Khushi Patel

Equity Research Analyst - Infrastructure & Renewables at UTSC Student Managed Fund
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Contact Information
us****@****om
(386) 825-5501
Location
Pickering, Ontario, Canada, CA
Languages
  • English Professional working proficiency
  • Gujarati Professional working proficiency
  • Hindi Professional working proficiency

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Credentials

  • Excel: Macros and VBA for Beginners
    LinkedIn
    Jan, 2023
    - Nov, 2024
  • Excel Skills for Business: Intermediate I
    Macquarie University
    Sep, 2022
    - Nov, 2024
  • Bloomberg Market Concepts
    Bloomberg
    Sep, 2022
    - Nov, 2024
  • Build a Real-time Stock Market Dashboard using Power BI
    Coursera
    Aug, 2022
    - Nov, 2024
  • Excel Skills for Business: Essentials
    Macquarie University
    Jul, 2022
    - Nov, 2024
  • Innovation, Creativity, and Entrepreneurship Training Certificate
    The Beanstalk Project
    Feb, 2021
    - Nov, 2024
  • WHMIS Training Certificate
    Public Services Health & Safety Association
    Feb, 2020
    - Nov, 2024
  • Worker Health and Safety Awareness
    Ontario Ministry of Labour, Training and Skills Development
    Feb, 2020
    - Nov, 2024
  • Mental Health First Aid
    Mental Health Commission of Canada
    Aug, 2019
    - Nov, 2024

Experience

    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Equity Research Analyst - Infrastructure & Renewables
      • May 2023 - Present

    • Vice President Operations
      • Apr 2023 - Present

    • Non-profit Organizations
    • 1 - 100 Employee
    • Vice President Operations
      • Mar 2023 - Present

    • Director of Curriculum
      • Apr 2022 - Apr 2023

    • Operations Associate
      • Oct 2021 - Apr 2022

    • Canada
    • Investment Banking
    • 700 & Above Employee
    • Financial Analyst
      • Jan 2023 - Apr 2023

      Global Equity Linked Products (GELP) Desk Global Equity Linked Products (GELP) Desk

    • Canada
    • Higher Education
    • 1 - 100 Employee
    • Co-President
      • Feb 2022 - Mar 2023

    • Canada
    • Entertainment Providers
    • 1 - 100 Employee
    • Sponsorship Team Executive
      • Jul 2021 - Jan 2023

      • Develop initiatives to grow and retain strategic alliances • Create and oversee implementation of sponsorship sales and packaging strategy • Work with the President and Executive Vice President to identify a sponsorship strategy for the year comprising sponsor renewals and new targets. • Attend events on behalf of the organization to develop and nurture relationships with new and existing sponsors. • Develop initiatives to grow and retain strategic alliances • Create and oversee implementation of sponsorship sales and packaging strategy • Work with the President and Executive Vice President to identify a sponsorship strategy for the year comprising sponsor renewals and new targets. • Attend events on behalf of the organization to develop and nurture relationships with new and existing sponsors.

    • Canada
    • Higher Education
    • 700 & Above Employee
    • The BRIDGE Finance Lab Assistant
      • May 2022 - Sep 2022

    • Canada
    • E-Learning Providers
    • 1 - 100 Employee
    • Vice President Of Logistics
      • Aug 2021 - Mar 2022

      • Guided a team of 5 leaders in establishing educational workshops for senior high school students to help them ease the transition to post-secondary• Spearheaded the YBL podcast project by developing scripts related to different business professions and interviewing professionals to gain their insight

    • Logistics Coordinator
      • Aug 2020 - Aug 2021

      🔹Spearheaded the YBL "Get Down to Business" Webinar featuring over 54 participants and 11 representatives from top universities in Canada🔹Was nominated and awarded the "Executive of the Year" for bringing innovative ideas to life and displaying exemplary leadership

    • United States
    • Non-profit Organizations
    • 100 - 200 Employee
    • Financial Strategist
      • Nov 2020 - Mar 2021

