Parth Patel

Equity Analyst

NF Forensics Ltd•  April 2022 - Present•  London, UK

- Analysing large financial datasets and calculating KPIs in Excel and Python, using advanced financial modelling, statistical and data analysis to assess company strategies, products, industry/peers and growth drivers. - Issued comprehensive reports on over 50 companies, directly influencing investment decisions for a group of clients with over $1 trillion in AUM. - Automated financial analysis processes by developing an Excel macro, reducing report preparation time by 1 hour and improving data accuracy. - Managing stakeholder relationships with CEOs and CFOs of public companies worth over $3bn, leveraging insights from these interactions to enhance report accuracy and client satisfaction.

Junior Oil Trader

Dare International Ltd•  September 2021 - January 2022•  London, UK

- Market making, pricing and risk management for OTC energy derivatives for a scale-up energy technology company. - Assisted with managing stakeholder relationships to ensure a high level of order flow and competitive prices. - Tested and implemented optimised hedging strategies for our FX position in Python, saving us $10k a day. - Independently conducted exploratory statistical analysis in Python/SQL on relationships between different energy prices, helping identify trade ideas that closed with $20k profit. - Collaborated with product managers and software engineers to build an automated calendar and alert system for power trading desks, improving overall operational efficiency. - Writing advanced SQL queries to pull pricing data and create visual dashboards for various energy products, aiding in identifying profitable market opportunities.

Junior Derivatives Trader

BUX (ABN AMRO)•  August 2020 - August 2021•  London, UK

- Market making and risk management of equity derivatives for a start-up FinTech, providing B2C brokerage services. - Utilised Python for statistical modelling, to assist in developing the pricing and risk models for new products. - Collaborated with product managers and developers to automate processes and develop analytical tools using VBA/SQL, increasing operational efficiency and data accuracy. - Developed a trade reconciliation tool in Python, reducing reconciliation time by 30 minutes and minimising errors. - Cleaned and transformed brokerage data using dbt, preparing it for analysis and use in various trading tools, which improved data integrity and usability. - Analysed the desk’s P&L in SQL, identifying unprofitable products and discontinuing them, leading to a 10% increase in weekly P&L.