Summary
Overview
Work History
Education
Skills
Projects
Certification
Accomplishments
Timeline
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Parth Shah

Parth Shah

Financial Analyst
Pune

Summary

Hello, my name is Parth Shah, and I currently work at Northern Trust as a Financial Analyst in the Finance Operations department. I have extensive understanding in both the operational and non-operational areas of finance. Currently, I work in Northern Trust's Trade confirmation and settlement team handling multiple clients in the APAC region as part of the middle office outsourced operation.

My prior experience is in Core Finance, where primary research is an essential task in meeting client requirements. Worked for the Emerging Portfolio Fund Research (EPFR) team, which focused on money market data forecasting, validation, and proofing. In addition, I conducted primary research on mutual funds in European and Asian markets utilizing English and non-English languages, containing key information and high holdings of mutual funds that align with client requirements.

I am looking forward to working in Finance Research where I can utilize my analytical skills, attention to detail, and passion for uncovering market trends to generate valuable insights for decision-making. Additionally, I aim to contribute to the development of innovative strategies and methodologies that drive financial performance and mitigate risks in dynamic market environments. I trade into Equity and Derivative market too.

Overview

1
1
year of professional experience
5
5
years of post-secondary education
2
2
Certifications
3
3
Languages

Work History

Financial Analyst

Northern Trust
05.2023 - Current
  • Research into Operations of Financial instruments like Equities, Bonds, CDs, and more in APAC region.
  • High level of trade flow in Trade confirmation and settlements for APAC region.
  • Collaborate and Coordinate with brokers and Custodians of Emerging markets.
  • SLAs with respect to market origin and client onboarding terms.
  • Handle Client Reporting and requirements as per business needs.
  • Contribute to achievement of team objectives with 100% accuracy
  • Maintain Integrity and due diligence.

Analyst

SG Analytics
4 2022 - 8 2022
  • Research various 500+ mutual funds across Europe and Asia to understand the difference in the structure, information sources etc
  • Aggregate fund level and constituent data from the fund-factsheet, prospectus, respective websites, stock exchanges and industry association
  • Maintain 100% data accuracy and management of data provenance
  • Meet or exceed the individual target
  • Utilize Time management properly
  • Should be capable to work independently
  • Contribute to the achievement of team objective with 100% accuracy
  • Ensure 100% data confidentiality and Integrity.

Consultant

SG Analytics
12.2021 - 3 2022
  • Gathered primary data for over 1000+mutual fund from both European and Asian markets utilizing factsheet and reports, encompassing both English and Non-English fund
  • Developed and utilized templates for efficient collection of key fund details and high holdings, ensuring comprehensive information accuracy.
  • Leveraged secondary source such as Refinitiv and Bloomberg for validating, culminating in the accurate delivery of compiled data to client..

Education

MBA - Banking And Financial Services

MIT-WPU
Pune, India
06.2019 - 05.2021

BBA - Finance

Sinhgad College of Commerce
Pune, India
06.2016 - 04.2019

Skills

Analytical Thinking

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Projects

  • IPO's 2019 (MBA - SIP), A study on IPO Activities and its Pricing for the year 2019 ,(03/2021)
  • Financial Modelling and Restructuring (MBA- Final), A study on Financial modelling and Restructuring post Covid19, (03/2021)
  • Working Capital Management (BBA), Final year Project on Working Capital Management of All India Assurance, (08/2019)

Certification

Advanced Excel Course - Udemy, 02/2023 - Present

Accomplishments

  • Member of Banking and Finance Forum. (08/2019)
  • Participated at Pune University at the all-round level and came 1st representing MIT. (10/2019)

Timeline

Financial Analyst

Northern Trust
05.2023 - Current
Advanced Excel Course - Udemy, 02/2023 - Present
02-2023
Equity Research and Financial modeling & Valuation, 02/2023 - Present
02-2023

Consultant

SG Analytics
12.2021 - 3 2022

MBA - Banking And Financial Services

MIT-WPU
06.2019 - 05.2021

BBA - Finance

Sinhgad College of Commerce
06.2016 - 04.2019

Analyst

SG Analytics
4 2022 - 8 2022
Parth ShahFinancial Analyst