Jay Shah

Jay Shah

Senior Financial Analyst @ StepStone Group

About

Hello there! I'm Jay Shah, a results-driven individual and aspiring Analyst deeply passionate about leveraging insights to drive impactful decisions. With over 5 years of combined experience and education, I've honed my skills in business analytics, financial modeling, and data visualization. Navigating the landscape of data intelligence, I am proficient in programming languages like Python, R, and SQL and adept at communicating intricate findings. Furthermore, I'm well-versed in tools such as Excel and Tableau for comprehensive analytics. My project management and leadership skills have enabled me to lead cross-functional teams, ensuring successful project delivery within budget and timelines. As a self-starter and lifelong learner, I'm always seeking new challenges to elevate my expertise. Beyond the professional realm, you'll find me collecting ankles on the basketball court or adamant not to leave the dance floor. Additionally, my warm, gregarious, and light-hearted demeanour creates an environment where people feel open and comfortable, bringing out the best in them. I believe in building meaningful relationships and would love to connect with you to explore how we can collaborate and drive impact in the business realm together, making a dent in the universe. As a US Citizen, I'm open to both domestic and International opportunities.

Country

United States

City

San Diego

Industry

Financial Services

Skill

Attention to Detail, Portfolio Optimization, Visual Basic for Applications (VBA), Visualization, Business Development, Financial Services, Leadership, Consulting, Financial Performance, Variance Analysis, Mutual Funds, Financial Planning, Wealth Management Services, Computer Graphics, Multivariable Calculus, Computer-Aided Design (CAD), Operations Research, Entrepreneurship Development, Industrial Engineering, Quality Control

Experience

StepStone Group

Senior Financial Analyst

StepStone Group

LinkedIn
2025-3 - Present · 1 yr 7 mos

San Diego, California, United States

Minerva

Financial Analyst

Minerva

2023-11 - 2024-11 · 1 yr 1 mo
Zone Capital Partners, LLC

Senior Executive

Zone Capital Partners, LLC

LinkedIn
2024-5 - 2024-6 · 2 mos
Duke University - The Fuqua School of Business

Financial Analyst : Currency Valuation (Capstone)

Duke University - The Fuqua School of Business

LinkedIn
2023-3 - 2023-5 · 3 mos

Durham, North Carolina, United States

Client: Remitly •Developed financial models and built Tableau visualization, by leading a team to identify factors affecting arbitrage opportunities based on the interest rate parity model, while including geopolitical factors to enhance accuracy. •Improved client profitability and customer service by identifying the fair value of currencies to conduct in-depth analysis utilizing PCA and linear regressions.

Indus Capital Pune

Financial Analyst

Indus Capital Pune

LinkedIn
2022-11 - 2023-1 · 3 mos

Pune, Maharashtra, India

• Analyzed mutual fund performance monthly by modeling, comparing and categorizing based on small, mid and large-cap factors, using Excel. • Secured clients with $600K portfolios by providing investment planning assistance and engaging them to understand risk tolerance and return expectations. • Elevated clients' understanding of terminologies including alpha, beta, SD and Sharpe Ratio through education based on firm research.

Mintingbread.com

Founder

Mintingbread.com

2021-3 - 2021-12 · 10 mos

• Based on the core principle of increasing awareness & promoting financial literacy and investments, this website became a place for small business owners and entrepreneurs to meet the middle-class population who have a stable income and a small lump sum that is rotting in the bank due to the lack of knowledge of passive income. • To avoid returns less than the inflation rate, to avoid investing in bank schemes that are meant to make the salesman rich, and to avoid bad investments due to the lack of financial literacy, minting bread.com was created. • Entrepreneurs in need of funds to build their dreams are not always in search of an investor with expertise. Likewise, some investors do not want to invest their time and effort into a business but are only focused on the return on their investment. • Mintingbread became a perfect spot for such collaborations with features like fund pooling, investing tips and customer satisfaction metrics.

COEP MindSpark

Finance and Marketing Coordinator

COEP MindSpark

LinkedIn
2019-2 - 2019-9 · 8 mos

Pune, Maharashtra, India

•Proactively secured and managed the event title Sponsor, handling finances and leveraging strategic marketing initiatives to drive brand visibility and cultivate valuable partnerships. •Orchestrated all aspects related to esteemed chief guests, ensuring flawless experiences and enhancing event reputation through meticulous planning and execution.

Tata Motors

Analyst (Intern)

Tata Motors

LinkedIn
2019-5 - 2019-7 · 3 mos

Pune, Maharashtra, India

• Generated insights by analyzing development processes of braking systems in commercial and passenger vehicles to reduce the development time by simultaneous engineering and commonization of parts • Accomplished effective knowledge sharing on Electric Parking Brake (EPB) by researching its application and advantages, compiling, and presenting a report, enabling a smooth briefing for the department.

Education

Duke University - The Fuqua School of Business

Duke University - The Fuqua School of Business

LinkedIn

Business Analytics, Finance

2022-7 - 2023-5 · 11 mos
COEP Technological University

COEP Technological University

LinkedIn

Mechanical Engineering

2018 - 2022 · 4 yrs
Delhi Public School, Pune

Delhi Public School, Pune

LinkedIn
2006 - 2016 · 10 yrs

Jay Shah's Contact Information

Email

******@***.com

Phone

(**) *** ****

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