Kishal Patel
About Kishal Patel
Kishal Patel is a Bond/Portfolio Accounting Analyst at Performance Trust Capital Partners, where he develops user acceptance testing criteria and provides monthly reporting for a diverse portfolio of financial institution clients. He has a background in finance from the University of Illinois Chicago and has previously worked as a Loan Analyst at JPMorgan Chase & Co. and as a Junior Accountant at Lendlease.
Work at Performance Trust Capital Partners
Kishal Patel has been employed at Performance Trust Capital Partners as a Bond/Portfolio Accounting Analyst since 2021. In this role, he is responsible for providing monthly reporting for a diverse portfolio of approximately 250 financial institution clients. This portfolio includes various financial instruments such as municipal bonds, corporate bonds, U.S. treasury, and mortgage-backed securities. Patel conducts quality control checks on client reports and collaborates closely with management to resolve any issues, ensuring the accuracy and reliability of the reports provided.
Current Role at JPMorgan Chase & Co.
Since 2020, Kishal Patel has worked at JPMorgan Chase & Co. as a Loan Analyst. In this position, he engages with sales staff to address and resolve questions or issues related to reporting and data. His efforts are focused on ensuring client satisfaction and maintaining accuracy in reporting. This role allows him to leverage his analytical skills while contributing to the overall efficiency of the loan processing operations.
Previous Experience at Lendlease
Prior to his current roles, Kishal Patel worked at Lendlease as a Junior Accountant from 2019 to 2020 for a duration of seven months. During his time at Lendlease, he gained foundational experience in accounting practices and financial reporting, which has contributed to his skill set in his subsequent positions in finance and accounting.
Education and Expertise
Kishal Patel studied Finance at the University of Illinois Chicago. His education provided him with a strong foundation in financial principles and practices, which he applies in his current roles. Patel's expertise includes developing criteria for user acceptance testing of new features, ensuring that they meet client needs and enhance platform functionality. This technical knowledge complements his analytical capabilities in the finance sector.