Long / Short Equity Research — New York City

Jared Patel

Fundamental equity research generalist: Building strong conviction and diversified insights one model, one management meeting, and one variant perception at a time — across TMT, Consumer, Industrials, and beyond.

Scroll the tape

Jared S Patel / Approach

Generalist by design

Fundamental Equity Research Generalist with core competencies in TMT, Consumer & Industrials — covering companies across TMT, Consumer, Residential Real Estate, Financials, and Shipping/Transportation.

L/S Experience in both Hedge Fund and Family office environments, with a focus on identifying and evaluating high-conviction opportunities across various market conditions. The process is the edge: company-specific valuation models, management meetings, industry conferences, sell-side dialogue, and a daily read of the macro tape — distilled into theses that can be underwritten.

4+Years buy-side
L/SHF & family office
CFALevel III candidate
  • TMT Core competency
  • Consumer Core competency
  • Industrials Core competency

JSP / Experience

The track record

Nov 2021 — Present

RPD Fund Management

Research Analyst (prev. Research Associate) Fundamental value long/short equity hedge fund — New York
  • Developed company-specific valuation models to support buy/sell decisions and provided fundamental, research-backed insights to guide portfolio strategy.
  • Conducted management meetings with portfolio companies, attended industry conferences, engaged sell-side analysts, and monitored daily macro and industry news for briefings, model updates, and theses.
  • Wrote advocacy letters to portfolio companies recommending capital allocation strategies.
  • Led construction of fund marketing materials, including presentations and fact sheets.
  • Managed and trained a Research Associate and six interns, overseeing their integration into the investment process.
Jun 2018 — Aug 2020

Papyrus Capital

Research Analyst Intern Fundamental long/short equity hedge fund (Tiger Grand Cub) — New York
  • Conducted fundamental research and built company-specific valuation models to guide buy/sell decisions across multiple sectors.
  • Analyzed company documents, conferences, and comparable peers to assess valuations and forecast performance.
May — Jun 2017

LiveLike VR

Market Research Intern Virtual reality technology — New York
  • Conducted market research on VR hardware/software, analyzing competitors through a competitive matrix and developing growth and positioning projections.
2017 — 2021

NYU Stern

B.S. Finance & B.A. Computer Science Dean's List · Study abroad: NYU Shanghai (Spring 2019)

Download résumé ↓

Jared S Patel / Research

Case studies & write-ups

All research notes →

Jared S Patel / Data Room

The Data Room

Full models, memos, and detailed work product live behind a password. If we've spoken and you'd like access, use the credentials I shared — or reach out below.

Enter Data Room →

Jared S Patel / Contact

Let's talk ideas

Open to conversations about analyst seats, coverage, and interesting setups. The fastest way to reach me:

jaredpatel0699@gmail.com
NEW YORK, NY — UTC-5