Junior Management Information Systems major at Temple University's Fox School of Business, pursuing a BBA. Strong interest in finance, with skills in financial analysis, modeling, and portfolio management. Interned at Synergy Insurance Brokers Pvt Ltd, gaining hands-on experience in insurance & financial consulting. Seeking a 2025 internship in financial consulting/IB and eager to connect with recruiters for opportunities.
Hi, I’m
Jinay Shah
Philadelphia,Pennsylvania
Summary
Overview
1
Certificate
Work History
Synergy Insurance
Intern
07.2024 - 08.2024
Job overview
- Led project to analyze Synergy Insurance's tech capabilities, focusing on website/app UI, customer experience, and market share vs competitors in India
- Researched market share and growth rates, revealing Synergy's 10% share vs competitors' 15% average
- Developed strategic plan with recommendations to enhance tech and customer experience, projecting 15% market share increase in 3 years
Synergy Insurance Broking Services Pvt. Ltd.
Internship
06.2024 - 08.2024
Job overview
- Led research framework and client consultations at Synergy Insurance Broking Services Pvt Ltd
- Developed and presented project on digital insurance trends, projecting 30% sector growth over 5 years, informing strategic client engagement
- Collaborated with cross-functional teams to create policy recommendations, improving compliance by 25% across client portfolios
- Executed targeted marketing campaigns for digital insurance products, increasing client acquisition by 15% within 6 months
- Company: Mumbai-based firm, serving 5,000+ clients, with $20M annual revenue in insurance broking industry
Education
Temple University – Fox School of BusinessPhiladelphia, PA
Bachelor of Business Administration from Management Information Systems
08.2024
University Overview
Skills
- SAP Sales and Distribution
- SAP Analytics Cloud
- Finanical Analysis & Planning
- Portfolio Management
- Snowflake
- ScrumMaster
- PMP Project Management
- Microsoft Word
- Excel
- Outlook
- PowerPoint
- OneNote
Certification
- Bloomberg Financial Fundamental Course, 11,24
- SAP Guide: The consultant’s secrets to master, Udemy, 03/24
- Managing Teams, LinkedIn, 11/23
- Building Your Team, LinkedIn, 11/23
- Building Trust, LinkedIn, 11/23
Languages
English
Full Professional
Spanish
Limited Working
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Marathi
Elementary
Timeline
Intern
Synergy Insurance
07.2024 - 08.2024
Internship
Synergy Insurance Broking Services Pvt. Ltd.
06.2024 - 08.2024
Temple University – Fox School of Business
Bachelor of Business Administration from Management Information Systems
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