NISHIT SHAH

+1-434-***-**** ad0k2g@r.postjobfree.com Linkedin.com/in/nishitshah7/

EDUCATION

University of Virginia Darden School of Business – Charlottesville, VA May 2023 Candidate for Master of Business Administration – Full-time MBA, STEM OPT eligible

• Club Memberships: Director of Research at Darden Capital Management, member of Finance, Technology and Fintech Institute of Chartered Accountants of India – Mumbai, India November 2016 Chartered Accountant (Indian CPA), 2016

CFA Institute – Charlottesville, VA December 2013

CFA Level 2 Candidate

Narsee Monjee College of Commerce and Economics, University of Mumbai – Mumbai, India March 2013 First Class, Bachelor of Commerce, Major in Accounting and Auditing EXPERIENCE

The London Company – Richmond, VA

Equity Research Summer Associate May 2022 - Aug 2022 Long only public equities Investment fund with an AUM of $ 30 bn

• Recommended an investment idea after conducting in depth fundamental analysis with a focus on long term growth and downside protection

• Co-covered 4 stocks with investment team members, monitoring news flow, research, and earnings

• Identified multiple potential investment ideas after meeting management and attending presentations of more than 20 companies at a sell side conference in Boston

Nepean Capital – Mumbai, India

Equity Investment Analyst Dec 2019 - July 2021

Boutique long only public equities Investment fund.

• Monitored and tracked more than 50 stocks as lead sector analyst covering consumer, retail, media, automobile, and telecom sectors in a 5-member front office long only Investment team

• Delivered strong out-performance by beating benchmark Indices, the NIFTY Small Cap Index by 51% and the NIFTY Mid Cap Index by 39 % respectively since inception in September 2018 as of December 2020

• Recommended managing partners to sell a portfolio stock after conducting in depth research, due diligence, and avoided a loss of 50% within two weeks of joining

Edelweiss Asset Management – Mumbai, India

Assistant Manager – Equity Investment Analyst Mar 2017 - Nov 2019 Investment arm of a leading Indian Financial services conglomerate with an AUM of $ 1.54 bn

• Covered the automobile and textile sectors as lead sector analyst in a 6-member front office long only (Mutual Fund & Portfolio management Services) public equities investment team

• Identified investment ideas based on Top down/ Bottom-up approach by utilizing quantitative screeners and new strategies; led to returns of 55% - one of the highest in industry in 2017

• Partnered with the CIO on creation of a new fund by devising diversified well-performing strategies through back-testing, statistical analysis and studying performance of strategies across market cycles

• Promoted to Assistant Manager and nominated as an Emerging Leader (only 4 out of every 100 employees were nominated) within 1 year of joining

• Shaped macro strategies by incorporating insights on historical performance of various funds and trends in financial markets Viscorp Investment – Mumbai, India

Equity Analyst & Wealth Advisor Jan 2015 - Feb 2017 Boutique wealth management firm (Part of my family business)

• Led a team of 4 to introduce new investment avenues such as Futures and Options Trading (Equities and commodities), Corporate deposits and Insurance advisory that led to revenue growth of 55%

• Carried out industry/company research, prepared reports and outlined investment recommendations

• Developed relationships with 50%+ clients and recommended multiple stocks which more than doubled in 5 years Nipun Sudhir & Associates, Chartered Accountants – Mumbai, India Intern- Articled Assistant (mandatory for the Chartered Accountancy course) Sept 2011 - Sept 2014 Chartered Accountancy firm (Part of my family business)

• Strengthened internal and statutory audit in the Finance and Logistics sector ADDITIONAL INFORMATION

• High level of proficiency in Bloomberg, FactSet, CapIQ, Excel, PowerPoint

• Attended Harvard University Summer School: Business analysis and Valuation; Strategic management

• A passionate traveler having travelled to more than 15 countries

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