Prathik Patkar

Investment Risk Analyst with 4+ years of experience specializing in portfolio risk analytics and governance reporting. Skilled in delivering accurate and consistent risk outputs, with a reputation for analytical precision, thorough documentation, and dependable execution in fast-paced risk management environments. Recognized for strong attention to detail and the ability to translate complex risk data into clear, actionable insights.

Senior Analyst- Officer, Investment Risk - Northern Trust

(2025-04)

• Produced, validated, and enhanced risk reports for equity and fixed income portfolios across EMEA and NA regions, ensuring accuracy of calculations, data feeds, and portfolio risk insights to support informed decision-making.
• Executed and interpreted stress testing scenarios using BlackRock Aladdin and internal frameworks, clearly communicating key vulnerabilities and risk drivers to Risk Managers.
• Created ad hoc risk reports and standardized templates for committee meetings, and automated recurring reporting processes using VBA to improve efficiency and accuracy.

Investment Risk Analyst - Northern Trust

(2022-12 - 2025-04)

• Monitored daily, weekly, and monthly investment risk metrics—including Tracking Error for equity accounts, Interest Rate Risk, Liquidity, and Credit metrics for money market funds, as well as HVAR for 18f-4 derivatives portfolios—across funds and SMAs, ensuring timely identification and escalation of exceptions.
• Contributed to the analysis of municipal portfolio risk metrics and provided hold/sell recommendations, supporting informed investment decisions.

Junior Financial Analyst - PrivateCircle

(2021-11 - 2022-12)

• Collected and analyzed companies' financial and shareholder information, interpreted data to inform investment decisions for HNIs, accelerators, venture capital, private equity, and corporates; screened and evaluated new investment deals daily, while supporting ongoing monitoring and analysis of portfolio companies.

Master of Business Administration - Justice KS Hegde Institute of Management, NMAMIT, Nitte (2019 - 2021)

Bachelor of Commerce - Dr. NSAM First Grade College Nitte, Karkala (2016 - 2019)