jenil patel
Golden Investment Fund (GIF) Analyst at Golden Investment Fund, IIM Amritsar- Claim this Profile
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Bio
Credentials
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Excel for beginners
Great LearningApr, 2022- Sep, 2024 -
Excel for intermediate level
Great LearningApr, 2022- Sep, 2024 -
Introduction to Finance, Accounting, Modeling and Valuation
UdemyFeb, 2022- Sep, 2024 -
Modeling Risk and Realities
Wharton OnlineApr, 2023- Sep, 2024
Experience
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Golden Investment Fund, IIM Amritsar
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Capital Markets
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1 - 100 Employee
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Golden Investment Fund (GIF) Analyst
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Nov 2022 - Present
• Led IIM Amritsar's fund management team of three, driving daily operations and creating a roadmap for long-term growth strategy and efficient working to achieve following 1. Identifying undervalued securities from different sectors for creating a well-diversified portfolio using DCF valuation. 2. Use these securities to create a portfolio with an allocation of 30% based on discretionary research and 70% based on quant-based research (Momentum for both value and growth securities). 3. Portfolio is created by maximizing risk-adjusted returns (Sharpe ratio) and is restructured once each month. 4. Daily calculating and monitoring portfolio Value at Risk (Using parametric VAR), Beta, Sharpe Ratio, and returns. 5. Finally, at the end of each month, compare the fund's performance with the benchmark index Nifty50, then create and publish reports and disclosures, if any. • Created an easy-to-use Python-based product considering the different needs of fund managers which can restructure portfolio on a regular basis (with clear rules), monitor and visualize performance on a real-time basis and compare with benchmarks with different KPIs, also calculate, and monitor daily VAR that can be monitored easily. ( i.e., combining points 2 3 4 and 5 of above-mentioned objectives) •Achieved 48.72% returns (NAV: 63.26 to 94.08) from Feb 2023 to July 2023. Show less
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Strategic Advisor
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Feb 2023 - Jun 2023
Skills: • Financial Modeling • Market research • Product pricing (dynamic) • Equity Research • Valuation of the firm • Strategic deals for the PE investor • PE Investor analysis Skills: • Financial Modeling • Market research • Product pricing (dynamic) • Equity Research • Valuation of the firm • Strategic deals for the PE investor • PE Investor analysis
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Apollo Orthopedics Limited
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India
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Appliances, Electrical, and Electronics Manufacturing
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Junior Financial Advisor
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Apr 2023 - May 2023
The Effective Strategies for management of Inventory and Budget controlling: Skills: • Financial Statements Analysis • Inventory management system • Demand forecasting techniques in the service industry • Predictive modeling • EOQ modeling • Simulation modeling The Effective Strategies for management of Inventory and Budget controlling: Skills: • Financial Statements Analysis • Inventory management system • Demand forecasting techniques in the service industry • Predictive modeling • EOQ modeling • Simulation modeling
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Education
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2022 - 2024
Indian Institute of Management Amritsar
Postgraduate Degree, MBA Core – Master of Business Administration – MBA -
2018 - 2021
The Maharaja Sayajirao University of Baroda
Bachelor's degree, Accounting and financial management
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