Associate at Lindsay Goldberg
Garden City, New York
Morgan Stanley
Investment Banking Summer Analyst
June 2016 to August 2016
Greater New York City Area
InstaEDU
Tutor
September 2013 to May 2014
Village of Garden City
Ambassador
September 2011 to June 2013
Putnam Investments
Equity Associate Intern
June 2015 to August 2015
Greater Boston Area
Fred Alger Management, Inc.
Research Associate Intern
June 2014 to August 2014
Greater New York City Area
Lindsay Goldberg
Associate
New York, New York, United States
Morgan Stanley
Investment Banking Analyst
July 2017 to July 2019
Greater New York City Area
What company does Nikhil Patel work for?
Nikhil Patel works for Morgan Stanley
What is Nikhil Patel's role at Morgan Stanley?
Nikhil Patel is Investment Banking Summer Analyst
What industry does Nikhil Patel work in?
Nikhil Patel works in the Financial Services industry.
Who are Nikhil Patel's colleagues?
Nikhil Patel's colleagues are Amy Oldenburg, D. CFP®, Alvin Flete, Richie Jain, Lining Bai, Maeve Molloy, Katie Flaherty, Sunny Li, Christy Hahn, and Christopher Vaeth
📖 Summary
Investment Banking Summer Analyst @ Morgan Stanley Healthcare Group From June 2016 to August 2016 (3 months) Greater New York City AreaTutor @ InstaEDU I am a certified tutor in algebra, calculus, biology, physics, writing, economics, psychology, philosophy and finance. I tutor high school and college students in these subjects, and monitor their performances through the academic year. From September 2013 to May 2014 (9 months) Ambassador @ Village of Garden City I attended village board meetings, contacting with the trustees and mayor of the town. I summarized the contents of these meetings to a property owner's association, and published articles in a local newspaper. I worked on an adjacent political campaign, and used big-data analytics to aid in get-out-the-vote methods. For my work, I received two citations from the village, awarded in 2012 and 2013. From September 2011 to June 2013 (1 year 10 months) Equity Associate Intern @ Putnam Investments • Synthesized information from sell-side reports, expert networks and proprietary research, and used a variety of valuation methods to make investment recommendations.• Produced a research project on the hearing aid industry, building out a global supply-demand model and a population demographic model to assess industry prospects over a 5-year time horizon.• Built financial models for 3 companies (KONA, DORM, WWW), focusing on quantitative research through unique data analysis and qualitative research through store visitations to make accurate projections. • Developed 3 stock investment write-ups, and pitched the stocks to a roundtable of portfolio managers and equity analysts.• Independently conducted calls with the investor relations and management teams of the companies I pitched, and scripted relevant questions for related in-house meetings. From June 2015 to August 2015 (3 months) Greater Boston AreaResearch Associate Intern @ Fred Alger Management, Inc. • Developed stock investment theses through one-on-one interactions with sell-side analysts at investment banks, and investor relations staff and C-suite executives at target companies. • Conducted a stock pitch to the CEO and CIO of a stock I choose (TRUE), building the financial model and preparing an investment write-up from scratch. • Conducted channel checks with industry contacts to evaluate the impact of new regulations, product expansions and potential competitors.• Forecasted overall macroeconomic growth and industry-specific growth, such as projecting auto sales and changes in energy generation. • Coded a proprietary script to data-mine websites to retrieve data in real-time to aid in the investment process. From June 2014 to August 2014 (3 months) Greater New York City AreaAssociate @ Lindsay Goldberg New York, New York, United StatesInvestment Banking Analyst @ Morgan Stanley Healthcare Group From July 2017 to July 2019 (2 years 1 month) Greater New York City Area
Introversion (I), Intuition (N), Thinking (T), Judging (J)
0 year(s), 10 month(s)
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