Atharva Patil

Executed equity and derivatives trades across client portfolios based on research insights. Managed MTM, exposure, margins, and risk metrics for efficient capital allocation. Conducted equity and mutual fund research for portfolio construction and asset selection. Communicated market insights, trade rationale, and portfolio updates to HNI and institutional clients. Integrated macroeconomic trends, volatility, and market data into strategy planning and performance analysis.

Supported campaigns through data analysis, reporting, and performance tracking Managed campaign data using Excel and Google Sheets Built dashboards using advanced Excel and analyzed engagement metrics Assisted in budget tracking and market research

Developed strong quantitative, analytical, and technical problem-solving skills through engineering studies. The program strengthened my understanding of mathematical modelling, logical reasoning, systems analysis, and technology-driven approaches. While my professional interests evolved toward finance, my engineering background provides a solid foundation for financial analysis, quantitative research, derivatives trading, risk management, and data-oriented decision-making.