{"$schema":"https://raw.githubusercontent.com/jsonresume/resume-schema/v1.0.0/schema.json","basics":{"name":"Jigar Patel, CFA","label":"Senior Executive Officer, Head of Middle East and Head of Portfolio Strategy","image":"https://saywise-production-profilepicturestoragebucket-kbfooccc.s3.amazonaws.com/profile-pictures/cef46d2e-d60b-4e53-a3bd-926d03e4cc66/linkedin-1791274157107.jpg","summary":"Senior investment executive with 20+ years building alternatives businesses and managing multi-strategy portfolios for institutional allocators across the U.S. and Middle East.","location":{"city":"Abu Dhabi, United Arab Emirates"},"profiles":[{"network":"LinkedIn","username":"jigarcfa","url":"https://linkedin.com/in/jigarcfa"}]},"meta":{"canonical":"https://saywise.com/member2909","version":"v1.0.0","lastModified":"2026-10-06T08:11:32.610Z"},"x_saywise":{"handle":"member2909","pronouns":null,"availability":null,"oneLiner":"Senior investment executive with 20+ years building alternatives businesses and managing multi-strategy portfolios for institutional allocators across the U.S. and Middle East.","profileUrl":"https://saywise.com/member2909","markdownUrl":"https://saywise.com/member2909/profile.md","pdfUrl":"https://saywise.com/member2909/resume.pdf","archetype":{"code":"RS-DG","name":"Frontier Navigator","url":"https://saywise.com/sca/1d8f495eb324","rarity":"One of the first Frontier Navigators on Saywise"}},"work":[{"name":"INFINI CAPITAL MANAGEMENT","position":"Senior Executive Officer (SEO), Head of Middle East and Head of Portfolio Strategy","location":"Abu Dhabi Emirate, United Arab Emirates","url":"https://infinicapital.com","startDate":"2025-01-01","endDate":"2026-06-01","summary":"Key member of the investment team involved in portfolio construction, capital allocation, and risk budgeting across a multi-PM, multi-strategy platform spanning equity L/S, relative value, global macro and quantitative strategies. Led sourcing and underwriting of portfolio managers, managed aggregate exposures and risk frameworks, and led investment discussions with sovereign wealth funds and institutional investors on portfolio construction and manager selection."},{"name":"CIBC Private Wealth Management US","position":"Managing Director, Co-Founder & Co-Head of Hedge Fund Platform","location":"New York, NY","startDate":"2007-03-01","endDate":"2024-10-01","summary":"Co-founded and built the firm's hedge fund and liquid alternatives platform, scaling AUM from $300M to $1.4B while running multi-strategy portfolios across market cycles. Led manager sourcing, due diligence, portfolio sizing, and mandate negotiations with full accountability for performance and risk oversight. Designed multi-strategy portfolio construction for UHNW and institutional portfolios, formalized institutional risk frameworks covering liquidity and counterparty exposure, and built quantitative tooling in Python for portfolio analytics and stress testing."},{"name":"Asset Alliance Corporation","position":"Research Analyst, Fund of Funds Portfolio","location":"Greater New York City Area","url":"https://assetalliancegroup.co.uk","startDate":"2005-08-01","endDate":"2007-03-01","summary":"Worked closely with head of research on manager selection and portfolio construction for $500M fund of funds portfolio. Conducted research for diversified multi-strategy and CTA fund of funds portfolios, and analyzed daily trading positions for managers in the seeding business to assess balance sheet risk."},{"name":"Bank of America","position":"Analyst, Interest Rate Derivatives Group","location":"Greater New York City Area","url":"https://bankofamerica.com","startDate":"2003-07-01","endDate":"2004-08-01","summary":"Performed quantitative analysis of risk and P&L reports for interest rate derivative portfolios. Built yield curves for global US dollar denominated portfolios daily and conducted theoretical analysis on probability of market movements to determine impact on client and trader portfolios."},{"name":"WORLDCO, LLC","position":"Proprietary Trader, Listed Equity trading desk","location":"New York, NY","startDate":"2003-01-01","endDate":"2003-06-01","summary":"Traded listed NYSE securities for the firm's account on a daily basis. Created back-tested profitable trading strategies for equity executions using Tradestation and focused on sectors and fundamentals to design quantitative models for security valuation."},{"name":"THE BANK OF NEW YORK MELLON","position":"Institutional Trader, Quantitative Equity Program Trading Desk","location":"Greater New York City Area","url":"https://bnymellon.com","startDate":"2000-05-01","endDate":"2002-12-01","summary":"Executed program trading orders for Index rebalances and Global Portfolio Transitions averaging two million shares daily. Collaborated with options, block, currency, and fixed income desks to execute portfolio orders for hedging and buyback programs, and assisted quants in building trading algorithms and VWAP strategies in Flextrader."}],"education":[{"institution":"Massachusetts Institute of Technology","studyType":"Data Science and Big Data Analytics: Making Data Driven Decisions","startDate":"2019-01-01","endDate":"2019-01-01"},{"institution":"New York University","studyType":"Master of Science (MS) in Financial Engineering","startDate":"2005-09-01","endDate":"2007-06-01"},{"institution":"Rutgers University","studyType":"Bachelor in Finance","startDate":"1996-09-01","endDate":"2000-06-01"}],"skills":[{"name":"Investor Relations"},{"name":"Quantitative Research"},{"name":"Business Development"},{"name":"Executive-level Communication"},{"name":"Financial Risk Management"},{"name":"Equity Derivatives"},{"name":"Trading Systems"},{"name":"Portfolio Analysis"},{"name":"Investment Research"},{"name":"Alternative Investment Strategies"},{"name":"SQL"},{"name":"Analysis of Alternatives"},{"name":"Capital Markets"},{"name":"Wealth Management"},{"name":"Fund of Funds (FOF)"},{"name":"Investment Advisory Services"},{"name":"Equity Trading"},{"name":"Portfolio Optimization"},{"name":"Investment Strategies"},{"name":"Financial Modeling"},{"name":"Microsoft Office"},{"name":"Microsoft Excel"},{"name":"Due Diligence"},{"name":"Analytical Skills"},{"name":"Hedge Funds"},{"name":"Derivatives"},{"name":"Asset Managment"},{"name":"Equities"},{"name":"Investment Banking"},{"name":"Trading"},{"name":"Alternative Investments"},{"name":"Investments"},{"name":"Fixed Income"},{"name":"Portfolio Management"},{"name":"Commodity"},{"name":"Asset Management"},{"name":"Asset Allocation"},{"name":"Mutual Funds"},{"name":"Finance"},{"name":"Financial Services"},{"name":"Private Equity"},{"name":"Bloomberg"},{"name":"Investment Management"},{"name":"Data Analysis"},{"name":"Python (Programming Language)"},{"name":"Jupyter Notebook"},{"name":"Pandas"},{"name":"BQuant"},{"name":"LLM Platforms"},{"name":"APIs"}],"certificates":[{"name":"ARPM Bootcamp","issuer":"ARPM - Advanced Risk and Portfolio Management"},{"name":"Chartered Financial Analyst","issuer":"CFA Institute"}]}