Anoli Shah
Harrison,New Jersey
Summary
Results-driven finance professional with a robust analytical mindset and extensive expertise in portfolio management, gained from Stalwart. Demonstrates proficiency in advanced hedging strategies to enhance investment returns while fostering strong client relationships. Known for strategic planning, financial management, and leadership skills that drive success in high-pressure environments. Recognized as an innovative Co-Founder for exceptional productivity and efficient task execution.
Overview
8
8
years of professional experience
Work History
Research Analyst
Juno Moneta Finsol Pvt Ltd
Ahmedabad, India
08.2022 - 12.2023
- Analyzed financial markets to identify opportunities for profitable trading activity
- Utilized a variety of tools such as Excel spreadsheets and databases for effective data manipulation and analysis
- Collaborated with cross-functional teams to ensure accuracy of research results
Co-Founder
Stalwart
Ahmedabad, India
07.2022 - 03.2024
- Company Overview: Providing a highly skilled and experienced Portfolio Management, with expertise in hedging strategies, to high net worth individuals and ultra high net worth individuals
- Stalwart is responsible for managing and optimizing investment portfolios, utilizing sophisticated hedging tools to mitigate risk and enhance returns for our clients
- Providing a highly skilled and experienced Portfolio Management, with expertise in hedging strategies, to high net worth individuals and ultra high net worth individuals
- Stalwart is responsible for managing and optimizing investment portfolios, utilizing sophisticated hedging tools to mitigate risk and enhance returns for our clients
Analyst
Young Turtle
Ahmedabad, India
07.2021 - 08.2022
- Provided advice and recommendations regarding various portfolio strategies, asset allocations, and risk management techniques
- Presented findings from research projects at regular team meetings in order to share new ideas with colleagues
Intern
Suzlon
Pune, India
05.2017 - 08.2017
- Assisted in the preparation of financial statements and reports for management review
Finance Intern
Tracom Stock Broker
Ahmedabad, India
05.2016 - 07.2016
- Prepared balance sheets, income statements, cash flow statements according to Generally Accepted Accounting Principles
- Generated weekly, monthly and quarterly reports summarizing key financial metrics
Education
Registered for CFA LEVEL 3 -
CFA Institute
Global08-2025
CFA Level 2 - Finance
CFA Institute
Global01.2024
CFA Level 1 - Finance
CFA Institute
Global01.2021
MBA - Finance
Nirma University
India01.2024
BBA -
Nirma University
India01.2018
Skills
- Analytical mindset
- Qualitative Research
- Microsoft Excel
- Strong analytical skills
- Quantitative Research
- Technical Analysis
- Portfolio Management
- Data Interpretation
- Critical Thinking
- Market Trends Analysis
- Financial Analysis
- Relationship Building
Timeline
Research Analyst
Juno Moneta Finsol Pvt Ltd
08.2022 - 12.2023
Co-Founder
Stalwart
07.2022 - 03.2024
Analyst
Young Turtle
07.2021 - 08.2022
Intern
Suzlon
05.2017 - 08.2017
Finance Intern
Tracom Stock Broker
05.2016 - 07.2016
Registered for CFA LEVEL 3 -
CFA Institute
CFA Level 2 - Finance
CFA Institute
CFA Level 1 - Finance
CFA Institute
MBA - Finance
Nirma University
BBA -
Nirma University
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