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Portia Patel Cfa
Portia Patel Cfa
Managing Director, Equity Research, Diversified Financials | Canaccord Genuity Australia
United Kingdom
Portia Patel Cfa
Summary
Portia Patel is a highly accomplished Managing Director specializing in Equity Research for Diversified Financials, with a decade of experience in the financial services industry. She has been recognized as the #1 ranked equity research analyst covering UK small and mid-cap financials, showcasing her deep expertise and analytical skills. Portia holds an MSc in Economics with Distinction from UCL and a MA in Philosophy, Politics, and Economics from Oxford University, reflecting her strong academic background. As a CFA Charterholder, she demonstrates a commitment to professional excellence in finance. Portia is also a co-founder of ESGmark, indicating her interest in sustainable finance practices. Her career highlights include multiple top rankings from reputable surveys, affirming her status as a leading analyst in her field. She is fluent in English and has a passion for emerging market analysis and corporate finance. Portia's work spans various roles in prestigious firms, showcasing her ability to adapt and thrive in dynamic environments.
Portia Patel Cfa
Work Experience
Managing Director, Equity Research, Diversified Financials at
Canaccord Genuity Australia
June 2024 - Present
Director, Equity Research, Diversified Financials at
Canaccord Genuity Global Capital Markets
August 2018 - June 2024
Equity Research Analyst, Diversified Financials at
Panmure Liberum
October 2016 - August 2018
Analyst, European Diversified Financials, Global Equity Research at
RBC Capital Markets
January 2016 - July 2016
Associate Analyst, European Diversified Financials, Global Equity Research at
RBC Capital Markets
September 2014 - January 2016
Associate, Diversified Financials, Global Equity Research at
RBC Capital Markets
January 2012 - September 2014
Portia Patel Cfa
Education
University College London, Master Of Science (Msc)
January 2010 - January 2011
University of Oxford, Master Of Arts (Ma)
January 2007 - January 2010
Frequently Asked Questions about Portia Patel Cfa
What is Portia Patel Cfa email address?
Portia Patel Cfa's primary email address is ******@cgf.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Portia Patel Cfa work for?
Portia Patel Cfa is a Managing Director, Equity Research, Diversified Financials at Canaccord Genuity Australia, a company specializing in Monetary Authorities-Central Bank.
Where Portia Patel Cfa graduated from?
Portia Patel Cfa holds a degree in Economics from University College London.
How can I directly contact Portia Patel Cfa?
To contact Portia Patel Cfa directly, you can use the email address ******@cgf.com. Complete contact information is available upon registration with Muraena.
Who is Portia Patel Cfa?
Portia Patel is a highly accomplished Managing Director specializing in Equity Research for Diversified Financials, with a decade of experience in the financial services industry. She has been recognized as the #1 ranked equity research analyst covering UK small and mid-cap financials, showcasing her deep expertise and analytical skills. Portia holds an MSc in Economics with Distinction from UCL and a MA in Philosophy, Politics, and Economics from Oxford University, reflecting her strong academic background. As a CFA Charterholder, she demonstrates a commitment to professional excellence in finance. Portia is also a co-founder of ESGmark, indicating her interest in sustainable finance practices. Her career highlights include multiple top rankings from reputable surveys, affirming her status as a leading analyst in her field. She is fluent in English and has a passion for emerging market analysis and corporate finance. Portia's work spans various roles in prestigious firms, showcasing her ability to adapt and thrive in dynamic environments.
Portia`s contact details
******@cgf.com
******@canaccordgenuity.com
Colleagues
Managing Director
Managing Director, Institutional Equity Sales
Board Member
Vice President, M&A (Tech services, B2B SaaS, Marketing services and more)
Vice President, Equity Research
Vice President, Investment Banking
Executive Vice President, Chief Legal Officer
Managing Director; Head of Research - Canada
Managing Director: Head of Sales, Emerging Markets Fixed Income
Vice President, Finance at Canaccord Genuity LLC