Yash Patel

Consultant at York Consulting Group (YCG)
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Contact Information
us****@****om
(386) 825-5501
Location
Toronto, Ontario, Canada, CA
Languages
  • English -
  • Hindi -
  • Gujarati -

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James Juchau

Yash was our co-op on the Collateral Risk team and couldn't have done a better job. He took a very manual, tedious task and build a whole suite of macros that reduced the time that it took to the process from a few hours to an hour or so. We still rely on these macros today. Additionally, he had a pleasant, optimistic, and hard-working attitude that made him a great asset to our team. I would highly recommend Yash to any employed.

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Credentials

  • Bloomberg Market Concepts
    Bloomberg LP
    Jan, 2016
    - Oct, 2024

Experience

    • Canada
    • Business Consulting and Services
    • 1 - 100 Employee
    • Consultant
      • Oct 2021 - Present

    • Canada
    • Higher Education
    • 1 - 100 Employee
    • Director Of Corporate Relations
      • Jun 2021 - Feb 2022

    • United States
    • Business Consulting and Services
    • 700 & Above Employee
    • Analyst, Real Estate Valuations
      • Mar 2019 - Aug 2020

      - Financial Analysis: Analyze market data, government publishing, to advise clients including but not limited to REITs, Asset managers, PE firms, with fairness opinions, and valuations pertaining to planned and completed real estate transactions.- Fairness Opinion: Examine the subject property market by interacting with local market experts, studying research reports, analyzing historical performance, and proprietary data to issue a comprehensive report and fairness opinion.- Client Communication and Presentation: Liaise with clients for data requisition, to understand expectations, and to present final valuation reports. Periodically, guide auditors with process and data utilized to derive final findings.- Cross Team Collaboration: Advised other teams within Duff & Phelps such as Portfolio Valuations and PP&E teams pertaining to their analysis of real estate markets in North America, Europe, and Asia.- Business Process Improvement: Implement macros and template to improve efficiency, and reduce errors and turnaround time for leasehold valuations, roll forwards, and PPA modeling.

    • Associate Consultant
      • Nov 2017 - Mar 2019

      - Financial Analysis: Constructed financial models to estimate future revenue, profit margins, CAPEX requirements for agri-equipment manufacturers based on primary research, competitive intelligence, industry growth statistics and trade data.- Strategy Analysis: Analyzed strategies employed by various agri-equipment manufacturers at different levels in the value chain to increase their brand awareness, drive sales and retain customers.- Client Communication and Presentation: Acted as a SPOC between client and UC Strategy on multiple engagements, ensured expectations are met through continuous engaged discussions and presented findings from the study to client CEOs.- Business Process Improvement: Identified BPR opportunities for a leading Private Wealth Management firm to reduce its financial risk, improve operational efficiency and boost customer satisfaction.- Customer Retention Strategy: Examined consumer churn causes and patterns for a major MNC domain registrar/web hosting company and recommended solutions aimed at minimizing the churn within 6 months.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Securities Finance Risk Analyst Co-op
      • Jul 2016 - Dec 2016

      • Analyzed and investigated credit utilization reports and investigate any over-limit conditions• Developed financial models and macros to support risk analysis, reporting, and other functions of the team• Assisted with the on-boarding of new lenders and borrowers to the Agency Lending program• Supported Collateral & Credit Risk team to ensure all the lenders & borrowers were within the risk parameters• Memo-pledged borrower’s assets to collateralize their shorts and apply haircuts and marginto contain risk• Collaborated closely with trading and account management teams to ensure lender tradingavailability was optimized and urgent trading opportunities were addressed• Corresponded with borrower credit teams to address client inquiries in a timely manner• Obtained lender’s financial statements and other documents for borrowers

    • GX Business Unit Finance Co-op
      • Jul 2015 - Dec 2015

      • Designed and tested client database reports based on the specifications provided• Rebuilt IT Discretionary Spend report to incorporate pivot tables, additional datasources, products and other requested features• Trained multiple teams onsite and virtually to enable them to create the reports• Analyzed discrepancies in expense budgets and corrected them• Managed department’s intranet community website & supervised data submissions • Designed and tested client database reports based on the specifications provided• Rebuilt IT Discretionary Spend report to incorporate pivot tables, additional datasources, products and other requested features• Trained multiple teams onsite and virtually to enable them to create the reports• Analyzed discrepancies in expense budgets and corrected them• Managed department’s intranet community website & supervised data submissions

    • Advertising Services
    • 1 - 100 Employee
    • Project Management Intern
      • May 2014 - Aug 2014

      • Co-managed the interior designing of an office• Analyzed costs to be incurred in order to comply with the budget provided by the client• Delegated tasks to multiple miscellaneous agencies• Served as point of contact between the vendors and the company• Resolved conflicts and negotiated pricing with vendors • Co-managed the interior designing of an office• Analyzed costs to be incurred in order to comply with the budget provided by the client• Delegated tasks to multiple miscellaneous agencies• Served as point of contact between the vendors and the company• Resolved conflicts and negotiated pricing with vendors

Education

  • Schulich School of Business - York University
    Master of Business Administration - MBA, Real Estate & Business Consulting
    2020 - 2022
  • Northeastern University
    Bachelor of Science in Business Administration, Finance & Management Information Systems
    2013 - 2017
  • American College of Greece
    2016 - 2016
  • Oberoi International School
    International Baccalaureate Diploma Programme
    2011 - 2013
  • Rustomjee Cambridge International School
    IGCSE
    2006 - 2010

Community

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