Investment Banking Data Science

Jaidan Patel

Hillsborough, NJ 201-***-**** *********@*****.***

EDUCATION

Rutgers University New Brunswick, NJ

Bachelor of Science in Finance, Data Science May 2027

● GPA: 3.95/4.00 SAT: 1520/1600

● Honors: Dean’s Scholarship, Dean’s List (All Semesters), School of Arts and Science Honors Program

● Relevant Coursework: Introduction to Financial Accounting, Financial Management, Finance for Wall Street PROFESSIONAL EXPERIENCE

Westlake Securities Austin, TX

Investment Banking Summer Analyst May 2024 - Aug. 2024

● Developed outbound marketing materials, engagement letters, and edited 5+ CIMs, enhancing client communication

● Assisted with the M&A deal of selling Cadeo to Resource Innovations, aiding the announcement process to 200+ companies

● Attended weekly internship meetings discussing market events and investment banking topics taught by managing directors Venture Shares New York, NY

Equity Research Spring Analyst Jan. 2024 - May 2024

● Conducted weekly in-depth financial analysis and market research to support senior analysts in making investment decisions

● Performed analysis on industry trends, revenue growth, and associated risks to assess the fit of prospective private companies

● Contributed to and managed a database of 100+ private and public companies for the use of senior investment decisions LEADERSHIP & ACTIVITIES

Rutgers Student Managed Fund New Brunswick, NJ

Junior Analyst (TMT) Oct. 2024 - Present

● Selected from a pool of 400 applicants to join a 20-member class to learn portfolio management of a $370K long-only fund

● Attended two weekly meetings led by senior analysts, gaining insights into financial, technical, and market analysis skills

● Worked with a team of 5 to create a detailed equity research report for Arista Networks (NYSE: ANET), including a revenue build, industry analysis, financial projections, and valuation, culminating in a buy rating with 25% upside potential Rutgers Road to Wall Street Program New Brunswick, NJ Member of Cohort 14 May 2024 - Present

● Chosen from a pool of 300+ applicants to join a 70-member cohort and participate in a fast-paced financial modeling class

● Completed 3 Wall Street Prep courses covering accounting fundamentals, Excel skills, and financial statement analysis

● Received mentorship from an upperclassman and 2 Wall Street professionals, enhancing industry insight and networking Little Investment Bankers of Rutgers (LIBOR) New Brunswick, NJ Active Member Sept. 2023 - Present

● Attended numerous workshops to gather valuable insights into the finance industry, such as networking and technical skills

● Participated in the Bender Trust Stock Pitch Competition with a team of 6 to formulate an investment thesis for Mercado Libre (NASDAQ: MELI) using both quantitative and qualitative analysis to support a buy recommendation

● Engaged in firm events with finance professionals working at top investment banks to gain insights into their perspectives Rutgers University Business for Youth Program (RUBY) New Brunswick, NJ Mentor Sept. 2023 - Present

● Collaborated with a team of 5 to educate motivated, underprivileged students in urban high schools about business careers

● Organized interactive activities and presentations to introduce these students to fundamental business concepts, such as networking, LinkedIn profile creation, and the diverse career opportunities available at Rutgers Business School Rutgers Consulting Group (Consulting Analyst Program) New Brunswick, NJ Consulting Analyst Sept. 2023 - May 2024

● Formulated marketing strategies for UpHave, focusing on SEO and PPC techniques to enhance market penetration

● Created a versatile funding strategy for UpHave, focusing on crowdfunding and securing angel investors for company growth

● Developed a lucrative M&A solution for a Fortune 500 company trying to implement generative AI into their services ACTIVITIES & INTERESTS

Activities: Quantitative Finance Club, GenUnion, RU Valuating, Intramural Basketball and Volleyball, Academic Allies (Tutor) Certifications/Skills: Excel & Acct. Crash Courses (Wall Street Prep), Bloomberg Market Concepts, Microsoft Suite (Basic) Interests: Weightlifting, 76ers, Steelers, Traveling (Italy), Hiking, Sneaker Reselling, Sushi, 2000’s Music (Rihanna), Fashion

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