Prathmesh Patil
Mumbai
Summary
Results-driven Financial Analyst with hands-on experience in corporate structure research, Bloomberg Terminal operations, and analysis of regulatory filings and financial statements. Strong analytical mindset with proven ability to ensure data accuracy and compliance in global financial database environments. Recognized for clear communication and growing professional confidence, including anchoring a company-wide awards event. Seeking to develop further in analysis- and valuation-focused finance roles.
Overview
6
6
years of professional experience
Work History
Financial Analyst – Bloomberg Project
Tata Consultancy Services (TCS)
Mumbai
06.2023 - Current
- Manage and update global parent–subsidiary corporate structures on the Bloomberg Terminal
- Verify subsidiary data using annual reports, SEC filings, regulatory disclosures, and corporate announcements
- Review current-year and prior-year filings to identify additions, removals, and structural changes
- Ensure accurate Parent ID mapping and consistency across internal systems
- Analyze subsidiaries with outstanding debt obligations and determine maturity and active status
- Cross-reference debt information with financial statements, debt schedules, and official filings
- Validate guarantor and obligee details for active debt instruments
- Track ongoing and completed M&A transactions and verify deal completion status
- Identify post-acquisition corporate structure changes and document findings for reporting and audit purposes
Customer Service Executive – Investments
Wealthness Services Ltd
Mumbai
06.2021 - 11.2022
- Developed strategic plans to enhance client engagement and satisfaction.
- Conducted market research to identify new opportunities for financial services.
- Provided investment advisory support for mutual funds, equities, and insurance products
- Assisted clients with portfolio management and asset allocation decisions
- Conducted mutual fund performance comparisons and basic risk–return analysis
- Prepared and shared investment reports to support client decision-making
- Built long-term client relationships and generated referral business
Sales Executive (Business Development)
HDB Financial Services Ltd
Mumbai
09.2019 - 10.2020
- Cultivated relationships with clients to understand their financial needs.
- Generated leads and onboarded new clients for financial products
- Delivered customized financial solutions to business clients
- Strengthened customer relationships to improve retention and satisfaction
Education
MBA - Finance Management
NMIMS Global Access – School For Management
Vile Parle , Mumbai10-2023
Bachelor of Commerce (B.Com) -
Guru Nanak College of Arts, Science & Commerce
Mumbai06-2019
HSC - Commerce
Shri Gauridutta Mittal Vidyalaya & Junior College
Mumbai05-2016
SSC -
Shri Gauridutta Mittal Vidyalaya & Junior College
Mumbai05-2014
Skills
- Presentation & Public Speaking
- Corporate Structure & M&A Research
- Financial Analysis
- Financial Modeling
- Ratio Analysis
- Financial Statements Analysis
Affiliations
Leadership & Communication
Anchored and hosted a company-wide Awards & Recognition event, demonstrating strong communication skills, confidence, and professional presence while engaging senior management and colleagues.
Anchored and hosted a company-wide Awards & Recognition event, demonstrating strong communication skills, confidence, and professional presence while engaging senior management and colleagues.
Timeline
Financial Analyst – Bloomberg Project
Tata Consultancy Services (TCS)
06.2023 - Current
Customer Service Executive – Investments
Wealthness Services Ltd
06.2021 - 11.2022
Sales Executive (Business Development)
HDB Financial Services Ltd
09.2019 - 10.2020
MBA - Finance Management
NMIMS Global Access – School For Management
Bachelor of Commerce (B.Com) -
Guru Nanak College of Arts, Science & Commerce
HSC - Commerce
Shri Gauridutta Mittal Vidyalaya & Junior College
SSC -
Shri Gauridutta Mittal Vidyalaya & Junior College