Bhavin Patel

Experience

• 

  Arihant Capital Markets Ltd

  May 2016 - Jun 2016

  Intern

  o The project: A study on the financial literacy of different financial products among investors (8 weeks)

• 

  S&P Global

  Feb 2017 - Dec 2017

  Content Analyst

  Worked under security data corporate action team.- Responsible for independently researching, analyzing, and reviewing all the corporate actions and pricing changes for companies listed on Stock Exchange in real-time. - Responsible for set up and maintenance of different debt asset classes.- Collection, standardization, and validation of various Market data/reference data from different industry data vendors- Utilizing SQL to extract and sort data from various tables in the database - Capturing financial data and preparing reports by utilizing internal and public research sources such as company press releases, SEC filings, and stock exchanges.- Handling client queries related to pricing, dividends, splits, reference data, spin-off, and any other securities corporate events- knowledge of working on data vendors I. e. Bloomberg, IDC, Reuters, Capital Iq platform. Show less

• 

  ICICIdirect

  Dec 2017 - Jun 2021

  • Digital Investment Solution Manager

    Sept 2020 - Jun 2021

  • Equity Advisor

    Dec 2017 - Aug 2020
• 

  Bank of America

  Jul 2021 - now

  • Team Leader

    Sept 2022 - now

  • Team Developer

    Jul 2021 - Sept 2022