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Jai Patel

Jai patel

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location of Jai PatelMumbai, Maharashtra, India
Phone number of Jai Patel+91 xxxx xxxxx
Followers of Jai Patel1000 followers

  • Timeline

    Mar 2019 - Sept 2019

    Finance Internship

    IIFL Securities
    Mar 2021 - Jun 2021

    Jr. Equity Rsearch Analyst

    Laverne Capital Pty Ltd
    Jun 2021 - May 2023

    Data Research Analyst

    Morningstar
    Jul 2023 - now

    Vice President

    TYHO SDA Bocconi Toastmasters Club
    Apr 2024 - Jun 2024

    Intern

    Capri Global Capital Ltd.

  • About me

    Summer Intern @ Capri Global Capital Ltd | Vice President - TYHO Bocconi Toastmasters | International Master in Business - Student at SDA Bocconi Asia Center | Ex Morningstar | University of Mumbai

  • Education

    • Jasudben m l school

      -
      A

    • Kes shroff college of commerce

      2018 - 2020
      Master's in commerce business, management cgpa 7.8

    • Kes shroff college of commerce

      2015 - 2018
      Bachelor's degree investment management a

    • Ritambara vishwa vidyapeeths malini kishor college of commerce and economics

      2013 - 2015
      Undergraduate commerce

    • Sda bocconi asia center

      2023 - 2025
      Master of business administration - mba

  • Experience

    • Iifl securities

      Mar 2019 - Sept 2019
      Finance internship

    • Laverne capital pty ltd

      Mar 2021 - Jun 2021
      Jr. equity rsearch analyst

    • Morningstar

      Jun 2021 - May 2023
      Data research analyst

    • Tyho sda bocconi toastmasters club

      Jul 2023 - now
      Vice president

    • Capri global capital ltd.

      Apr 2024 - Jun 2024
      Intern

  • Licenses & Certifications

    • The complete technical analysis trading course (new 2021)

      Udemy
      Feb 2021

    • Lean six sigma green belt

      Grant thornton bharat llp

    • Nism series viii equity derivatives

      National institute of securities markets (nism)
      Sept 2019

    • Nism-series-x-a: investment adviser (level 1) certification examination

      National institute of securities markets (nism)
      Jan 2021

    • Microsoft teams essential training

      Linkedin
      Oct 2020
      View certificate certificate

    • Stock market basics

      Zerodha

    • Excel crash course - spreadsheet formulas for finance

      Corporate finance institute® (cfi)
      Feb 2021

    • Financial markets by yale univeristy

      Coursera
      Feb 2021

    • Private equity and venture capital by università bocconi

      Coursera