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Portia Patel Cfa

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Portia Patel Cfa

Managing Director, Equity Research, Diversified Financials | Canaccord Genuity Australia

United Kingdom

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Portia Patel Cfa

Work Experience

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Managing Director, Equity Research, Diversified Financials at

Canaccord Genuity Australia

June 2024 - Present

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Director, Equity Research, Diversified Financials at

Canaccord Genuity Global Capital Markets

August 2018 - June 2024

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Equity Research Analyst, Diversified Financials at

Panmure Liberum

October 2016 - August 2018

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Analyst, European Diversified Financials, Global Equity Research at

RBC Capital Markets

January 2016 - July 2016

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Associate Analyst, European Diversified Financials, Global Equity Research at

RBC Capital Markets

September 2014 - January 2016

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Associate, Diversified Financials, Global Equity Research at

RBC Capital Markets

January 2012 - September 2014

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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

mail

******@cgf.com

******@canaccordgenuity.com

Colleagues

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Sachin Mahajan

Managing Director

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Sapna Murthy

Managing Director, Institutional Equity Sales

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Thierry Nguyen

Board Member

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Albert Kouzminski Cfa

Vice President, M&A (Tech services, B2B SaaS, Marketing services and more)

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Alec Legg Cfa

Vice President, Equity Research

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Esther Lee

Vice President, Investment Banking

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Andy Viles

Executive Vice President, Chief Legal Officer

Robert Young

Managing Director; Head of Research - Canada

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Harry Wool Cfa

Managing Director: Head of Sales, Emerging Markets Fixed Income

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Robert Rush

Vice President, Finance at Canaccord Genuity LLC

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