Sanket Patira
Dorchester,MA
Summary
Dynamic finance professional with a strong background at Goel Financial Services, specializing in investment analysis and portfolio management. Proven ability to utilize Microsoft Office and Tally Accounting Solutions to improve financial forecasting and strengthen client relationships. Expertise in financial reporting has facilitated strategic decision-making and delivered valuable market insights. Aiming to leverage skills in a challenging finance role that drives business growth.
Overview
3
3
years of professional experience
Work History
Research Assistant in Finance
Suffolk University
09.2023 - 12.2024
- Analyzed current and historical financial data for financial forecasting purposes.
- Performed industry research, competitive analysis, and market trends.
- Prepared reports, presentations, and articles using MS Office and PowerPoint.
- Analyzed balance sheets, income statements, cash flow statements and other financial data.
Investment Associate
Goel Financial Services
03.2022 - 06.2023
- Communicated with existing and prospective clients to identify financial goals and provide recommendations on investment solutions.
- Developed financial models and valuations for potential investments.
- Evaluated current market conditions before executing trades to maximize profits while minimizing losses.
- Assessed company investment potential by examining historical trends, current activities and stated plans.
- Monitored portfolio performance against benchmarks and assessed risk-adjusted returns on investments.
- Illustrated concepts with charts and graphs showing historical and forecasted trends.
- Built relationships with clients, brokers, bankers, and other professionals in the finance industry.
- Assessed client risk tolerance to determine appropriate products and services.
- Utilized various software applications such as Microsoft Excel to create spreadsheets for tracking information and preparing reports.
- Created presentations illustrating key findings from research conducted into industry trends or competitive landscape.
Finance Intern
Goel Financial Services
11.2021 - 02.2022
- Managed accounts payable and receivable activities including invoice processing, payments reconciliation.
- Documented findings from analyses in a comprehensive manner for review by superiors.
- Illustrated concepts with charts and graphs showing historical and forecasted trends.
- Assisted in the preparation of audit documents, such as reconciliations and journal entries.
- Built and strengthened client relationships to form long-lasting, profitable bonds.
- Created dashboards using Power BI to visualize business performance metrics.
Education
Masters - Finance
Suffolk university
Boston12.2024
Bachelors - Accounting & Finance
K.J. Somaiya
Mumbai05.2022
Skills
- Microsoft Office Proficiency
- Project Coordination
- Communication Skills
- Financial reporting
- Investment research
- Financial statement analysis
- Portfolio management
- Investment analysis
- Equity research
- DCF analysis
- Comparable company analysis
- Capital budgeting
- Bloomberg Market Concept
- Accounting
- Experienced in Tally Accounting Solutions
Affiliations
Stock Track Simulation
- Managed a $1 Million portfolio over the period of 3 months and achieved 5.12% returns on the portfolio.
Equity pitch research
- Directed a stock pitch between two publicly traded companies, Netflix and Comcast with aim of recommendation for one stock to buy or sell.
- Examined companies with their financial statements, Asset growth, Discounted Cash Flow modeling and suggested Netflix as a buy with 12% upside at the price of $460.
Timeline
Research Assistant in Finance
Suffolk University
09.2023 - 12.2024
Investment Associate
Goel Financial Services
03.2022 - 06.2023
Finance Intern
Goel Financial Services
11.2021 - 02.2022
Masters - Finance
Suffolk university
Bachelors - Accounting & Finance
K.J. Somaiya
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