Rohan Patel
San Jose,CA
Summary
Proven Private Equity Associate at University Growth Fund, adept in financial modeling and strategic planning. Excelled in due diligence, ensuring investment success and enhancing team efficiency. Skilled in portfolio management, with significant contributions to high-profile analysis projects like AirBnb and Canopy. Demonstrates strong analytical capabilities and effective communication, driving superior portfolio performance.
Overview
1
1
Certification
Work History
Private Equity Associate
University Growth Fund
San Diego, CA
05.2024 - 08.2024
- Company Overview: Private Equity and Venture Capital Fund
- As Associate, I ensured all financial models were up to date
- Prioritized the importance of successful investments through due diligence
- Managed excel, accounting, and a clear and organized record of history
- Communicate effectively with others to ensure high efficiency in the overall team process
- Took process in multiple analysis modeling jobs such as AirBnb, Canopy, and Capsule
- Private Equity and Venture Capital Fund
Education
BS - Finance
University of San Diego
San Diego05.2025
Skills
- Strategic planning
- Financial modeling
- PnL modeling
- Inventory forecasting
- Data analysis
- Operations management
- Portfolio modeling
- Portfolio construction
- Portfolio management
- Due diligence
- Economics
- Economic policy
Certification
- Microsoft Excel Certification
- Bloomberg Terminal Certification
- PowerPoint Associate Certification
- California Real Estate Salespersons License
- California Notary Public, Licensed and Bonded in the State of California
Timeline
Private Equity Associate
University Growth Fund
05.2024 - 08.2024
BS - Finance
University of San Diego