Maitri Patel

Equity Research Associate at Elara Capital
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Contact Information
us****@****om
(386) 825-5501
Location
IN

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Credentials

  • Financial Modelling and Valuation
    EY
    Dec, 2021
    - Nov, 2024
  • CFA Level 1
    CFA Institute
    Nov, 2019
    - Nov, 2024

Experience

    • United Kingdom
    • Financial Services
    • 100 - 200 Employee
    • Equity Research Associate
      • Oct 2022 - Present

    • IT Services and IT Consulting
    • 300 - 400 Employee
    • Equity Research Associate
      • Mar 2022 - Oct 2022

      ASEAN BANKS ASEAN BANKS

  • Dalmus Capital
    • Mumbai, Maharashtra, India
    • Equity Research Intern
      • Feb 2022 - Feb 2022

    • India
    • Financial Services
    • 1 - 100 Employee
    • Equity Research Intern
      • Oct 2021 - Jan 2022

       Performed deep, bottom-up fundamental analysis of over 10 stocks in the Information Technology sector  Researched industry trends and analyzed the company’s financials to make an informed recommendation.  Responsible for writing coverage updates and research reports for security holding in a specific sector.  Maintained company database including company profile, financials, and Con call transcripts.  Performed deep, bottom-up fundamental analysis of over 10 stocks in the Information Technology sector  Researched industry trends and analyzed the company’s financials to make an informed recommendation.  Responsible for writing coverage updates and research reports for security holding in a specific sector.  Maintained company database including company profile, financials, and Con call transcripts.

    • India
    • Banking
    • 700 & Above Employee
    • Deputy Manager
      • Aug 2020 - Sep 2021

       Identified cross-selling opportunities for MFI and trained the MFI Sales team on product and processes  Introduced and trained MFI Sales team on CRM to increase and track customer engagements.  Ensured CRM updation and resolved internal stakeholder complaints in stipulated turnaround time.  Liaison with IT team to automate the process of Incentive calculation for the Microfinance sales team.  Designed a Dashboard to monitor monthly performance of sales team on various business parameters.  Started department-wide “Knowledge Series” emails to discuss MFI product & its key features.  Designed contests for competition among MFI sales team across various Zones, Regions & Areas

    • Sri Lanka
    • Research Services
    • 300 - 400 Employee
    • Summer Intern
      • Jun 2019 - Jul 2019

      Exploratory Study of Amaranth Value Chain in Gujarat - Value Chain Analysis of Amaranth crop in three major growing geographies in India: Gujarat, Uttarakhand and Karnataka(Bangalore) - Computed the economics of cultivating Amaranth grain in Gujarat and Uttarakhand. - Feasibility Analysis of growing Amaranth vs. Wheat in Gujarat. - Extensive research on product development of Amaranth based food products such Amaranth Khakhra and Amaranth - Estimated the current market size for Grain Amaranth and market potential of Amaranth Flour and Multi-Grain Bread. - Devised a B-Plan for providing Amaranth based Nutrition Bar as a food supplement in Mid-day meals in Dhundhi, Gujarat.

Education

  • Institute of Rural Management Anand (IRMA)
    Master's degree
    2018 - 2020
  • Dharmsinh Desai University
    Bachelor of Technology - BTech, Computer Engineering
    2014 - 2018
  • Divine Child School
    2001 - 2014

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