Jay Shah
Summary
I have over six years of experience working in the financial services industry. I provide end-to-end wealth management solutions, including strategic asset allocation, portfolio monitoring, and investment planning and have lead process automation initiatives to improve operational efficiency. I am adept at mitigating client problems with a proven ability to deliver results in fast-paced environments. Aside my professional life, I enjoy playing and watching sports.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Assistant Vice President
Anand Rathi Shares and Stock Brokers Ltd.
Mumbai
05.2019 - Current
- Deliver comprehensive portfolio analysis for high-net-worth clients, design tailored investment strategies aligned with their financial goals and risk profiles.
- Leverage global and domestic economic data and financial insights to guide portfolio risk management and strategic asset allocation.
- Attend client meetings with relationship managers across India and UAE to present customized investment strategies.
- Formulate a selection methodology to create a model portfolio including financial products such as mutual funds, portfolio management services (PMS), alternative investment funds (AIF), and structured products.
- Prepare product notes on alternative investment funds (AIF) operating in GIFT city as well as UCITS.
- Implement automated solutions to optimize workflows, enhance operational efficiency and strengthen data tracking capabilities.
- Analyze data and develop interactive dashboards to drive focused efforts towards enhancing economic and business efficiency by identifying key performance trends and areas for improvement.
Education
MBA Tech - Finance And Technology
NMIMS
Mumbai04-2019
Skills
- Portfolio analysis
- Investment strategies
- Market research
- Team collaboration
- Project management
- Business strategy creation
- Financial reporting
- Data visualization
- Process automation
- Strategy Implementation
- Asset allocation
- Client relationship management
Certification
- Pursuing CFA
- CFI's Financial Planning and Wealth Management (FPWMP®)
- Investment Foundation Program from CFA Institute
Timeline
Assistant Vice President
Anand Rathi Shares and Stock Brokers Ltd.
05.2019 - Current
MBA Tech - Finance And Technology
NMIMS
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