Miraj Patel

Miraj Patel

Manager

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location of Miraj PatelGreater Boston

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  • Timeline

  • About me

    Investment Product Analyst, ESG Specialist at IR+M

  • Education

    • Bentley University - McCallum Graduate School of Business

      2019 - 2021
      Master of Science - MS Finance, General

      Activities and Societies: Bentley Sustainable Investment Group

    • Bentley University

      2017 - 2020
      Bachelor of Science - BS Corporate Finance and Accounting & Earth, Environment, and Global Sustainability Cum Laude

      Activities and Societies: Students of Sustainable Business, Habitat for Humanity, Bentley Investment Group, Bentley Sustainable Investment Group Minor: Computer Information Systems

    • John F. Kennedy Catholic Preparatory School

      2013 - 2017
      Advanced Regents Diploma with Honors
  • Experience

    • Kumon North America, Inc.

      Aug 2013 - Jan 2020
      Manager

      Managing the center in various roles such as enrolling new students, making appointments, assigning tutors to students, and making weekly schedules. Handling billing, monthly reporting, taking and ordering of inventory, and planning work for each student.

    • Bentley University

      Aug 2017 - Mar 2020
      Football Operations Manager

      Set and clean up practices, maintain and fix equipment, along with keeping track of inventory. Direct filming of practices and games using HUDL Sideline.Coordinate game-day communication devices for the entire coaching staff.

    • Putnam Northern Westchester BOCES

      Jul 2018 - Aug 2019
      Teachers Aide

      Facilitated instruction to a single student, or a group of students depending on the student’s needs. Supported highly autistic, nonverbal students with daily living skills, managing behavior, communications, therapies, and feedings, as well as implemented educational plans developed by their teacher and other educational professionals.

    • Emerging Markets for Responsible Investing

      Nov 2019 - Mar 2020
      ESG Research Intern

      Conducted ESG research on responsible investing in Emerging Markets, culminating in a white paperPerformed ESG analysis across companies, industries, sectors, and issues utilizing Bloomberg, FactSet, and MSCI

    • Bentley Sustainable Investment Group

      Nov 2019 - May 2021

      Educated members on techniques of ESG integration to support investment due diligence processesIdentified and analyzed ESG factors that are most critical to performance and whose societal impact was most significantTaught sector analysts about utilizing MSCI's ESG Manager, SASB's Materiality Map, and Bloomberg’s ESG Portal Executed responsibilities such as developing and presenting pitches on long positions based on ESG principles, executing buy and sell orders, analyzing equity valuations, industry trends, economic outlook, and performance statistics using various financial software programs such as Bloomberg, CapitalIQ, FactSet, and MSCI. Successfully pitched NextEra Energy and Xylem

      • VP of ESG Research

        May 2020 - May 2021
      • Lead Analyst - Energy, Utilities, and Communications

        Nov 2019 - May 2020
    • Athenahealth

      Jun 2020 - Aug 2020
      Internal Audit Intern

      Documented walkthrough meetings, reviewed evidence submitted for testing for all business units, and tested ten internal controls for accounts payable, goodwill, and consolidation & intercompany using Excel as a part of the 2020 SOX program

    • Lazard Asset Management

      Aug 2020 - Nov 2020
      Quantitative Equity ESG Research Intern

      Evaluated twenty publicly available ESG data sources and documented the data acquisition process resulting in the addition of four data providers for the Quantitative Equity teamPerformed SEDOL matching for each data set to be uploaded into Lazard’s internal database to conduct ESG analysis utilizing over 50 new data points such as deforestation, freedom of expression, data privacy, employee demographics, and customer satisfaction

    • Bentley University

      Sept 2020 - Apr 2021
      Computer Information Systems Tutor and Technology Advocate

      Tutored students in Microsoft Excel, JavaScript, Python, and HTMLLed weekly review sessions for the website design course at Bentley University

    • ICR

      May 2021 - Oct 2022
      • Senior ESG Associate

        Jul 2022 - Oct 2022
      • ESG Associate

        May 2021 - Jun 2022
    • Income Research + Management

      Nov 2022 - now
      Investment Product Analyst, ESG Specialist
  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Miraj Patel
      Dean's List -
    • Awarded to Miraj Patel
      Delongchamp Recipient -
    • Awarded to Miraj Patel
      Eagle Scout - Led a team of youth and adult members in building a fishing shed at my high school. Created a budget, fundraisers, various action plans, and safety plans to ensure a successful project.
    • Awarded to Miraj Patel
      Monsignor Matthew Peters Golden Eleven -
    • Awarded to Miraj Patel
      Presidential Scholar -
    • Awarded to Miraj Patel
      President’s List -
  • Volunteer Experience

    • Eagle Scout

      Issued by Boy Scouts of America
      Boy Scouts of AmericaAssociated with Miraj Patel