Financial Analyst Intern

Shubham Ajaykumar Shah

Dallas, TX 469-***-**** ****.***********@*****.*** linkedin.com/in/ShubhamShah16/ EDUCATION

The University of Texas at Dallas, Master of Science, Finance January 2024 - December 2025 Veer Narmad South Gujarat University, India, Bachelor of Business Administration, Finance June 2020 - April 2023 PROFESSIONAL EXPERIENCE

The University of Texas at Dallas Dallas TX., USA

Graduate Teaching Assistant August 2024 - Present

• Guided 200+ students in clarifying complex finance concepts and collaborated with the professor on grading and assessments.

• Organized and lead 25+ review sessions before exams, resulting in a 30% reduction in students receiving grades below B (75%). Shital Impex Gujarat, India

Financial Analyst May 2023 – November 2023

• Managed a $100,000 investment pool, overseeing 25 client portfolios and providing personalized strategies to maximize returns.

• Increased portfolio value by 18% over 6 months through data-driven investment decisions and strategic market analysis.

• Conducted detailed analysis of over 100 stocks using fundamental analysis tools and financial models to drive portfolio optimization and performance.

Shital Impex Gujarat, India

Financial Analyst Intern November 2022 – May 2023

• Analyzed 50+ customer financial backgrounds, delivering tailored advice. Maintained an impressive 90% retention rate.

• Collaborated with team to analyze stocks for investors, strategizing investments to maximize returns and achieving a remarkable 30% increase in stock value within a year.

DB Corporation Gujarat, India

Multifunctional Intern April 2022 – June 2022

• Implemented an operational grouping strategy, improving workflow efficiency by 20% and enhancing overall time management.

• Led a cost reduction project, decreasing net costs by 3% through process optimization and resource management.

• Developed a comprehensive end-of-internship report, boosting monthly production capacity by 10% through actionable recommendations.

PROJECTS

A Study on the Impact of Behavioral Finance on Individuals Investment Decisions in Gujarat January 2023 – April 2023

• Executed surveys with 211 investors, identifying 8 common biases in behavioral finance.

• Attained a 75% response rate by utilizing an optimized questionnaire method, enhancing data collection and analysis efficiency.

• Utilized SPSS for analysis cited in 3 industry publications, recognized for insights into investor behavior. StockTrack Excel Enhanced Stock Measure Tracking System.

• Developed 'StockTrack Excel' system using Walter, Gordon, and Markowitz models, optimizing a portfolio of 400+ stocks across 7 sectors, achieving 30% APR and demonstrating expertise in financial modeling and risk management. SKILLS & CERTIFICATIONS & AWARDS

Skills: MS Office (Excel (VBA), Word, PowerPoint), SPSS (IBM), Tableau, R Programming, Power BI, Python, Finance Skills: Financial Analysis, Modelling & Forecasting, Portfolio Management, Risk Assessment, Financial Reporting & Compliance, Accounting, Communication, Advanced Excel & Data Analytics, Problem Solving, Attention to Detail Certifications: AIMA Shaping Young Minds, NISM Derivatives, IIMB Foundation of Management, Bloomberg Market Concepts Awards: Ranked 1st in college for Academic Excellence, 5x city, 2x State-level Hockey Champion, LEADERSHIP EXPERIENCE

Finance Club, President of the Club August 2022 – April 2023

• Led diverse financing initiatives, integrating technical skills in financial analysis, organized trading competition, and market research. Delivered data-driven pitches akin to Shark Tank, and managed portfolio optimization. Gandhi House, Leader of the Club April 2018 – April 2019

• Directed and coordinated over 15 house events, fostering teamwork and discipline among 200+ students, resulting in a 20% increase in house participation and achieving top honors in inter-house competitions. VOLUNTEER WORK

University Career Center – UT Dallas, - Volunteer February 2024 Utkarsh Inter-College Fest - Volunteer January 2023

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