Arjun Patel
Analyst @ Bank of America
About
Michigan Alum
United States
New York
Defense & Space
Quantitative Research, Quantitative Analytics, Financial Statement Analysis, Microsoft PowerPoint, Programming, Python (Programming Language), Portfolio Management, Equity Research, Teamwork, Team Leadership, Bloomberg Terminal, FactSet, Financial Analysis, DCF Valuation, Stock Market Analysis, Environmental, Social, and Governance (ESG)
Experience
Analyst
Bank of America
New York, New York, United States
Portfolio Management Committee
Michigan Ethical Investments
Ann Arbor, Michigan, United States
Registered the Club as a 501c3 non profit, reorganized capital allocation for club operations and investments, repitch different stocks for investment
Pitch Head
Michigan Ethical Investments
Ann Arbor, Michigan, United States
Co- Led a team of 4 to research and evaluate a stock with an emphasis on ESG for potential investment
Incoming Analyst at Michigan Ethical Investments
Michigan Ethical Investments
Ann Arbor, Michigan, United States
Worked with a team of 5 to research and develop a stock with an emphasis on ESG for potential club investment.
Summer Analyst
Bank of America Private Bank
Return Offer Received
Research Assistant
University of Michigan - Stephen M. Ross School of Business
Ann Arbor, Michigan, United States
•Conducted research as part of a team on a multitude of companies in the space industry to study how disruptors improve the adoption of disruptive innovation of launch vehicle providers and satellite manufacturers. The program included analysis of the financial health of companies in case studies • Presented research and initial findings to over 200 people at the annual UROP Symposium
2022 Goldman Sachs Virtual Insight Series Participant
Goldman Sachs
Virtual
Summer Intern
Chubb
New York City Metropolitan Area
●Conduct on- sight inspections with adjusters to determine insured loss ● Coordinate with risk teams to detect possible cases of insurance fraud ● Mine claim files for documentation and update database ● Conduct reviews and update insurance contracts between Chubb and insured ● Compile statement of losses reports for team members and clients
Summer Intern
Chubb
New York City Metropolitan Area
●Conduct on- sight inspections with adjusters to determine insured loss ● Coordinate with risk teams to detect possible cases of insurance fraud ● Mine claim files for documentation and update database ● Conduct reviews and update insurance contracts between Chubb and insured ● Compile statement of losses reports for team members and clients
Student Staff
Penn State University
Monaca, Pennsylvania, United States
Student Tutor
Penn State University
Monaca, Pennsylvania, United States
Student Assistant
Penn State University
Monaca, Pennsylvania, United States
Education
University of Michigan College of Literature, Science, and the Arts
Economics
Transferred in from the Pennsylvania State University after the Fall 2021 Semester, started January 2022
Arjun Patel's Contact Information
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