Praneel Patel

Location

New Brunswick, NJ
Kendall Park, NJ
Education
    Rutgers University-New Brunswick
    August 2023 - May 2027
    expected degree
    Bachelor's
    major
    Finance
Work Experience
    Baird Augustine
    Summer Analyst Investment Banking
    Los Gatos, CA, US
    June 2024 - present
    company
    Baird Augustine
    title
    Summer Analyst Investment Banking
    overview
    - Collaborated with partners to create a target investor list and pitch materials for a $27mm apartment project raise - Authored report on top 50 Series A, B, and C SaaS companies, enabling principals to secure prospective clients - Constructed 15+ page report on wide-moat wellness companies, creating an 8-stock portfolio with a 3.6 Sharpe Ratio - Select Experience - $2mm capital raise for real estate data intelligence/PropTech company - Modeled DCF and trading comps - Supported principals in conducting due diligence of data rooms by reviewing financials, projections, and operational data - $500K capital raise for a full-service packaging services company based in Northwest with a $10mm Enterprise Value - Performed stress testing on DCF projections, ensuring error-free models and assumptions aligned with comps - Analyzed and spread comparable companies' data used as guidance for DCF Free Cash Flow projections
    Desi Intercultural Youth
    Treasurer Business Liaison
    New Brunswick, NJ, US
    September 2023 - present
    Windsor Path
    Search Fund Intern
    Philadelphia, PA, US
    April 2024 - June 2024
    Quantitative Finance Club
    Project Lead
    New Brunswick, NJ, US
    September 2023 - December 2023
    Bender Trust
    New Brunswick, NJ, US
    September 2023 - December 2023
    See 1 More
Skills
Accounting ControlAlgorithmsAppraisal of Market ValueBacktestingBasketballBusiness PartnershipsBusiness to Business CommerceCash ManagementComedyCoordination SkillsData IntelligenceDiscounted Cash FlowDue DiligenceFinancial AccountingFurniture Manufacture and AssemblyInformation TechnologyInvestment BankingJava (Programming Language)Knowledge of FinanceKnowledge of MathematicsKnowledge of Packaging and ProcessingLandscapingLeadershipLinear AlgebraMacroeconomicsManagement AccountingMathematical FinanceMATLABMicroeconomicsMicrosoft ExcelMicrosoft OfficeMicrosoft PowerPointMicrosoft WordNetworking SkillsOperational Data StoreProfitability AnalysisPython (Programming Language)Real EstateRecruitmentRisk AnalysisSales PromotionSecurities ResearchSensitive Compartmented InformationSoftware as a ServiceStock ValuationStrategic ThinkingStress TestingTrading