Janki Patel

Janki Patel Email and Phone Number

Vice President - Private Equity and Real Assets @ Bank of America Merrill Lynch
New York, NY, US
Janki Patel's Location
New York City Metropolitan Area, United States, United States
About Janki Patel

Janki is a highly accomplished and results-driven commercial real estate investment professional. She leverages finely-honed interpersonal and time management skills to build rewarding relationships with clients and institutional investors. Janki is energetic and goal-oriented with a genuine passion for real estate and investments. She is self-motivated and innovative with the ability to prioritize tasks and make decisions. Astute communicator and presenter, adept at establishing rewarding relationships to benefit business development. Fluent in English, Hindi & Gujarati, Janki always finds a way to connect with her clients and how to best serve them. Janki earned a B.S. in Economics & Political Science from Rutgers University and Masters in Real Estate from NYU. Given her investment career, she holds numerous FINRA securities licenses and is well versed in the latest market trends. She is a Licensed Real Estate Professional in NY & NJ and is also a member of the Real Estate Board of New York.

Janki Patel's Current Company Details
Bank of America Merrill Lynch

Bank Of America Merrill Lynch

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Vice President - Private Equity and Real Assets
New York, NY, US
Website:
bofaml.com
Employees:
16981
Janki Patel Work Experience Details
  • Bank Of America Merrill Lynch
    Vice President - Private Equity And Real Assets
    Bank Of America Merrill Lynch
    New York, Ny, Us
  • Swiss Re
    Vice President, Real Estate Portfolio Manager
    Swiss Re Jun 2021 - Present
    Zurich, Zurich, Ch
  • Nuveen
    Real Estate Acquisitions & Asset Management
    Nuveen Sep 2017 - Jun 2021
    New York, Ny, Us
  • Sidoti & Company, Llc
    Senior Small Cap Equity Research Analyst
    Sidoti & Company, Llc Jan 2016 - May 2016
    New York, Ny, Us
    ▪ Conducted fundamental equity analysis for a small-cap equity research firm focusing on projecting future cash flows through DCF analysis, ratios such as P/EBITDA and P/CF to determine target price and buy/sell recommendations for stocks under coverage o Launched coverage of two stocks, ISCA & RDI, within a 4-month period by conducting a thorough analysis of the business, creating a complex financial model to evaluate the business along key investment metrics such as P/CF, P/EBITDA, P/E, top-line growth and EPS growth, and meeting with company executives by attending investor days and industry conferences ▪ Pitched stock recommendations and investment analysis to the institutional sales team and fielded calls from clients Interacted with senior executives and management team members to gain valuable insight on key long-term and short-term goals
  • Bank Of America Merrill Lynch
    Equity Research Analyst | Us Retail Hardlines
    Bank Of America Merrill Lynch Jul 2015 - Oct 2015
    Charlotte, Nc, Us
    ▪ Conducted DCF analysis & ratio analysis (P/S, P/E) on companies under coverage in the consumer retail hardlines sectoro Valued companies with complex financial models and measured results against year-over-year comparable sales & earnings datao Gathered sector-specific data: new housing starts, existing home sales, new construction building permits & interest rate data▪ Assisted senior analysts in producing stock research reports and presented investment thesis to institutional clientsInteracted with the institutional sales team and pitched stock recommendations based on fundamental analysis for clients
  • Bank Of America Merrill Lynch
    Investment Research Analyst - Large Cap Equity Research
    Bank Of America Merrill Lynch Sep 2013 - Jul 2015
    Charlotte, Nc, Us
    ▪ Conducted large-cap equity investment manager research to source best in class third party asset managers for the platform▪ Delivered investment insights to clients by publishing research reports supported by macroeconomic and fundamental analysis▪ Interacted with portfolio managers & buy-side research analysts to conduct due diligence on large-cap equity investment strategies o Performed analysis on large-cap value & growth REIT investment strategies under coverage and evaluated portfolio performance along key real estate investment metrics such as: cap rate analysis, P/AFFO, P/FFO, and NOI Yieldo Supported senior analysts in launching coverage of the Baron Real Estate Fund (large-cap growth REIT fund) by sourcing data in Morningstar, evaluating strategies against key investment criterion and meeting portfolio managers & senior research analysts
  • Bank Of America Merrill Lynch
    Global Wealth & Investment Analyst - Chief Operating Office
    Bank Of America Merrill Lynch Aug 2010 - Aug 2013
    Charlotte, Nc, Us
    Specialize in Operational Risk Management & Strategy Development Perform statistical analysis to measure business performance and assess risk factorsDevelop market trending data and performance scorecards for review by senior leadersCollaborate with senior leaders to develop business strategies to enhance the overall client experience Manage multiple corporate audit initiatives to reduce operational risk and develop sustainable business solutionsFacilitate essential learning activities and partner with various lines of businesses to produce consistent and timely reporting Partner with various areas of the business to develop sustainable controls and implement enhancements
  • Metlife
    Financial Fellowship Program- Summer Analyst
    Metlife Jun 2009 - Aug 2009
    New York, Ny, Us

Janki Patel Skills

Finance Financial Services Portfolio Management Financial Analysis Equities Bloomberg Strategy Investments Management Strategic Financial Planning Strategic Planning Asset Management Investment Strategies Investment Management Financial Planning Market Research Risk Management Asset Managment Mentoring Retirement Planning Due Diligence

Janki Patel Education Details

  • New York University
    New York University
    Real Estate
  • Rutgers University
    Rutgers University
    Economics

Frequently Asked Questions about Janki Patel

What company does Janki Patel work for?

Janki Patel works for Bank Of America Merrill Lynch

What is Janki Patel's role at the current company?

Janki Patel's current role is Vice President - Private Equity and Real Assets.

What is Janki Patel's email address?

Janki Patel's email address is janki.patel@kw.com

What is Janki Patel's direct phone number?

Janki Patel's direct phone number is +141598*****

What schools did Janki Patel attend?

Janki Patel attended New York University, Rutgers University.

What are some of Janki Patel's interests?

Janki Patel has interest in Social Services, Children, Economic Empowerment, Politics, Environment, Education, Arts And Culture, Health.

What skills is Janki Patel known for?

Janki Patel has skills like Finance, Financial Services, Portfolio Management, Financial Analysis, Equities, Bloomberg, Strategy, Investments, Management, Strategic Financial Planning, Strategic Planning, Asset Management.

Who are Janki Patel's colleagues?

Janki Patel's colleagues are Dave Baur, Anthony Bragg, Steve Crawford, Chayce Walker, Jeong-Eun (Jenny) Lee, Daniel Papa, Phương Lan.

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