Manish Patidar
Intern - Wealth Management
Gurgaon
Summary
Results-driven Computer Science graduate with a strong focus on financial analysis, corporate finance, and capital markets.
Expertise in financial modeling, data analysis, and valuation techniques, with hands-on experience using Excel and other financial software.
Proficient in analyzing market trends, solving complex problems, and making data-driven financial decisions.
Fast learner with excellent communication and interpersonal skills, seeking to leverage academic knowledge and internship experience as an Investment Banking Analyst.
Strong passion for financial markets and a proven ability to perform in fast-paced, high-pressure environments.
Overview
2
2
years of professional experience
12
12
Certifications
Work History
Intern
Nuvama Wealth Management Ltd
02.2025 - Current
- Assisted in the management and monitoring of Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) by analyzing fund performance and investor portfolios
- Supported the senior team in preparing detailed investment reports, highlighting key trends and risk factors within PMS and AIF portfolios
- Assisted in evaluating distressed asset portfolios, conducting in-depth financial analysis to assess the potential for asset recovery and profitability
- Supported the debt funds team by analyzing credit risk, liquidity profiles, and interest rate movements to optimize debt portfolio performance
- Conducted credit analysis on corporate bonds and other debt instruments, evaluating their suitability for inclusion in client portfolios
- Conducted thorough research and analysis on mutual fund products, performance metrics, and industry trends to support investment decisions
- Assisted in preparing fund fact sheets, investor communication materials, and performance reviews for mutual fund offerings
- Worked closely with cross-functional teams to design customized investment strategies across PMS, AIF, mutual funds, and debt funds
Internal Audit Trainee
Roop Industries
06.2023 - 08.2023
- Designed and implemented high-performance computer networks tailored to specific organizational needs, achieving 99.9% uptime over a six-month period by adhering to industry best practices in network architecture
- Configured and managed various network protocols, including TCP/IP, UDP, HTTP, FTP, DNS, DHCP, SNMP, and others
- Applied network security principles and utilized tools such as firewalls, IDS/IPS, VPNs, encryption, access control, and security policies to safeguard network infrastructure
- Skilled in using network monitoring tools (e.g., Wireshark, Nagios, Solar Winds) to diagnose and resolve network performance issues, including latency.
- Creating & monitoring firewalls to audit internal mails & averting risk & compliance in the organization.
Summer Intern
JP Morgan Asset Management Chase
04.2023 - 06.2023
- Gathered clients’ key investment objectives, risk appetite, investment restriction, and other relevant information to enable recommending suitable investment solution
- Constructed suitable investment portfolios for two individuals based on their unique risk profiles
- Carried out quantitative fundamental analysis for two stocks and made a recommendation to clients based on their investment objectives
- Assessed key performance indicators (KPIs) for client’s investment portfolios
Education
Bachelors of Technology - Computer Science
01.2021 - 01.2025
Senior Secondary School Examination - CBSE
01.2020 - 01.2021
High School Diploma -
04.2001 -
- Study Abroad: High school (grade 8 - 9)- Student's exchange program, USA, 2015 to 2016
Volunteering & liaising for sponsorship for the underprivileged children globally
Skills
Equity Valuation Analysis
Certification
Equity Markets Analytics, Finlatics
Social Networks - Linkedin
https://www.linkedin.com/in/manish-patidar-8747a6200/
Affiliations
Aspire leader's affiliation program
Online * August 2023 - December 2023
*Company Overview: Masterclasses led by Harvard and other world-class faculty
*Professional development workshops are conducted with international students with over 150 countries
*Attended lectures by our co-founders of Aspire Program and engage in thinking to promote societal impact
*Masterclasses led by Harvard and other world-class faculty
Udayan Care Outreach program
Gurugram * March 2024 - August 2024
*Managed day to day expense vouchers of the children maintenance.
*Maintained quarterly progressive reports of the ‘Home” (a house constructed and maintained by Udayan Care for orphans) children
Timeline
Intern - Nuvama Wealth Management Ltd
02.2025 - Current
Internal Audit Trainee - Roop Industries
06.2023 - 08.2023
Summer Intern - JP Morgan Asset Management Chase
04.2023 - 06.2023
G D Goenka University - Bachelors of Technology, Computer Science
01.2021 - 01.2025
St P.B.N Public School - Senior Secondary School Examination, CBSE
01.2020 - 01.2021
Student's Exchange Programme - High School Diploma,
04.2001 -
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