HARSH PATIL
@harshpatil1
Investment research professional specializing in private markets, due diligence, and financial analysis.
IndiaWhat I'm looking for
I am an investment research professional with hands-on experience analysing private equity and venture capital-backed companies and their deal activity. I have developed a deep understanding of the deal lifecycle, investor strategies such as LBO and growth equity, and market dynamics in private capital markets.
At Morningstar I tracked global PE and VC investment activity, verified transaction details through primary and secondary sources, and collaborated with law firms and advisors to ensure accuracy. I regularly conducted client outreach and entered validated investment intelligence into the PitchBook platform.
I have a strong foundation in financial statement and ratio analysis, valuation techniques (DCF, DDM, relative multiples), forecasting concepts, and fixed income and derivatives risk concepts. I cleared CFA Level II and am a Level III candidate (Feb 2026), and hold a Bachelor of Management Studies with a high academic score.
I bring attention to detail, analytical thinking, clear client communication, and proven experience in due diligence and market research to deliver reliable investment insights for institutional users.
Experience
Work history, roles, and key accomplishments
Tracked and analysed global private equity and venture capital activity, validating transactions via primary sources and partner firms to deliver accurate investment intelligence for institutional clients.
Education
Degrees, certifications, and relevant coursework
Chartered Financial Analyst Institute
Chartered Financial Analyst, Finance
2024 -
Cleared CFA Level I in 2024 and cleared CFA Level II in 2025; candidate for Level III (Feb 2026 exam).
University of Mumbai
Bachelor of Management Studies, Finance
Grade: 9.6
Activities and societies: Member of college sponsorship team; mathematics topper; bronze medallist in district-level skating; guitarist for NGO performances.
Completed Bachelor of Management Studies with a Finance focus, graduating in 2023 with a high academic score.
Mumbai University
HSC, Secondary Education
Grade: 83%
Completed Higher Secondary Certificate (HSC) in 2020 with an academic score of 83%.
Mumbai University
SSC, Secondary Education
Grade: 85%
Completed Secondary School Certificate (SSC) in 2018 with an academic score of 85%.
National Institute of Securities Markets
NISM Research Analyst Certificate, Financial Regulation / Certification
Completed NISM Series V-A: Mutual Fund Distributors certification (Research Analyst listed on resume).
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Job categories
Skills
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