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About
Yash Patil is a Junior Associate in the Capital Allocation team at Vaughan Nelson Investment Management, based in Houston, TX. In his current capacity, he is closely involved in supporting the firm’s value-oriented equity portfolios through fundamental company research, sector analysis, and contributions to allocation decisions across various equity strategies.
Patil's role encompasses exposure to multiple asset classes and geographic markets, with specific involvement in U.S. large cap, small cap value, global SMID cap, and emerging markets equity strategies. His analytical work supports Vaughan Nelson’s bottom-up investment approach and aims to capitalize on information and liquidity inefficiencies within these equity universes.
He holds an M.S. in Engineering Management and Leadership with a finance focus from Rice University and a B.Tech in Mechanical Engineering from Vellore Institute of Technology. Prior to joining Vaughan Nelson, Patil served as a Resident Associate at Rice University, building a foundation of analytical and leadership experience that contributes to his effectiveness in investment research and capital allocation.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Vaughan Nelson Investment Management | Equity Associate | Sep 2025 to Present | — |
| Vaughan Nelson Investment Management | Junior Equity Associate | Feb 2025 to Sep 2025 | Capital Allocation Team |
| Rice University | Resident Associate | Aug 2023 to Dec 2024 | • Conducted market research and maintained comparables for the Houston real estate market, focusing on Class A student housing developments. • Due Diligence in Property Development |
| Rice University | Resident Associate Intern | Apr 2023 to Jul 2023 | • Analyzed, reviewed, and audited invoices and billing details from Rice Housing vendors for accuracy and budget management and submitted approved bills to A/P for payment. |
| Rice Management Company | Investment Analyst Intern | Jan 2024 to Aug 2024 | • Performed due diligence on existing and prospective investment managers by assessing the team and its strategy, scrutinizing portfolio holdings and performance, and debating investment-related merit... |
| Computech Solution | Business Analyst | Jul 2020 to Jun 2022 | • Developed interactive dashboards in Power BI to visualize and interpret business intelligence data •Conducted in-depth market and business analyses |
| Larsen & Toubro | Finance Analyst Intern (Mechanical Static Department) | May 2019 to Jun 2019 | • Techno-economic studies for hydrocarbon plants, analyzing project viability through in-depth research for different pressure vessel. • Conducted comprehensive market analysis on raw materials and go... |
| Team Jaabaz - Baja SAE VIT | Manager (CVT Lead) | Jan 2017 to Jun 2019 | — |
Education
Rice University
Master of Science - MS, Engineering Management and Leadership, Finance
2023 — 2024
Vellore Institute of Technology
Bachelor of Technology - BTech, Mechanical Engineering
Others at Vaughan Nelson Investment Management, L.P. (18)
| Name | Role | Location |
|---|---|---|
| Deputy Chief Investment Officer, Portfolio Manager | Houston, TX , United States | |
| Associate | Houston, TX , United States | |
| Chief Executive Officer, Chief Investment Officer | Houston, TX , United States | |
D Deborah Sabo | Senior Trader | Corte Madera, CA , United States |
D Dennis Alff | Portfolio Manager | Sugar Land, TX , United States |
F Forbes Dumas | Equity Research Analyst | Houston, TX , United States |
| Portfolio Manager - Global SMID Cap | Houston, TX , United States | |
| Portfolio Manager | Houston, TX , United States | |
S Sundeep Khanna | Portfolio Manager | Houston, TX , United States |
| Equity Research Associate | Houston, TX , United States |
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