Harsh Patel
Analyst
Mumbai
Summary
Results-driven Finance professional with an MBA in Finance and CFA Level I, specializing in investment operations and portfolio analytics for multi-asset portfolios. Expertise encompasses financial statement analysis, valuation, financial modeling, equity research, and investment analysis, with emphasis on portfolio monitoring and risk assessment. Skilled in Bloomberg, Excel, Power BI, and SQL, focused on analyzing complex financial data to inform investment decisions and enhance operational efficiency.
Overview
7
7
Certifications
4
4
years of professional experience
Work History
Analyst
Arcesium India Private Ltd
11.2025 - 06.2026
- Analyzed portfolio holdings and investment data across multi-asset portfolios with approximately USD 150 million in AUM, supporting investment monitoring, performance evaluation, and risk oversight.
- Evaluated positions across equities, fixed income, ETFs, FX, and derivative instruments, ensuring accuracy of portfolio data used for investment reporting and decision-making.
- Conducted detailed analysis of portfolio exposures, cash positions, and security-level activity, identifying discrepancies and assessing their impact on portfolio and valuation.
- Investigated and resolved 50+ trade, cash, and position exceptions daily, achieving 100% accuracy through root-cause analysis and effective coordination with stakeholders to uphold portfolio data integrity.
- Monitored investment transactions and post-trade activity across global markets to ensure accurate portfolio accounting and effective performance measurement and reporting.
- Collaborated with portfolio managers, fund administrators, custodians, and counterparties to resolve complex portfolio exceptions, minimizing operational and valuation risks.
- Analyzed corporate actions, security movements, and market-driven events to ensure accurate reflection of investment positions and portfolio valuations.
- Supported risk management initiatives through reconciliation analysis, exposure monitoring, and validation of portfolio holdings across multiple asset classes.
- Leveraged Geneva, SQL, and internal analytics platforms to extract, validate, and analyze investment data, enabling informed portfolio oversight and reporting.
- Contributed to process automation, UAT testing, and reporting enhancements, improving efficiency, scalability, and reliability of investment analytics workflows.
- Delivered portfolio insights and investment-related reporting to internal stakeholders, facilitating timely monitoring of fund performance and investment activity.
Platinum Relationship Manager
Kotak Mahindra Bank Ltd
06.2024 - 11.2025
- Supported equity research and portfolio management activities by analyzing client portfolios, investment objectives, risk tolerance, and asset allocation strategies to optimize risk-adjusted returns.
- Evaluated investment opportunities across mutual funds, equities, and wealth management products to enhance portfolio construction and investment recommendations.
- Conducted fundamental analysis and due diligence on investment opportunities by reviewing financial statements, market trends, and company-specific developments.
- Supported financial modeling, valuation analysis, and investment research to inform client presentations, and assess potential investment opportunities across multiple asset classes.
- Conducted portfolio reviews and performance analysis to identify diversification opportunities and tax-efficient strategies for portfolio optimization.
- Monitored equity markets, macroeconomic indicators, industry trends, and corporate developments to support investment decisions and market outlook assessments.
- Collaborated with credit, risk, and compliance teams to evaluate financing proposals, assess investment risks, and ensure adherence to regulatory requirements.
- Utilized CRM systems, Excel, and analytical tools to track portfolio performance, generate investment insights, and support data-driven portfolio management initiatives.
Summer Intern - Wealth Management Division
Kotak Mahindra Bank Ltd
04.2023 - 06.2023
- Conducted financial analysis and investor profiling to assess risk-return characteristics, support asset allocation decisions, and enhance portfolio construction, and investment recommendations.
- Analyzed high-net-worth client portfolios by evaluating investment performance, diversification, and suitability of financial products, leading to improved portfolio outcomes and increased client satisfaction.
- Supported investment research and portfolio reviews by analyzing financial data, preparing investment proposals, and ensuring compliance with regulatory and internal investment guidelines.
