Master's degree

Bachelor of Technology - BTech

Nano Degree

Bachelor's degree

• Maintained and monitored the Mutual funds and equity investments, including inflows, outflows,
valuations, risk ratings , performance analysis and record maintenance.
• Compiled Excel workbooks using VBA to determine Portfolio Risk Metrics and generated aggregated
KPI reports.
• Executed financial due diligence, prepared financial analysis and developed financial valuations based on DCF valuation analysis for prospective investment, monitored portfolios for several clients from local
industry verticals.
• Researched and compared Investment Strategies of 50 different mutual funds to generate reports which can be used to satisfy client requirements when needed.

Financial Analyst

-Mentored of a Team of Six Mentors Who were directly over-looking around 30 Academic Support Volunteers in the Organization.
-Organized programs and events such as Volunteer Leadership Circles, Academic Support training, Community Fund raising and Cupcake Sales.
-Organized 3 days experiential training program for our children with the aim at providing our children with highly practical and realistic learning experiences.

Edsupport Fellow

-Helped professor in his research work to analyze Investment Style of Mutual Funds from year 1963-2020 using WRDS dataset in python and analyzed the eﬀect of Investment Style on the TNA of the Target Dated Mutual Funds.
-Conducted Statistical Analysis and reported a summary of Investment Styles of Target Dated Mutual Funds between year 1963-2020.
- Created Python Script which can scrap ADV fillings from SEC Database and parse XML and HTML files and retained information on cross-trading done by Mutual Fund Managers from year 2005-2020.
- Generated Statistics and performed hypothesis test on the collected information and reported back to the Professor Chen.
-Collaborated with professors to build course content of , homework’s, project objectives, exams and grading rubrics also graded Classes on Investments, Financial Modeling and Planning and Corporate finance.
-Provided students with one-on-one tutoring and assisted them on regular out of class queries.

Graduate Research And Teaching Assistant

Data Analyst

Data Analyst - Corporate Strategy

Know about Yash Patel's work experience, education, bootcamps, certifications, and much more. Yash Patel