Title: Senior Financial Planning and Analysis Analyst
Company: Relativity
Location: Chicago, Illinois, United States
Parth M. Panchal, Senior Financial Planning and Analysis Analyst at Relativity, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in finance.
Mr. Panchal is a distinguished financial executive who joined Relativity, a software service company that operates within the legal data industry in Chicago, as a senior financial planning and analysis analyst in 2022. As an expert in capital markets and financial forecasting, he has excelled in his role, managing operating expenditures, collaborating with the chief sales officer and chief marketing officer to develop and oversee the corporate budget, and supporting the funding of their go-to-market initiatives. Among other initiatives, Mr. Panchal is involved in investment modeling and serving as an in-house financial consultant for Relativity, focusing on the strategic aspects of the company.
Having begun his career in finance over five years ago, Mr. Panchal initially completed several internships while still working toward his undergraduate degree. He garnered experience in sales and trading at B. Riley Securities in Chicago in 2016, data analysis at Zaks Investment Research in Chicago in 2017 and private wealth management at Strategic Wealth Partners in Deerfield, Illinois, in 2017. Mr. Panchal was acquired for his first position in 2017 as an equity research analyst at Rambler Investment Fund in Chicago. He then became a financial analyst at Goldman Sachs Ayco in Deerfield from 2018 to 2019. Additionally, Mr. Panchal garnered success as a private banker at JPMorgan Chase in Chicago between 2019 and 2021, before serving as an investment advisor and vice president until 2022.
Mr. Panchal studied at Loyola University Chicago, graduating with a Bachelor of Business Administration in finance and information systems in 2018. Besides his extensive education, Mr. Panchal was active with professional organizations, including the Rambler Investment Fund, a student-led organization at Loyola University Chicago, as an investment committee member. Mr. Panchal secured Series 66 and Series 7 licenses, making him highly qualified.
While still a freshman in college, Mr. Panchal changed his major to finance after realizing he wanted to follow his passion for stock-bond investments. It was the right decision for him, as he thoroughly enjoys the field and all its rewards. He has enjoyed witnessing how finance has become intertwined with technology, particularly at his company, Relativity.
Outside his work-related ventures, Mr. Panchal has become civically active, affiliated with RelMind, a Community Resource Group at Relativity, as an executive board member. He has also volunteered at a local animal shelter.
Highlighting his success, Mr. Panchal was a Chicago finalist in the CFA Institute Equity Research Challenge, Rambler Investment Fund, in Chicago from 2016 to 2017. Attributing much of his professional success to the support of his parents, he is grateful for their financial assistance and ability to create an environment where he could explore his options. He is also thankful to his partner for her love and support while chasing his dreams. Moreover, Mr. Panchal notes several mentors, including those from JPMorgan and Relativity, for their influence and expertise.
As he prepares for the future, Mr. Panchal is eager to pivot into a more leadership position at Relativity, where he would have the opportunity to train and mentor others and develop a high-performance team. Ultimately, he aims to serve as a chief financial officer and oversee an entire organization.
For more information, please visit:
Contact Mr. Panchal:
