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.
United States
San Diego
Financial Services
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

Financial Analyst
Minerva

Financial Analyst : Currency Valuation (Capstone)
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.

Financial Analyst
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.

Founder
Mintingbread.com
• 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.

Finance and Marketing Coordinator
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.

Analyst (Intern)
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.
Jay Shah's Contact Information
Phone
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