
Miraj Patel
Manager

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About me
Investment Product Analyst, ESG Specialist at IR+M
Education

Bentley University - McCallum Graduate School of Business
2019 - 2021Master of Science - MS Finance, GeneralActivities and Societies: Bentley Sustainable Investment Group

Bentley University
2017 - 2020Bachelor of Science - BS Corporate Finance and Accounting & Earth, Environment, and Global Sustainability Cum LaudeActivities 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 - 2017Advanced Regents Diploma with Honors
Experience

Kumon North America, Inc.
Aug 2013 - Jan 2020ManagerManaging 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 2020Football Operations ManagerSet 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 2019Teachers AideFacilitated 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 2020ESG Research InternConducted 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 2021Educated 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 2021Lead Analyst - Energy, Utilities, and Communications
Nov 2019 - May 2020

Athenahealth
Jun 2020 - Aug 2020Internal Audit InternDocumented 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 2020Quantitative Equity ESG Research InternEvaluated 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 2021Computer Information Systems Tutor and Technology AdvocateTutored students in Microsoft Excel, JavaScript, Python, and HTMLLed weekly review sessions for the website design course at Bentley University

ICR
May 2021 - Oct 2022Senior ESG Associate
Jul 2022 - Oct 2022ESG Associate
May 2021 - Jun 2022

Income Research + Management
Nov 2022 - nowInvestment Product Analyst, ESG Specialist
Licenses & Certifications
- View certificate

CFA Program Level I
CFA InstituteOct 2024 
Bloomberg Market Concepts
Bloomberg LP- View certificate

FSA Credential
IFRS FoundationJun 2023
Honors & Awards
- Awarded to Miraj PatelDean's List -
- Awarded to Miraj PatelDelongchamp Recipient -
- Awarded to Miraj PatelEagle 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 PatelMonsignor Matthew Peters Golden Eleven -
- Awarded to Miraj PatelPresidential Scholar -
- Awarded to Miraj PatelPresident’s List -
Volunteer Experience
Eagle Scout
Issued by Boy Scouts of America
Associated with Miraj Patel
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