DIXA SHAH, CFP

732-***-**** Jersey City, NJ www.linkedin.com/in/dixashah28 ad3f9m@r.postjobfree.com EDUCATION

Stevens Institute of Technology, Hoboken NJ USA December 2023 M.S. in Finance & Accounting, GPA: 3.7/4.0

Sheth Damodardas School of Commerce, Ahmedabad GJ India March 2019 Post-Graduate Diploma in Investment & Financial Analysis H. A. College of Commerce, Ahmedabad India April 2018 Bachelor of Commerce

Chartered Financial Analyst

Level 2 Candidate

WORK EXPERIENCE

Stevens Institute of Technology, Hoboken NJ USA May 2022 - December 2023 Client Support Specialist

● Resolved diverse technology-related tickets, utilizing the Fresh Service portal instead of Team Dynamix, thereby eliminating 100% of phone calls

● Earned Monthly accolades: Achieved Most Valuable Player and Customer Wow Champion badges for consistently Oasis resolving Financial ticket Advisor issues Pvt and ltd.contributing, Ahmedabad to the GJ knowledge India base articles project October 2017 – May 2021 Senior Financial Analyst

● Spearheaded a 30% boost in sales by promoting financial products like Mutual Funds, PMS, IPOs, and Bonds. Facilitated the opening of Demat accounts for new clients via the KYC process

● Managed $50M+ in wealth for 200+ clients, providing personalized financial advice, aligning investments with individual profiles and assisting them in achieving their financial objectives

● Achieved significant financial growth by increasing average client portfolio profits by 20%

● Executed daily trading activities in the Equity, Options, and Futures markets for designated clients, aligning with their individual risk appetites

RECOGNITIONS

● Earned the esteemed 'Kudos" title from the director for consistently surpassing expectations and delivering exceptional results #GoingAboveAndBeyond

● Attained title of "Best Employee of the Year in 2019" for successfully achieving revenue targets at Oasis Financial Advisor Pvt Ltd.

SKILLS

● ● Technical Soft Skills: Skills: Decision-Python, Making, R, Microsoft Work collaboratively, Office Suite, Strong Ultra Tax, communication, SQL, Quick Books, Analytical Stata, mindset, Power Organizational BI, Bloomberg skill, Terminal Peak

● Performer, Financial Skills: Leadership Financial Skill analysis and modeling, Accounting and financial reporting, GAAP and regulatory accounting, Financial Accounting, Excel Modeling, Managerial Accounting, Financial Budgeting ACADEMIC PROJECTS

Investment Management September 2022 – December 2022

● Directed a 3-month project managing a diversified portfolio of 50 equity stocks automating data collection and cleaning using Python, resulting in a 30% reduction in data processing time

● Performed in-depth statistical analysis of stock performance with R, reducing portfolio risk by 15% and enhancing returns Derivatives January 2023 – May 2023

● Acquired practical experience in derivatives trading, managing a $1 million fund through the application of hedging strategies in real-time stock options trading

● Implemented strategic options portfolios incorporating advanced strategies like Straddle and Covered Call-Put, yielding a notable profit increase of approximately 15%

EXTRACURRICULAR ACTIVITIES

Treasurer Stevens Graduate Financial Association Club January 2023 – December 2023

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