honors - GPA: 3.81/4.00

- Recipient of World Leader Scholarship

- Leadership Fellow at Brandeis International Business School, Co-President of Brandeis IBS South Asian Society, Graduate Teaching Assistant for International Portfolio Management at Brandeis IBS University of Mumbai - Jai Hind College Mumbai, India Bachelor in Management Studies, Major: Finance Jun. 2013 – Apr. 2016

- Graduated with magna cum-laude honors - GPA: 6.78/7.00 CFA Level ll candidate Dec. 2020

PROFESSIONAL EXPERIENCE

Wincrest Capital New York City, NY

Valuation Intern - Asset Management Team Jun. 2019 – Aug. 2019

• Determined company valuations for companies in the retail, consumer goods and technology industry using discounted cash flow (DCF) and multiple based valuation models to establish a target price to support the investment decision

• Conducted in-depth financial statement analysis; built financial models forecasting the cash flows, recurring revenues, and sustainable growth margins

• Delivered equity reports assisting the portfolio manager make new investment decisions predominantly in the USA and emerging markets

• Tracked and analyzed Wincrest’s current long/short equity portfolio of US$ 40mn AUM

• Performed monthly pricing comparison analysis, to benchmark investments in the online hotel, and travel sectors Ouroboros Group Boston, MA

Private Equity Intern Feb. 2019 – May 2019

• Initiated a statistical model to monitor the transaction hit rate by factors such as revenue size, ownership structure, etc. and delivered a comprehensive manual to enhance efficiency in the deal sourcing process; the model identified inefficiencies and highlighted the effective factors and methods of deal sourcing

• Sourced investment opportunities; researched and analyzed companies in niche manufacturing industries using Pitchbook, Capital IQ, and Zoom Info; compiled a comprehensive list of 50 target companies for potential deal

• Analyzed and screened private companies based on firm’s investment criteria: high recurring revenues model, diversified revenue streams, low cyclicality, stable cash flow, large end market, and simple cap table TresVista Financial Services Mumbai, India

Senior Financial Analyst Jan. 2017 – May 2018

• Prepared complex financial models for the purpose of performing valuation analyses in a wide range of industries, utilizing discounted cash flow (DCF), market multiple and market transaction methods

• Prepared 10 comprehensive industry reports to gauge market trends and conduct competitor analysis in consumer staples and discretionary, healthcare, technology industries through primary and secondary research

• Built short form LBO models, delivered valuation reports and client presentations

• Analyzed quarterly reporting of portfolio companies based on the qualitative and quantitative KPIs for US-based asset management firms

• Developed a macro-enabled indicator tracker to track ~400 macro – economic indicators including GDP, lending rate, CPI, non food CPI, industrial production and M2/M3 of global countries to determine potential investment markets

• Drafted offering memorandum and prepared monthly exposure sheets to assist in portfolio valuation

• Tracked fixed income bonds in the client’s portfolio on a weekly basis and studied their S&P Global, Moody’s and Fitch’s credit ratings

SKILLS AND OTHER INTERESTS

Technical Skills Proficient in Microsoft Office; Intermediate knowledge of Bloomberg, Pitchbook, SQL, Capital IQ and FactSet

Interests Avid reader of mystery genre – favorite authors include Dan Brown and Arthur Conan Doyle, dancing, Yoga

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