Amman Patel

Amman Patel

Investment Research Analyst

Followers of Amman Patel1000 followers
location of Amman PatelToronto, Ontario, Canada

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  • Timeline

  • About me

    Equity Research - National Bank Financial | Ex-Credit Suisse

  • Education

    • NMIMS

      2011 - 2016
      MBA-Tech Finance

      Activities and Societies: Head of Entrepreneurship Cell (2014-2015) Member of American Society of Civil Engineers MBA with Finance as major, Btech in Civil Engineering

    • Mithibai College

      2009 - 2011
      HSC Science
  • Experience

    • Aranca

      Aug 2016 - Dec 2017
      Investment Research Analyst

      Worked with a hedge fund investing in the US, made detailed fundamental valuation models and wrote initiating coverages on stocks across sectors.

    • Credit Suisse

      Jan 2018 - May 2023

      Involved in generating tactical investment views for Asian equity markets at a country level based on the macroeconomic cycle, fundamental, technical analysis, cross-asset signals and geopolitical developments.Prepare regular notes and presentations to communicate market updates, analysis and strategy views to internal and external clients. Largely covered clusters including cash equities, equity derivs and illiquid instruments

      • Investment Strategist, Assistant Vice President

        Jul 2019 - May 2023
      • Market Risk Analyst

        Jan 2018 - Jul 2019
    • National Bank of Canada

      Nov 2023 - now
      Equity Research Associate

      Cover precious metals producers and developers with assets across Americas and Africa.

  • Licenses & Certifications

    • R Programming

      Coursera Course Certificates
      Mar 2016
      View certificate certificate
    • An Introduction to Financial Accounting

      Coursera Course Certificates
      Nov 2014
      View certificate certificate
    • CFA Level 1

      CFA Institute
      Dec 2019
    • Certificate in German Language

      University of Mumbai
      Jan 2015
    • Chartered Market Technician - Level III (CMT)

      CMT Association, Inc.
      Aug 2022
    • Financial Risk Management

      Global Association of Risk Professionals (GARP)
      Mar 2019
      View certificate certificate
    • German A1 level

      Goethe Institut Indien
      Jan 2015
    • P1 Paragliding flight training (APPI 1)

      Templepilots Paragliding
      Dec 2019
    • Certificate in Derivatives Valuation and Risk Analytics

      Indian Institute of Quantitative Finance
      Nov 2017
  • Volunteer Experience

    • Mentor

      Issued by The Lighthouse Project India on Jan 2017
      The Lighthouse Project IndiaAssociated with Amman Patel