Parth Patil
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Parth Patil Email & Phone Number

Analyst at Morgan Stanley
Location: Mumbai, Maharashtra, India 5 work roles 2 schools
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Current company
Role
Analyst
Location
Mumbai, Maharashtra, India
Company size

Who is Parth Patil? Overview

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Parth Patil is listed as Analyst at Morgan Stanley, a with 94640 employees, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Parth Patil.

Parth Patil previously worked as Assistant Manager - Wealth Products at Epsilon Money and Assistant Manager - Products at Epsilon Money. Parth Patil holds Master'S Degree, Management (Finance Major), Merit from Ucl.

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Morgan Stanley

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Profile bio

About Parth Patil

As an academic project consultant at Inclusion Labs, I worked on developing potential strategies around a digital product for SMEs that streamlines and personalizes the diversity and inclusion process. I delivered actionable intelligence to the internal team, senior group, and founder, based on my insights on the industry outlook, growth prospects, competitive advantage, trends, and key players.I also have experience as an equity sales and trading intern at IIFL, where I interpreted financial statements of companies in the NIFTY 50 index, leveraged technical analysis techniques to forecast potential trades with high ROI, and collaborated in a cross-functional team to prepare and present a comprehensive financial report on a company. I demonstrated strong analytical, communication, and problem-solving skills throughout my internship.I hold a Master's degree in Management (Finance Major) from UCL, where I learned advanced concepts and methods in corporate finance, valuation, investment, and risk management. I am proficient in data analysis, Microsoft Excel, and financial modeling. I am an ambitious, dynamic, and data-driven professional who is passionate about creating value and impact in the financial sector.

Current workplace

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Morgan Stanley
Morgan Stanley
Analyst
Mumbai, MH, IN
Employees
94640
AeroLeads page
5 roles

Parth Patil work experience

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Assistant Manager - Wealth Products

Mumbai, Mh, In

Assistant Manager - Products

Mumbai, Maharashtra, India

Implemented data-driven portfolio management strategies using Mean-Variance Optimization to deliver tailored & personalized investment portfolios for distinct client profiles.Evaluated emerging opportunities in private & unlisted companies, integrated qualitative & quantitative analysis to curate unique, growth-oriented investment options. Developed comprehensive understanding on Alternative Investments in India, conducted detailed analyses on PMS, AIF structures, asset allocation & regulatory frameworks to identify lucrative investment opportunities for HNI clients.Prepared & delivered quarterly fund performance reports, client presentation decks with stakeholders to support strategic decision-making & client engagement.

Project Consultant

London Area, United Kingdom

Collaborated with a student consulting team to conceptualize a digital ‘Diversity & Inclusion’ product for SMEs which adapts to user’s preferences, and provides personalized recommendationsExplored creative ideas for digital transformation, performed thorough market research to gather insights on the UK DEI industry, its growth prospects and emerging trendsKey Deliverables:Insights on industry outlook, TAM & SAM, growth prospects, competitive advantage, trends, and key playersAcquired skills in Market Sizing, Strategy Frameworks, PowerPoint Presentation, Predictive Modelling

Apr 2023 - Jul 2023

Finance Intern

Mumbai, Maharashtra

Analyzed financial statements of NIFTY 50 companies to extract information, building on my understanding of key ratios and trend identificationCollaborated in a team of 5, led brainstorming sessions and prepared a comprehensive financial report on a company presenting key findings and plausible recommendationsApplied technical analysis tools and concepts to analyze price charts and evaluate potential trade setups, improved knowledge on perceiving market trends and trading strategiesAcquired skills in Financial Statement Analysis, Ratio Analysis, Technical Analysis, Excel

Apr 2020 - Jul 2020
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Colleagues at Morgan Stanley

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2 education records

Parth Patil education

Master'S Degree, Management (Finance Major), Merit

Ucl

Activities and Societies: UCL Krishna SocietyHands on experience with Excel Modelling, Monte Carlo Simulation, Financial Statement.

Bachelor Of Commerce - Bcom, Accounting And Finance, A+

Activities and Societies: The Rotaract Club of K.C. College.

FAQ

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What company does Parth Patil work for?

Parth Patil works for Morgan Stanley.

What is Parth Patil's role at Morgan Stanley?

Parth Patil is listed as Analyst at Morgan Stanley.

Where is Parth Patil based?

Parth Patil is based in Mumbai, Maharashtra, India while working with Morgan Stanley.

What companies has Parth Patil worked for?

Parth Patil has worked for Morgan Stanley, Epsilon Money, Inclusion Labs, and Iifl (India Infoline Group).

Who are Parth Patil's colleagues at Morgan Stanley?

Parth Patil's colleagues at Morgan Stanley include Jacqueline Allen, Audrey Schultz, Luke Ryan, Pavella Nancy, and Rishikesh Lahoti.

How can I contact Parth Patil?

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What schools did Parth Patil attend?

Parth Patil holds Master'S Degree, Management (Finance Major), Merit from Ucl.

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