Open to opportunities

Kaxil Mayank Patel

@kaxilmayankpatel

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Aspiring finance and strategy professional skilled in equity research, valuation, and Excel-based financial modeling.

India

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What I'm looking for

I seek an entry-level finance role where I can apply equity research, valuation, and Excel modeling skills, gain mentorship, and contribute to data-driven investment decisions.

I am an aspiring finance and strategy professional pursuing a BBA in Strategy & Business Analytics at Christ University, Bengaluru, with hands-on internship and simulation experience in equity research, financial analysis, and trading. I have built DCF and comparable models, produced mock stock reports with buy/sell recommendations, and used Excel and Bloomberg to analyze market trends and inform client-focused investment strategies.

I bring strong analytical rigor, problem-solving, and communication skills demonstrated through leadership roles and competition wins, and I am passionate about applying data-driven insights to optimize trade execution, portfolio construction, and strategic decision-making in dynamic finance environments.

Experience

Work history, roles, and key accomplishments

Sales and Trading Analyst

Bank of America

Jul 2025 - Jul 2025 (0 months)

Completed a sales and trading job simulation analyzing market trends and delivering client-centric solutions; proposed trade execution optimizations and developed tailored investment strategies for portfolio diversification and moderate growth.

Market Analysis Excel Trade Execution Data Analysis Automation)Proposals

Finance Intern

Self-employed

Jan 2025 - Mar 2025 (2 months)

Researched Indian equity markets and produced mock stock reports; built DCF, comparable and ratio-based Excel models and presented buy/sell investment theses for three NSE-listed companies.

Equity Research DCF Modeling MS Excel Valuation Investment Thesis Report Writing

Education

Degrees, certifications, and relevant coursework

Christ University, Bannerghatta Road Campus

Bachelor of Business Administration, Strategy & Business Analytics

Activities and societies: Student leadership and extracurricular involvement (student president in high school, sports and debate achievements).

Pursuing a BBA in Strategy & Business Analytics with coursework focused on finance, analytics, and strategic management; expected graduation in April 2029.