Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
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Vidit Shah

Vidit Shah

Mumbai

Summary

To further my knowledge and experience in the field of Business and Finance.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Investor Relations Associate

Valorem Advisors
Mumbai
06.2023 - 08.2024
  • Conducted comprehensive fundamental and in-depth analysis of client companies, such as Supreme Petrochem Ltd, Bharat Wire Ropes Ltd and Sintercom India Ltd
  • Engaged proactively with buy-side fund managers, sell-side research analysts, PMSs, AIFs, and Brokerage Houses to deliver detailed presentations on client companies and provide updates on the latest developments
  • Participated in management meetings of client companies to gain insights directly from the management, offering feedback from the investor community to assist in strategic decision-making
  • Developed corporate presentations, earning presentations, conference call highlights, and various other collaterals from inception
  • Organized Plant Visits and facilitated management meetings for investors, while furnishing extensive data for the initial drafting of client's initiating coverage reports

Equity Dealer

IIFL Franchise
Mumbai
06.2021 - 05.2022
  • Handled client order execution.
  • Utilized various methodologies to assess market trends like Fundamental and Technical analysis.

Education

Level 1 Cleared -

CFA Institute
USA
11-2022

Bachelor in Financial Markets (BFM) -

Nagindas Khandwala College
Mumbai
01-2021

Grade 12th - 73% -

Mithibai College
Mumbai
01-2018

Grade 10th - 89% -

Dr. Sarvapalli Radhakrishnan Vidhyalaya
Mumbai
01-2016

Skills

  • Microsoft Excel
  • Microsoft PowerPoint
  • Microsoft Word
  • Technical Analysis
  • Languages - English, Hindi, Gujarati, Marathi

Certification

  • NISM - VIII and VA
  • Advance Excel and Tally
  • CFA Level 2 (Nov 2024 - Result awaits)

Affiliations

  • Cricket
  • Travelling

Timeline

Investor Relations Associate

Valorem Advisors
06.2023 - 08.2024

Equity Dealer

IIFL Franchise
06.2021 - 05.2022

Level 1 Cleared -

CFA Institute

Bachelor in Financial Markets (BFM) -

Nagindas Khandwala College

Grade 12th - 73% -

Mithibai College

Grade 10th - 89% -

Dr. Sarvapalli Radhakrishnan Vidhyalaya

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Vidit Shah