KRISH SHAH
Mumbai
Summary
I am a curious, driven, and disciplined person who values growth and self-improvement. I approach challenges with a calm, practical mindset and try to find thoughtful solutions rather than quick fixes. I believe in consistency, honesty, and taking responsibility for my actions. I enjoy working with others, learning from different perspectives, and leading by example. At the same time, I value empathy, balance, and personal integrity, and I strive to keep improving both personally and professionally.
Overview
3
3
years of professional experience
Work History
Equity Research Intern
Julius Baer
Mumbai
05.2025 - 07.2025
- Assisted in preparing client portfolio reviews, analyzing asset allocation, risk profiles, and performance benchmarks
- Conducted research on equities, mutual funds, and alternative investments to support relationship managers for HNI/UHNI clients
- Developed financial models and advanced Excel trackers to monitor client holdings and market movements
- Created and delivered presentations and reports for wealth planning solutions
- Initiated a new reporting template for consolidated client performance, adopted by the team for HNI client updates
- Attended a five-day AIF learning program with leading industry experts, gaining exposure to private equity, hedge funds, and structured products.
Research Intern
Aquair International Freight Services
Mumbai
06.2023 - 08.2023
- Coordinated with the manager of the Kellogg's branch and secured involvement in client meetings
- Learned and applied cargo weight formulas and pricing of imports
- Gained in-depth understanding of freight forwarding operations (FCL, LCL, FOB procedures)
- Assisted the accounts department with reconciliations
- Conducted research on customer prospects and attended high-level meetings
- Organized and led a mini audit of company's cargo tracking process, recommending improvements used by the operations team
Remote Internship, RP Singh Logistics
RP Singh
Nagpur
08.2025 - 10.2025
- Conducted research on freight routes, pricing, and logistics cost structures to support operational decisions
- Assisted in shipment tracking and prepared basic reports on delivery timelines and efficiency
- Supported documentation and coordination with transport partners and internal teams in a remote setup
- Gained hands-on exposure to logistics operations and supply chain processes
Student Ambassador, College Intern
Flame University
Pune
07.2024 - 08.2025
- Represented the university to prospective students, parents, and partner schools through campus tours, webinars, and information sessions.
- Served as a liaison between admissions teams and visitors, addressing queries and enhancing the applicant experience.
- Led orientation and upskilling sessions for incoming and current students, driving engagement and smooth onboarding.
- Designed a standardized campus tour and presentation deck adopted for ambassador-led tours.
Remote Internship, Forage Investment Banking
JP Morgan Chase
12.2025 - 01.2026
- Gained insights into suitable M&A targets by considering different financial and structural aspects of companies.
- While conducting evaluations of M&A targets, I learnt the importance of DCF models and why they are utilised extensively
- Gained in-depth experience into how a target company's data and financials would be summarised and presented to clients.
Education
BBA - Major in Finance, Minor in Economics
Flame University
Pune05-2026
Grade 12 HSC -
H.R. College of Commerce And Economics
Mumbai03.2023
Grade 10 ICSE -
Campion School
Mumbai03.2021
Skills
- Leadership
- Communication
- Decision Making
- Critical Thinking
- Power BI
- Excel
- PowerPoint
- Client presentations
- Risk assessment
- Market research
Certifications And Research
- Bloomberg Market Concepts
- Finance Team (FLAME Entrepreneurial lab)
- SEBI Investor Certification (NISM)
- Campus Insider Panelist (IMS YOUTUBE)
- Advanced Excel (Compufield)
- Advanced Power BI (Compufield)
- Financial Markets (Yale/Coursera)
- Financial Markets & Investment Banking Program (Finlatics)
- Digital Marketing (Internshala)
Languages
English (Fluent), Hindi (Fluent), Gujarati (Fluent), Marathi (Intermediate)
Community Service
- Volunteered at Annadhan, SPJ Sadhana School, Angel Xpress
- Raised funds for Habitat for Humanity
- Participated in Chowpatty Beach Cleanup
- Welfare of Stray Dogs Program
Campus Address
Flame University, Lavale, Pune, Maharashtra
Areas Of Interest
Entrepreneurship, Economics, Finance, Investing, Startups, Sports, Music, Exercise
Timeline
Remote Internship, Forage Investment Banking
JP Morgan Chase
12.2025 - 01.2026
Remote Internship, RP Singh Logistics
RP Singh
08.2025 - 10.2025
Equity Research Intern
Julius Baer
05.2025 - 07.2025
Student Ambassador, College Intern
Flame University
07.2024 - 08.2025
Research Intern
Aquair International Freight Services
06.2023 - 08.2023
BBA - Major in Finance, Minor in Economics
Flame University
Grade 12 HSC -
H.R. College of Commerce And Economics
Grade 10 ICSE -
Campion School