Professional Summary

Professional Overview

Ram Patel is an accomplished Associate Analyst with a diverse background in corporate finance, investment research, and event management. He combines technical proficiency, analytical rigor, and strong interpersonal skills to drive strategic decision-making and contribute meaningfully to his organizations.

Experience Summary

Current Roles

Associate Analyst at The William C. Dunkelberg Owl Fund (2024-12-01 to Present)

• Conducting in-depth industry and company research to support investment decisions

• Collaborating with the investment team to develop valuation models and financial projections

• Monitoring market trends and global economic conditions to identify emerging opportunities

• Preparing comprehensive investment reports and presenting recommendations to the fund's leadership

Corporate Tax & Accounting Intern at Novo Nordisk (2024-08-01 to Present)

• Assisting the corporate tax and accounting teams with tax planning, compliance, and financial reporting

• Gaining hands-on experience in corporate tax management and regulatory adherence

• Contributing to the optimization of financial processes and controls

Director of Events at Temple Finance Association (2024-05-01 to Present)

• Organizing and executing a series of high-profile events, including speaker sessions, networking mixers, and career workshops

• Collaborating with industry professionals to curate engaging and relevant content for the association's members

• Leveraging marketing and communication strategies to drive event attendance and foster community engagement

Director of Marketing at Temple Private Equity Association (2024-05-01 to Present)

• Developing and implementing comprehensive marketing campaigns to promote the association's activities and events

• Utilizing digital and social media platforms to enhance the association's brand visibility and reach

• Analyzing event data and audience feedback to optimize marketing strategies and drive continuous improvement

Past Roles

Lead Analyst | Information Technology Coverage at Temple University Fox Fund (2024-09-01 to 2024-12-01)

• Conducted extensive research and analysis on the information technology sector, with a focus on software, hardware, and cybersecurity

• Developed valuation models and prepared detailed investment recommendations for the fund's portfolio management team

• Collaborated with the research team to identify emerging trends and potential investment opportunities

Associate Analyst | Industrials Coverage at Temple University Fox Fund (2024-02-01 to 2024-05-01)

• Supported the research and analysis of the industrials sector, including manufacturing, transportation, and logistics

• Contributed to the development of financial models and investment theses for potential portfolio additions

• Assisted in the preparation of comprehensive investment reports and presentations

State Representative at The International Award for Young People (2020-06-01 to 2021-05-01)

• Represented the state of Pennsylvania in promoting and advocating for the award program

• Organized community outreach events and workshops to engage local youth and encourage participation

• Collaborated with the award's national leadership to enhance the program's visibility and impact

Academic Background

Ram Patel holds a Bachelor of Science (B.S.) in Finance from Temple University's Fox School of Business, where he graduated with distinction. During his time at Temple, he was actively involved in the university's finance and private equity associations, demonstrating his leadership skills and passion for the industry.

Areas of Expertise

• Financial analysis and modeling

• Investment research and due diligence

• Corporate tax and accounting

• Event planning and project management

• Digital marketing and social media strategy

Professional Impact

• Recognized for his exceptional analytical and problem-solving skills, enabling him to deliver insightful investment recommendations and drive positive outcomes for his organizations

• Demonstrated a strong commitment to professional development, continuously seeking opportunities to expand his industry knowledge and technical competencies

• Proven ability to collaborate effectively with cross-functional teams, fostering a culture of innovation and continuous improvement

Conclusion

With his diverse experience, technical expertise, and unwavering dedication to excellence, Ram Patel is poised to make a lasting impact in the finance and investment industry. As he continues to progress in his career, he remains focused on leveraging his skills to identify strategic opportunities, drive informed decision-making, and contribute to the success of his employers and clients.