neil patel

neil patel

hedge fund services

About

I am the blended skillset of Data visualization, data analysis, user interface design, business analysis and user experience. I love design, technology, and projects. I love business intelligence applications and data.

Country

united states

City

dallas

Industry

banking

Skill

business analysis, analysis, data analysis, financial modeling, management consulting, consulting, financial analysis, bloomberg, leadership, finance, project management, commodity markets, private equity, options, upstream, product management, valuation, fx options, trading, electronic trading, financial services, economics, cross functional team leadership, start ups, strategy, risk management, equities, derivatives, bloomberg terminal, capital markets, equity research, trading systems, vba, fixed income, competitive analysis, midstream, data visualization, rapid miner, tableau, software project management, python, r, javascript, d3.js, business intelligence, agile methodologies, strategic planning, sql server reporting services, power bi, cognos

Experience

charles schwab

management consultant

charles schwab

2010-1 - 2011-1 · 1 yr 1 mo
sapient

management consultant

sapient

2012-8 - 2013-1 · 6 mos

Leading Behavioral studies to analyze, synthesize and organize data into meaningful themes and visually compelling software. Leader in Data Visualization and data analysis. Focused on interaction design, user experience, user interaction and information analysis as it pertains to data and front end user interface visualization. Leading stakeholder interviews in the formulation of interaction models, wireframe solutions and visual design templates. Facilitating development of persona based research and opportunity maps. Traditional consulting based tasks which include facilitation of client engagement sessions.

pfc energy

management consulting

pfc energy

2011-5 - 2012-8 · 1 yr 4 mos

Analyzed North American Natural Gas Markets for large financial services clients. Published North American Oil & Gas Fundamentals Research for Hedge Funds, private equity clients, national governments, institutional investors and money center bank trading desks using data Visualization tools such as Tableau. Involved in data mining and research methodologies of profiling the markets from a trading standpoint. Our research focused on E&P Companies Equity Research, Upstream E&P Industry Consulting, and Oil & Gas Financial & Valuation Modeling. We focused on long term economic forecasts of the energy markets

j.p. morgan

business analyst

j.p. morgan

2006-5 - 2007-10 · 1 yr 6 mos

* Served as a product management liaison for an internally developed trading application at JPM * Led the survey questionnaire and usecase building sessions with traders * Created all wireframes, usecases and data models for the designed application * Developed needs assessment and usability evaluation plans to provide features and functions which would be in the project scope * Worked closely with the development team to define user stories and acceptance tests * Ran the quality assurance efforts which required oversight of 2 people in a cross functional team environment * Expanded the application to cater for increasing strategic business requirements with a focus on a process oriented business analysis. * Focused on increasing functionality supplied to existing markets of Bloomberg, Bloomberg Bond Trader, Tradeweb and MarketAxess.

new york stock exchange

business analyst options

new york stock exchange

2004-4 - 2006-4 · 2 yrs 1 mo

Senior Member of Market Operations Analyst Team functioning as a business liaison with AMEX technology development members.Gathered and documented business requirements, and analyzed and identified required system functionality for options trading technology. Read and interpreted exchange trading rules in terms of system impact and enhancements.Wrote and maintained system documentation, including requirements, use cases, functional specifications, and user guides.Wrote and maintained organizational documents, such as policies, procedures, notices, and user training materials.Developed test strategies, test plans, and test cases for system verification and user acceptance testing Executed test cases and recorded results and document variances. Managed defects and changes (documenting, tracking, prioritizing, and release planning / scheduling).Prepared, executed, and tracked project plans to support assigned tasks.

northern trust corporation

hedge fund services

northern trust corporation

2014-1 - Present · 12 yrs 9 mos

Currently supporting the Hedge fund services group on performance reporting metrics such as Financial Risk Involved in special projects associated with supporting Hedge funds portfolios valuations and pricing, including daily profit and loss, pnl explain, risk based explain. Transparency into portfolio including FAS 157.

Education

tulane university

tulane university

2008-1 - 2010-1 · 2 yrs 1 mo

Beta Gamma Sigma honors Activities and Societies: Tennis

louisiana state university

louisiana state university

computer engineering

1998-1 - 2002-1 · 4 yrs 1 mo

Studied Computer Science and Engineering

neil patel's Contact Information

Email

******@***.com

Phone

(**) *** ****

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