Financial Analyst

Location:

Posted:

July 27, 2023

Yash Shah

732-***-**** **********@*****.***

Experience

IB ANALYST, ROBERT HALF (BLOOMBERG LP) — AUGUST 2022-PRESENT

• Identify different securities and their components

• Use Bloomberg Terminal to obtain all information/history of any given financial instrument as needed to confirm data, flag outliers

• Dissect and analyze raw data

o Properly interpret traders’ language, short codes to accurately annotate current/ past transactions

PRIVATE TUTOR, VARSITY TUTORS — JANUARY 2017- 2022

• Collaborated with students to complete assignments, identify lacking skills and improve weaknesses

• Taught students remotely using online video chat platform

• Generated reports and provided feedback, supporting personal learning goals OFFICE ADMINISTRATOR, GLOBAL LABORATORIES — MAY 2019-MARCH 2020

• Edited documents to improve accuracy of language, flow, and readability

• Identified, analyzed, and interpreted trends and patterns in data sets

• Used excel to generate useful business reports

ACCOUNT MANAGER, KELLY GLOBAL CONSULTANTS — JUNE 2018- AUG 2018

• Analyzed account details such as usage, sales data, and client satisfaction to enhance client needs

• Devised strategies to perform at set goal levels and achieve the required quotas

• Educated clients on new products, services

Education

Kean University — B.S. Finance, 2022

Skills

• MS Office

• Data Modeling

• Progress Reporting

• Bloomberg Terminal