Analyst Accounting

AASHI ALPESH SHAH

****.*******@*****.*** +1-774-***-**** LinkedIn

SUMMARY

CFA Level II candidate with deep understanding of Financial Markets. An organized, detail oriented, and conscientious self-starter, ability to strategize and prioritize effectively to accomplish multiple tasks and stay calm under pressure. EDUCATION

Clark University School of Management Worcester, MA Master of Science in Finance (Stem Designated) June 2021 Relevant Coursework: Wealth Management, Investment Strategies, Computational Finance, Cases in Corporate Finance, Fixed Income, Cases in Derivatives, Financial Accounting, Financial Econometrics Projects:

• Estimated stock price by doing absolute and relative valuation by extensively using Bloomberg terminal

• Analyzed and presented JP Morgan weekly recap and multi asset solution report to study market trends

• Forecasted intrinsic value of options with Monte Carlo simulation and constructed minimum variance portfolios on R application

• Analysis of financial statements for Krispy Kreme from the years 2000-2005, did financial analysis and ratio analysis Leadership Roles:

• Vice President of Accounting and Finance Association at School of Management 2021-2020

• Event manager of Accounting and Finance Association at School of Management 2019-2020 Mumbai University Nagindas Khandwala College Mumbai, India Bachelor of Management Studies, Finance May 2018

Relevant Coursework: Managerial Accounting, Principles of Management, Project Management, Corporate Finance, Equity and Derivatives Research: Conducted a 60-page research report on “Investors Behavior in India” by interviewing 100 investors Leadership Roles:

• Mentor at Saturday Art Class, NGO to teach underprivileged students the values of life through art. 2018 - 2019

• Vice President Student Council, Nagindas Khandwala College at Mumbai University 2017-2018 WORK EXPERIENCE

Cutler Capital Management LLC Worcester, MA

Assistant Securities Analyst August 2020 - Present

• Research investment strategies, industry analysis and maintain and review current holdings of more than 90 companies

• Appropriate information for evaluation of new investment ideas for convertible securities, equity, warrants

• Aid Senior Research Analyst with company specific research projects, model building, comparison of analyst expectations

• Prepare thorough equity and credit research on selected companies and communicate through written and oral presentation Clark University School of Management Worcester, MA Portfolio Analyst, Clark Endowment Fund August – December 2020

• Created and tracked a portfolio to outperform the S&P 500 following portfolio style and ETF picking criteria

• Monitored performance and make recommendations to better align with the targeted investment strategy while considering global markets

• Performed due diligence and analysis on ETFs; recommend addition/termination based on the investment knowledge

• Researched and analyzed industry fundamentals and diversification benefits of various asset classes in the portfolio using Bloomberg Sharewolves LLC Mumbai, India

Investment Analyst April - December 2017

• Researched investment strategies, industries, asset classes that offer potential investment opportunities

• Analyzed and created investment proposals for high-net-worth portfolios, monitor portfolios based on investment policy statements

• Provided portfolio insight, trading ideas and asset allocations within portfolio to improve portfolio returns.

• Presented Investment analysis and recommendations to the investment committee CERTIFICATIONS

• CFA level I exam, CFA Institute June 2019

• Investment Banking Training – LBO Modelling, Udemy January 2021

• Beginner to Pro Financial Modeling and Valuation, Udemy May 2020

• Bloomberg Market Concepts, Bloomberg Terminal September 2019 TECHNICAL SKILLS

Bloomberg Terminal, R Programming, Advanced Microsoft Excel including pivot tables and macros, Financial Modelling, Equity valuation, Financial Analysis, Leverage Buyout, Portfolio Management, Data Analysis, Equity Research, Derivative Pricing

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