About

Harry Patel

Senior · Accounting & Finance · Ted Rogers School of Management

Harry Patel is a senior-year Accounting and Finance student at Toronto Metropolitan University's Ted Rogers School of Management, majoring in Finance with a minor in Real Estate. His academic and independent research work focuses on capital markets, equity research, valuation, investment analysis, private markets, and real estate.

This portfolio brings together selected equity research reports, investment pitch decks, valuation work, and thematic market research prepared for recruitment evaluation. The materials demonstrate a disciplined approach to due diligence, business analysis, financial modelling, risk assessment, and clear investment communication.

Education

Toronto Metropolitan University

Senior

Ted Rogers School of Management

Bachelor of Commerce — Accounting & Finance. Major in Finance, minor in Real Estate.

Focus Areas
Equity research
Valuation & financial modelling
Investment pitch development
Capital markets analysis
Private markets & alternatives
Real estate (academic minor)
Approach

I approach each pitch and report as if it will be reviewed by a capital markets professional with limited time: the thesis must be clear, the drivers must be defensible, the valuation must support the view, and the risks must be easy to identify. Structure, evidence, and communication quality are central to how the work is presented.

All materials in this portfolio are based on public information and are provided for recruitment evaluation only. They are not investment advice.