Amish Patel
*** ******** **********, *********, ** 94085
Phone: 510-***-**** . E-mail: abnanu@r.postjobfree.com
Objective
June 2009 graduate with experience seeking an Analyst job position.
STRENGTHS
. Strong experience and exposure in the following areas:
Project Management Data Analysis Portfolio & Investment
Management Market Research and Analysis Financial
Modeling
. Working knowledge of software such as Microsoft Office, Bloomberg
Terminal, ACT!, Argus, Merlin, iMpact and Co-star
. Advanced Excel skills including macros, pivot tables, what/if
arguments and linkages
. Strong oral and written communication skills
Education
UNIVERSITY OF CALIFORNIA, SAN DIEGO 9/2004 - 6/2009
Bachelor of Science, Business Administration, Finance concentration.
COURSEWORK:
Financial Forecasting Financial Accounting Corporate Finance Risk
Management
Operations Research Economic Development Microeconomics
Demographic Analysis & Forecasting
Internship ExperiEnce
. FINANCIAL ANALYST INTERN
Gerken Capital Associates, San Francisco, CA 11/2009 -
Present
Provided Analyst level support to the Emerging Markets hedge and PE
fund totaling $1 billion in AUM
- Provided overall analysis and reporting support to the fund
Portfolio Managers and CFO
- Researched and analyzed potential companies for investment
utilizing primary and secondary research, Free Cash-Flow to Firm
financial modeling, and industry analysis
- Preparing and maintained daily, weekly and monthly asset management
reports and memoranda for investors and investment committee
- Used Bloomberg and Excel extensively to research and
update/maintain financial models, company reports, fund's risk
management reports and industry news.
. PROJECT MANAGER ASSISTANT
The MAAC Project Non-Profit Foundation, San Diego, CA 07/2008-
6/2009
Assisted my supervisor (Project Manager) and the CFO with the
coordination of all phases of the real estate development process
including the following:
- Coordinated local government review and approval process for
specific developments
- Identified and selected development team members and consultants
- Prepared and managed financial pro-formas for 70-unit apartment
complex rehab project and a mixed-use transit oriented development
in downtown San Diego
- Secured predevelopment, construction and permanent financing
through leading documentation and grant reporting.
- Worked within a team setting to ensure development and mentorship
of fellow development staff
. RESEARCH ANALYST INTERN
Marcus & Millichap Real Estate, San Diego, CA 02/2008
- 07/2008
- Analyzed, researched and identified market trends in Commercial
Real Estate
- Compiled Commercial Real Estate investment portfolios that include
financial pro-forma, property description, analytics and marking
plans using software and web application such as Merlin and Co-star
- Acquired and updated contact information of clients on ACT!
software
mEMBERSHIP/ACTIVITIES
- Lambda Phi Epsilon, Treasurer, VP Internal Affairs
- BAPS (non- profit organization), 2004 to current.
SKILLS
PC Applications - Strong foundation in MS Excel, MS Power Point
applications,
Computer System - Bloomberg Terminal
CRM Software - ACT!
Web Applications - Argus, Merlin, iMpact and Co-star.
References: Will provide upon request.