Patrick Sarfo

Experience delivering customer service and administrative excellence, including clerical support and public interaction. Excels in calendar management, scheduling, data entry, and database administration.

AIG Underwriting Job Simulation on Forage - September 2023

• Completed a job simulation involving underwriting policies for AIG's healthcare team.
• Utilized both quantitative and qualitative methods for risk assessment in a healthcare context.
• Created policy summaries and presentations to effectively convey product strengths to clients.

KPMG AU Data Analytics Job Simulation on Forage - September 2023

• Completed a simulation focused on advising a client on customer targeting with the Data, Analytics, and modeling team.
• Assessed data quality and completeness in preparation for analysis.
• Analyzed data to target high-value customers based on demographics and attributes.
• Developed dashboards to communicate findings with visuals.

KPMG AU Tax Job Simulation on Forage - September 2023

• Completed a job simulation focused on advising a client on reducing the risk of tax pitfalls.
• Made recommendations on how a client can ensure that its shareholders have tax information that they can rely on, to help them consider whether to take part in a buy-back.
• Identified key risk issues for the client and how they can be mitigated.
• Compare the tax and financial consequences of either participating in the buy-back or selling shares.

Koch Industries Accounting Job Simulation on Forage - September 2023

• Completed a simulation focused on the role and responsibilities of an accounting associate at Koch Industries.
• Developed an internal memo to organize needs to assist the VP of Consumer products with a financial inquiry.
• Analyzed financial data sets and articulated findings to senior leadership.

JPMorgan Chase Global Private Bank virtual experience program on Forage - September 2023

• Practiced effective communication while building trust with a COI.
• Nurtured an existing contact to facilitate the growth of new clients.
• Conducted a client review presentation for a high-net-worth client.

JPMorgan Chase Asset Management virtual experience program on Forage - September 2023

• Gathered clients' key investment objectives, risk appetite, investment restrictions, and other relevant information to enable recommending a suitable investment solution.
• Constructed suitable investment portfolios for two individuals based on their unique risk profiles.
• Carried out quantitative fundamental analysis for two stocks and made a recommendation to clients based on their investment objectives.
• Calculated Key Performance Indicators (KPIs) for a client's investment portfolios.

Clifford Chance Sustainable Finance Global Virtual Internship on Forage - September 2023

• Completed a job simulation involving advising clients on how to future-proof their businesses and identify risks and opportunities.
• Carried out research to summarise high-level advice for clients.
• How to amend a term sheet with client comments.

JPMorgan Chase Commercial Banking Virtual Experience Program on Forage - September 2023

• Completed a transaction overview to understand how the debt of a company will change post-transaction.
• Prepared company and industry overviews.
• Completed analyses in Excel to determine a covenant structure.
• Prepared a 10-year financial model forecast.

• Natural Gas[The State University of New York-Coursera.
• Oil & Gas Industry Operations and Markets[Duke UNIVERSITY]-Coursera.
• Investment Banking:Financial Analysis and Valuation(with Honors)[ILLINOIS]-Coursera.
• Investment Banking:M&A and Initial Public Offerings(with Honors)[ILLINOIS]-Coursera.
• Applying Data Analytics in Finance[ILLINOIS]-Coursera.
• Financial Markets(with Honor)[Yale]-Coursera.
• Corporate Strategy[University of London]-Coursera.
• Modeling Risk and Realities[Wharton UNIVERSITY OF PENNSYLVANIA]-Coursera.
• Fundamentals of Finance[Penn UNIVERSITY OF PENNSYLVANIA]-Coursera.
• Private Equity and Venture Capital[Università Commerciali Luigi Bocconi]-Coursera.
• Fundamentals of Quantitative Modeling[Wharton UNIVERSITY OF PENNSYLVANIA]-Coursera.
• Behavioral Finance[Duke University]-Coursera.
• Global Financial Markets and Instruments[RICE UNIVERSITY]-Coursera.
• Introduction to Risk Management[NEW YORK INSTITUTE OF FINANCE-Coursera.
• Introduction to Python in Finance-DateCamp.
• DIGITAL Ad Expert-Aleph
• Statistics Fundamentals-Corporate Finance Institute.
• Math Fundamentals for Capital Markets-Corporate Finance Institute.
• Economics for Capital Markets-Corporate Finance Institute.
• Excel Fundamentals – Formulas for Finance[Corporate Finance Institute]
• Introduction to Capital Markets-Corporate Finance Institute.
• Fundamentals of Data Analysis in Excel-Corporate Finance Institute.
• Introduction to Agribusiness-Corporate Finance Institute.
• Introduction to Banking-Corporate Finance Institute.
• Introduction to Business Valuation-Corporate Finance Institute.
• Careers in Commercial Banking-Corporate Finance Institute.
• Enterprise Deployment & Governance: Power BI Edition-Corporate Finance Institute.
• Accounting Fundamentals-Corporate Finance Institute.
• Introduction to Business Intelligence-Corporate Finance Institute.
• Reading Financial Statements-Corporate Finance Institute.
• Capital IQ Fundamentals-Corporate Finance Institute.
• Analyzing Growth Drivers & Business Risks-Corporate Finance Institute.
• The Role of the FP&A Professional-Corporate Finance Institute.
• Applied Math Practice for Financial Advisors-Corporate Finance Institute.
• Corporate Finance Fundamentals-Corporate Finance Institute.
• Foreign Exchange Fundamentals-Corporate Finance Institute.
• Project Management Essentials Certified-Management and Strategy Institute.
• COMMERCIAL AWARENESS -BRIGHT ACADEMY(11TH AUGUST 2022)
• LEADERSHIP SKILLS-BRIGHT ACADEMY(9TH AUGUST 2022)
• HOW TO GET INTO TECHNOLOGY-BRIGHT ACADEMY(8TH AUGUST 2022)
• HOW TO GET INTO BANKING-BRIGHT ACADEMY(8TH AUGUST 2022)

Mr.OSEI OWUSU-MAIN STUDENT CHAPLAIN
CONTACT:+233540699737
Mrs.FAUSTINA ASAMOAH NTI
CONTACT:+233542698667