JAYESH PATEL, CFA  (US Citizen, Willing to relocate)  
  (805) 338 1673,

Research Analyst / Emerging Markets Analyst/ Portfolio Manager

Qualification Highlights

• 10 years of investment industry experience in India.

• CFA Charter with MBA and Computer Science- ideal combination for Quant/Research/Hedge shops.

• Strong comprehension of fundamental, technical and quantitative investment approaches. Experienced in investment management, research, broker-dealer, emerging markets with strong skills in computer programming, mathematics, accounting, financial statements, economics and statistics.

• After extensive study of prices, have developed a unique system (set of signals) for identifying stock price trend reversals just from price and volume data. Have published an eBook which is rated as one of the best stock trading books by most buyers. (For details: http://www.profitfromprices.com/)

• Information Technology skills- programming, reporting tools, financial systems and Internet applications.

Employment History

Sr. Applications Analyst, United Online, Inc., Woodland Hills, CA                                    2000 onwards

  • Working with finance and managing financial systems (Oracle Financials- General Ledger, Payables, Receivables, Fixed Assets, Purchasing, Cash Management, and Project Costing)
  • Databases, large volume data extraction, trend analysis and auditing of 3 million plus subscribers’ billing system.
  • Beside this job, studied for, and aquired CFA charter and wrote a book on stock market trading.

Sr. Programmer Analyst, Pacific Life Insurance, Newport Beach, CA                                1999-1999

  • Part of Investment Accounting Support team. Used Maximis, Job scheduling, SQL, reporting

Managing Director, InvestMentor Securities Ltd, Ahmedabad, India                                  1992-1998

  • Founded and grew it into a 5-branch stock-dealer company. Obtained seat (membership) on India’s biggest stock exchange- National Stock Exchange. Managed around 30 employees. Provided real time online trading platforms to clients and marketed brokerage and research services through 100+ agents (aka sub-brokers) in India.
  • Managed it profitably from the first year of its inception and paid dividends every year.
  • Interacted with SEBI (SEC equivalent body in India), stock exchange, clearing corporation, government agencies and high net-worth individuals and institutional clients.

Education/Licenses

CFA Charter, CFA Institute, USA

MBA, University of California, Riverside, CA, USA                                                 1992

B E, Computer Engineering, L D College of Engineering, Gujarat, India                               1988

Skills

•Investment: Accounting, Financial Statements Analysis, Financial Modeling, Economics, Statistics, Portfolio theory, Risk Management, investment analysis (fundamental, technical and quantitative), Emerging Market investing

•Technology: Oracle e-Business suite, Financial Systems, Oracle, SQL, PL/SQL, Java, C++, variety of reporting tools, Microsoft Office (Excel, Word, Power-point, Access), HTML, Web-hosting, Websites management.

•Strong analytical skills, passion for investing, aptitude for problem solving and striving for the best, excellent writing skills.

Publications

"Profit From Prices", eBook on Stock Market Trading. Explains a unique, simple but effective, method to find stocks for trading, http://www.profitfromprices.com/, January 2005

Affiliations

Member, CFA Institute, USA and CFA Society of Los Angeles, Los Angeles