Production Supervisor
Alivus Life Sciences Limited (formerly Glenmark Life Sciences Limited)
03.2022 - 06.2022
- Analyzed operational and performance data to identify trends and evaluate key business metrics, supporting data-driven decision-making in a highly regulated environment.
- Monitored performance indicators and compliance metrics, conducting variance analysis to support corrective actions that enhanced operational efficiency.
- Evaluated process performance and operational efficiency data, identifying improvement opportunities, and contributing to productivity enhancement initiatives.
- Prepared and reviewed management reports and regulatory documentation, ensuring data accuracy and adherence to compliance standards.
Education
CFA Level I -
CFA Institute
01-2025
MBA - Finance Major, Business Analytics Minor
Institute of Management, Nirma University
Ahmedabad01-2024
B.E. Chemical Technology - Specialization in Pharmaceutical Technology
Shroff S. R. Rotary Institute of Chemical Technology
Gujarat01-2021
Class XII - undefined
GSHSEB
Gujarat01-2017
Class X - undefined
GSHSEB
Gujarat01-2015
Skills
- Financial Analysis & Valuation: Financial statements, Financial modeling, DCF Valuation, Company comparison, Transaction comparison, Ratio Analysis, Scenario analysis, Forecasting, Budgeting, Cost-Benefit Analysis
- Equity Research & Investment Analysis: Equity Research, Investment Analysis, Company Research, Industry Analysis, Market Research, Portfolio Analysis, Asset Allocation, Portfolio Management, Performance evaluation, Risk analysis, Investment recommendations
- Corporate Finance & Investment Banking: Valuation Modeling, Mergers and acquisitions, Leveraged Buyouts, Due Diligence, Capital Markets, Corporate Finance, Business Analysis
- Risk, Compliance & Controls: Risk Analysis, Credit Analysis, Risk Assessment, Regulatory Compliance, Internal Controls, Audit Compliance, Risk management
- Data Analytics & Reporting: Data Analysis, Data visualization, Data Cleaning, Trend analysis, Regression Analysis, KPI Tracking, Performance measurement, Root Cause Analysis, Management reporting
- Technical Skills: Bloomberg Terminal, Advanced Excel, Power BI, SQL, RapidMiner, Arcesium Platform, Geneva, CRM Systems, Microsoft Office Suite, UAT Testing, Financial reporting
- Fund Accounting & Investment Operations: Fund Accounting, Cash reconciliation, Trade Accounting, Books & Records Management, Trade lifecycle, Break resolution, OTC Derivatives Operations, Margin Management, Accounting Adjustments, Trade & Security Management, Straight-Through Processing (STP)
- Counterparty & Stakeholder Management: Prime Broker Coordination, Custodian Management, Fund Administrator Liaison, Client Query Resolution, Break Investigation & Resolution, Stakeholder Communication, Relationship Management
- Professional Skills: Analytical Thinking, Investment Research, Report Writing, Presentation Skills, Stakeholder Management, Client Communication, Problem Solving, Attention to Detail, Cross-functional collaboration, Time Management
Certification
Bloomberg Market Concepts (BMC).
Timeline
Analyst
Arcesium India Private Ltd
11.2025 - 06.2026
Platinum Relationship Manager
Kotak Mahindra Bank Ltd
06.2024 - 11.2025
Summer Intern - Wealth Management Division
Kotak Mahindra Bank Ltd
04.2023 - 06.2023
Production Supervisor
Alivus Life Sciences Limited (formerly Glenmark Life Sciences Limited)
03.2022 - 06.2022
Class X - undefined
GSHSEB
Class XII - undefined
GSHSEB
B.E. Chemical Technology - Specialization in Pharmaceutical Technology
Shroff S. R. Rotary Institute of Chemical Technology
MBA - Finance Major, Business Analytics Minor
Institute of Management, Nirma University
CFA Level I -
CFA Institute