      • Collaborated with a team of other students to build a start-up from scratch and go through the processes of creating, managing, and liquidating a business in the span of 18 weeks • Employed problem-solving skills to strategize pricing and company budget • Maintained an active record of company financials and KPIs to monitor performance and derive accurate forecasts of future cash flows • Handled shareholder's equity accounts and issuance of dividends • Collaborated with a team of other students to build a start-up from scratch and go through the processes of creating, managing, and liquidating a business in the span of 18 weeks • Employed problem-solving skills to strategize pricing and company budget • Maintained an active record of company financials and KPIs to monitor performance and derive accurate forecasts of future cash flows • Handled shareholder's equity accounts and issuance of dividends

    • Canada
    • Banking
    • 700 & Above Employee
    • CIBC Run For the Cure Initiative Leader
      • Jul 2020 - Aug 2020

      • Led a group of 10 students to implement a virtual fundraiser in support of breast cancer research, hosted in partnership with the official CIBC Durham Run for the Cure organization • Systematically delegated tasks, facilitated individual responsibilities, identified objectives, abruptly resolved conflicts, and fostered team progress • Successfully raised over $1,600 in funds within the span of merely two weeks resulting in the recognition of best fundraising team by CIBC Durham• • Led a group of 10 students to implement a virtual fundraiser in support of breast cancer research, hosted in partnership with the official CIBC Durham Run for the Cure organization • Systematically delegated tasks, facilitated individual responsibilities, identified objectives, abruptly resolved conflicts, and fostered team progress • Successfully raised over $1,600 in funds within the span of merely two weeks resulting in the recognition of best fundraising team by CIBC Durham•

    • Canada
    • Law Enforcement
    • 300 - 400 Employee
    • Youth in Policing Team Leader
      • Jun 2020 - Aug 2020

      • Employed with the Durham Regional Police Services to lead and monitor YIP students and support them in their journey of becoming advocates of change while learning about policing beyond the uniform • Actively delegated tasks, organized virtual events, resolved conflicts, and enforced regulations • Utilized creative thinking to execute virtual team building activities and maintain active student engagement • Employed with the Durham Regional Police Services to lead and monitor YIP students and support them in their journey of becoming advocates of change while learning about policing beyond the uniform • Actively delegated tasks, organized virtual events, resolved conflicts, and enforced regulations • Utilized creative thinking to execute virtual team building activities and maintain active student engagement

    • Canada
    • Higher Education
    • 700 & Above Employee
    • Retail and Conference Services Assistant
      • Feb 2020 - Jun 2020

      • Assisted professionals as a co-op student in the sector of event planning to assist with the planning and execution process of over 10 internal and external events within University of Toronto Scarborough • Devised detailed event plans, coordinated logistical tasks, communicated with event partners, and assisted in the execution of the events • Networked with professionals and executives in campus events leading to the establishment of positive relationships and connections • Assisted professionals as a co-op student in the sector of event planning to assist with the planning and execution process of over 10 internal and external events within University of Toronto Scarborough • Devised detailed event plans, coordinated logistical tasks, communicated with event partners, and assisted in the execution of the events • Networked with professionals and executives in campus events leading to the establishment of positive relationships and connections

    • United States
    • Education Administration Programs
    • 400 - 500 Employee
    • DECA Academic Lead
      • Nov 2019 - Jan 2020

      • Guided members towards success in the role of Academic Lead by facilitating study sessions and delivering informational lessons • Received recognition for having one of the highest oral exam scores; written exam scores; and cumulative scores at Regionals within the Human Resources Management category • Guided members towards success in the role of Academic Lead by facilitating study sessions and delivering informational lessons • Received recognition for having one of the highest oral exam scores; written exam scores; and cumulative scores at Regionals within the Human Resources Management category

    • Canada
    • Law Enforcement
    • 300 - 400 Employee
    • Youth in Policing Summer Initiative Student
      • Jul 2019 - Aug 2019

      • Collaborated alongside a team of other leaders to implement community welfare activities and develop as an advocate for positive change • Explored various occupations within the policing profession while evolving as a leader in the process • Valedictorian of the initiative • Collaborated alongside a team of other leaders to implement community welfare activities and develop as an advocate for positive change • Explored various occupations within the policing profession while evolving as a leader in the process • Valedictorian of the initiative

Education

  • University of Toronto
    BBA and HBSc Double Degree, Management and Finance & Statistics - Quantitative Finance Stream

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