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Business Intelligence Analyst/Investment Research Analyst

Boston, MA
September 30, 2018

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Krish Shah

** ******* ******, ******, ** ***** 617-***-**** E-Mail: EDUCATION

Northeastern University, D'Amore-McKim School of Business Boston, MA Bachelor of Science Degree in Business Administration August 2018 Concentrations: Finance, Management Information Systems and Entrepreneurship G.P.A. 3.3 Relevant Coursework: Investments, Corporate Finance, Derivative Analysis and Advanced Investment Strategies, Predictive Analytics and Business Forecasting, Business Systems Integrated, Data Management in the Enterprise Awards and Activities: Finance & Investment Club, Big Data in Business Club, Entrepreneurs Club, Real Estate Investment Club Study Abroad Programs: Universitat Autónoma de Barcelona (UAB) – Barcelona, Spain (Summer 2017), City University of Hong Kong – Hong Kong (Spring 2017), CEFAM University - Lyon, France (Summer 2015) International Community School of Thailand May 2014 High School Diploma G.P.A. 3.6

Awards and Activities: Honor Roll (2010-2014), Varsity Basketball (2013), Varsity Softball (2013), Junior Varsity Volleyball (2012- 2013), Most Valuable Player – Varsity Softball (2013), Most Improved Player – Varsity Badminton (2013) EXPERIENCE

State Street Global Advisors – Business Intelligence Boston, MA Business Intelligence Analyst January 2018-June 2018

Created multiple Tableau dashboards for senior management to effectively visualize data for the Global SPDR Business

Analyzed firm level data to create scoring metrics and statistical reports on ETF and MF holdings

Helped maintain internal transactional database and Salesforce platform through reconciliation

Produced Excel and Tableau dashboards to visualize firm level data and compensation breakdown for wholesalers KRChoksey – Bombay Stock Exchange Mumbai, India

Investment Research Analyst July 2017-September 2017

Analyzed annual reports and financial statements to create investor presentations for executives and potential investors

Attended several quarterly earnings conference calls to gain knowledge about the financial market and industry trends

Evaluated a potential merger by analyzing company fundamentals and financial statements

Learnt about key factors that might affect the price of a company’s stock State Street Corporation – Expense Allocation COE Quincy, MA Finance COE Consultant January 2016-July 2016

Set up new Excel templates to collect required driver data and calculate expense allocations for responsibility centers

Created a company internal website describing the methodology of processes and roles of individuals in the department

Pulled data from Essbase on a monthly and quarterly basis to allocate expenses accurately and create a trend analysis

Supervised and trained offshore team in India to create reports, maintain data and upload required files Northeastern University – Peer Tutoring Program Boston, MA Tutor for Computer Science and Its Application Course – CS1100 September 2015-August 2018

Helped students apply material learnt in CS1100 through one-on-one and small group tutoring sessions

Assisted students by allowing them to grasp problem-solving capabilities in Microsoft Excel and Access

Enhanced communication and mentoring skills through weekly discussions and feedback from observers VOLUNTEER EXPERIENCE

Junior Achievement Bangkok, Thailand

Volunteer Mentor - International Trade Challenge January 2014-May 2014

Exposed to innovation and entrepreneurship through observing students present their trending business idea

Learnt about the importance of product distribution, teamwork, risk-taking, promotion, and sales SKILLS/INTERESTS

Computer Skills: Bloomberg Certified, Tableau, Salesforce, Alteryx, Oracle, SQL, Essbase, SAS, SPSS, MARS, Proficient in Microsoft Excel, Access, Word, PowerPoint, Adobe Photoshop and Illustrator Languages: Gujarati, Hindi, (Native Proficiency) Thai and Spanish (Conversational Speaker) Interests: Scuba Diving, Sky Diving, Photography, Drums, and Traveling

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