Sahil Patel Email and Phone Number

- Conducted fundamental analysis of various investment products, constructed portfolios, and created investment presentations for clients and prospects, while performing market and economic research to contextualize trends.- Gained hands-on experience with financial planning software, stochastic modeling, and cash flow analysis; built and maintained advanced Excel spreadsheets and databases, and audited internal data for accuracy.- Assisted in the client acquisition and onboarding process, including account maintenance, investment implementation, and marketing functions like branding, managing email lists, and organizing client appreciation events.

- Work closely with line of business controllers, financial control, middle office, technology and operations- Partner with FAIR teams globally- Manage the consolidation of JPMorgan Chase financial data at month-end for their asset class, including the ability to support month-end, quarter-end, and year-end activities- Hands-on engagement in projects- Ability to proactively identify process and/or infrastructure enhancements and work with stakeholders to enact change- Perform various control procedures to ensure the integrity of reported financial results