Parth Patel

Parth Patel Email and Phone Number

Analyst and Family Office Client Associate @ Rockefeller Capital Management
Philadelphia, PA, US
Parth Patel's Location
Philadelphia, Pennsylvania, United States, United States
Parth Patel's Contact Details

Parth Patel work email

Parth Patel personal email

n/a
About Parth Patel

A drive and curiosity to learn and build on my interests in analytics and finance led me to Drexel University where I study finance and business analytics in the Lebow College of Business and Pennoni Honors College. Drexel’s esteemed co-op program has given me the opportunity to not only learn more about my majors through high level academia but be able to use what I learn in the classroom in practice through three different co-op experiences. I have been in analyst roles at Arkema Inc, FS Investments, and Goldman Sachs which has given me invaluable experience as a full time professional.These college experiences have built me into someone who is driven to lead by example and continue to think critically and creatively to create better results. Because of my sports background, I was team oriented early and found competition fun. I was able to translate this into the workplace and became self-sufficient while still contributing to a common goal with several teams over the years. By working in different work environments and with different personalities, I found that I thrive in a fast-pace environment where my co-workers challenge me and have the same desire to exceed standards. I am passionate about financial reporting and using/learning software to create meaningful analysis that can produce solutions. I believe that learning should be a life-time commitment, and I want to use what I’ve learned thus far to help others continue to learn and grow with me.

Parth Patel's Current Company Details
Rockefeller Capital Management

Rockefeller Capital Management

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Analyst and Family Office Client Associate
Philadelphia, PA, US
Parth Patel Work Experience Details
  • Rockefeller Capital Management
    Analyst And Family Office Client Associate
    Rockefeller Capital Management
    Philadelphia, Pa, Us
  • Rockefeller Capital Management
    Senior Client Associate
    Rockefeller Capital Management Jan 2024 - Present
    New York, New York, Us
  • Rockefeller Capital Management
    Analyst & Family Office Client Associate
    Rockefeller Capital Management Jun 2021 - Jan 2024
    New York, New York, Us
  • Ivyline Capital Group
    Investments And Derivate Cohort Member
    Ivyline Capital Group Jan 2021 - May 2021
    Greater Central Penn Area, Pa, Us
    - Selected amongst a competitive and international applicant pool to participate in IvyLine Capital’s Investments & Derivatives Cohort- Actively participate in education surrounding the fundamentals of security analysis, portfolio construction, portfolio modeling, advanced technical analysis, and the applications of derivatives- Participate in weekly lectures and speaker events with industry professionals- Collaborate and engage with over 300 students across over 100 universities and 20 different countries through investment challenges- Effectively completing assignments, experiences, and education in a virtual setting
  • Goldman Sachs
    Private Wealth Management Analyst
    Goldman Sachs Sep 2019 - Mar 2020
    New York, New York, Us
    ▪ Constructed weekly and monthly portfolio performance reports for financial advisors tracking several financial metrics including returns, asset allocation, and volatility of portfolios ranging from $10M to $100M+ in underlying securities preparing advisors for client and prospect meetings▪ Consulted with advisors and their clients or prospects to identify investment goals & risk preferences and create more than 15 portfolio scenarios providing sample portfolio asset allocation bundles, wealth illustrations, and economy-based performance predictions informing clients or prospects of potential investment strategies and associated risks▪ Headed over 20 unique business development plans by researching and scouting potential prospects for 15 financial advisors generating new networking opportunities and introducing new potential clients▪ Aided clients with questions and various ad-hoc requests in a timely and proper manner by tracking and studying financial markets & news along with internal investment research upholding client satisfaction and GS reputation
  • Fs Investments
    Fund Management Analyst
    Fs Investments Sep 2018 - Mar 2019
    Philadelphia, Pa, Us
    ▪ Optimized alternative investment fund reports tracking $80M+ funds through Excel tools such as PivotTables, Index-Match functions, VLOOKUP, and VBA macros rolling out yearly reports with 50% more efficiency▪ Validated proper reporting and valuation of underlying securities with over $90M NAV within the FS Multi-Strategy Fund using Bloomberg and Bloomberg-Excel integration for portfolio managers on daily basis identifying potential anomalies in case of NAV fluctuations▪ Revamped stagnant expenses accounting model for FS Energy & Power Fund using VBA macros optimizing accounting and expense analysis by 25% and served as foundation for other fund accounting models▪ Produced new dividend accrual tracking log for over 15 index swaps with investment banks such as Deutsche Bank and Goldman Sachs providing easier dividend tally for State Street display on a daily and monthly basis
  • Arkema
    Financial Data & Supply Chain Analyst
    Arkema Sep 2017 - Mar 2018
    Colombes Cedex, Fr
    ▪ Executed 18 spend, warehousing, and inventory reports measuring key procurement metrics against monthly benchmarks and thresholds identifying inefficiencies and providing a baseline for improvements in business operations by the procurement & finance management team▪ Developed new customized dashboards, charts, graphs, and tables using Excel to allow better visual analysis for spending patterns based on different parameters such as business units or vendors jump starting potential saving initiatives to reduce costs by up to 20%▪ Implemented transaction audit report of over 700 purchase orders for buyers by using SAP to track transaction history and call over 100 vendors discussing reasons for faulty transactions and create solutions ensuring proper delivery of materials or products▪ Designed market proposals for national tradeshows showcasing over 10 different product lines and presenting key information and data in a professional and concise manner leading to increased customer attention
  • Kumon North America, Inc.
    Student Tutor/ Grader
    Kumon North America, Inc. Aug 2013 - Sep 2015
    Rutherford, New Jersey, Us
    - Assisted students of varying ages in levels of math and reading based on Kumon Curriculum. - Taught students problem solving skills along with fundamental math and reading concepts allowing these students to excel at their work.- Graded their work and provided feedback and organized results of students in a excel type record sheet to keep track of improvement over time.

Parth Patel Skills

Microsoft Word Microsoft Excel Microsoft Powerpoint Teamwork Social Media Microsoft Office Marketing Team Leadership Data Analysis Leadership Financial Reporting Financial Analysis Sap

Parth Patel Education Details

  • Drexel University
    Drexel University
    Finance And Business Analytics
  • North Penn High School
    North Penn High School
    Regular/General High School

Frequently Asked Questions about Parth Patel

What company does Parth Patel work for?

Parth Patel works for Rockefeller Capital Management

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

Parth Patel's current role is Analyst and Family Office Client Associate.

What is Parth Patel's email address?

Parth Patel's email address is pp****@****kco.com

What schools did Parth Patel attend?

Parth Patel attended Drexel University, North Penn High School.

What skills is Parth Patel known for?

Parth Patel has skills like Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Teamwork, Social Media, Microsoft Office, Marketing, Team Leadership, Data Analysis, Leadership, Financial Reporting, Financial Analysis.

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