Anik Patel

Research Execution Associate at Options Group
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Contact Information
us****@****om
(386) 825-5501
Location
New York City Metropolitan Area
Languages
  • English Native or bilingual proficiency
  • Spanish Limited working proficiency
  • Hindi Limited working proficiency
  • Gujarati Native or bilingual proficiency
  • Urdu Limited working proficiency

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Experience

    • United States
    • Staffing and Recruiting
    • 200 - 300 Employee
    • Research Execution Associate
      • Jun 2023 - Present

      Options Group is a leading global executive search and strategic consulting firm specializing in financial services including capital markets, global markets, alternative investments, hedge funds, and private banking/wealth management. For more than 30 years, our clients and candidates have come to know that Options Group always exceeds expectations. Our innovative approach to facilitating limitless search possibilities for our clients and candidates around the world has been recognized as the industry standard. Through our global footprint (15 offices spread across 4 continents), Options Group has the resources, analytics and experience to drive the acquisition of top tier talent for firms of any size. Options Group is on the forefront, pioneering a new generation of human talent management solutions, where research meets recruiting for optimal strategic results. OG is hands-on in providing a superior range of innovative options for financial services & tech clients and candidates. Show less

    • Foreign Exchange Trader
      • Jun 2017 - Present

      • Analyzed price trends of Major and Minor currency pairs to gain a profit by building a trading system based on historic trends, buyer psychology, and economic forecasts. • Applied various technical indicators to search for entry and exit points to minimize risk and attain maximum profitability. • Achieved an average 82% trade success rate. • Analyzed price trends of Major and Minor currency pairs to gain a profit by building a trading system based on historic trends, buyer psychology, and economic forecasts. • Applied various technical indicators to search for entry and exit points to minimize risk and attain maximum profitability. • Achieved an average 82% trade success rate.

    • Management Consultant
      • Jan 2020 - Jan 2023

      Management consultant for investee companies. • Proposed short-term and long-term structural changes within organizations to effectively compete within respective industries. • Conducted a GAP analysis to identify company challenges in product and/or service expansion and help facilitate growth. • Worked with C-Suite management team to offer advice and influence organizational and process change. • Assisted management with conducting status meetings, quarterly briefings, and project management to ensure alignment with company goals. • Helped construct and execute go-to market strategies. • Assisted in compiling pitch decks for subsequent rounds of funding. Evaluated startup investment opportunities in USA and India. • Verified product or service market opportunities to prepare a competitive landscape by conducting product analysis, verifying valuation of product and company, and identifying investment value. • Revised investment cash flow model for startups to match realistic expectations. • Identified untapped areas of growth for startups by conducting S.W.O.T. analysis reports. • Saved investors $2M in investment cost by identifying product execution failure. Managed $20M in an international wealth fund. • Obtained over 7% annual return, on average, by diversifying fund into secure investments. • Determined a 10% investment into equity market focusing on high dividend yield and 30% in Market-Link Notes to secure client goal of obtaining a stable and steady return. • Explored non-traditional investment opportunities with slightly advanced risk to expose client to higher growth prospects. • Developed and built a bespoke asset tracker with live market feed encompassing multiple asset classes for client, allowing for scrutinized tracking of investment performance and opportunities. Show less

Education

  • Arizona State University - W. P. Carey School of Business
    Master in Managment
    2017 - 2018
  • Arizona State University
    Bachelor of Science - BS, Economics
    2015 - 2017

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