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YASH SHAH

YASH SHAH

Jersey City,NJ

Summary

Detail-oriented Financial Analyst with a Master's degree in Finance & Quantitative Methods, offering a proven track record in data analysis, financial modeling, and strategic cost-saving measures. Demonstrated ability to drive profitability and growth through comprehensive financial analysis and risk management

Overview

4
4
years of professional experience

Work History

UNIVERSITY PROJECTS
08.2021 - 12.2022
  • Harvard Business Review Case Studies,
  • Constructed a detailed DCF model incorporating a 7-year cash flow projection and a WACC of 4.40% to estimate intrinsic value of the target company, determined combined share price based on the analysis of the merger terms, synergies & FCF
  • Demonstrated expertise in sustainability management by managing a 4-star hotel in New York City for 7 years, as a part of a simulation project, achieving financial and environmental sustainability
  • Competently reduced the percentage of the carbon budget used by 98% and reduced emissions to 46% since the base year while generating a profit of $6.3M
  • Study the Effects of Macroeconomics Factors on Residential Property Prices, Econometrics
  • Examined, extracted, and cleaned data for 18 countries from FRED & OECD to perform regression analysis
  • Executed simple and multiple linear regression, fixed effect, and random effect models using STATA to pull off a correlation between Residential property prices and other macroeconomic factors, achieving an R-squared value of 0.24 and a p-value of
  • Investment Management Course Project (Portfolio Management)
  • Operated as CIO officer in a team and managed a portfolio of equities based on the Goldman Sachs U.S
  • Dividend Growth Equity basket (Bloomberg: GSTHREVG)
  • Researched macroeconomics and market trends and analyzed the relative attractiveness of stocks in the investable universe
  • Assessed portfolio which achieved a 6.36% total return over a 3-month management period during the semester

Research Intern

Stevens Institute of Technology
Hoboken, NJ
05.2022 - 06.2022
  • Conducted analysis of equity holdings of executives & board members of 108 US publicly traded companies
  • Identified risks and underperformance in client portfolios and developed tailored asset allocations for underperforming portfolios
  • Entered financial statements into Excel and performed a historical analysis of key ratios
  • Computed data using Bloomberg Terminal and Excel to evaluate the data

Financial Analyst

Shree Mahavir Roll-Tech Ltd, Steel
Surat, India
04.2019 - 07.2020
  • Conducted a comprehensive analysis of the supply chain and generated an economic model that identified $5M in savings opportunities, resulting in improved profitability
  • Implemented financial analysis and risk management expertise to develop and implement strategies that reduced losses by 25% despite market fluctuations and changes in product prices
  • Prepared monthly, quarterly, and annual financial statements to present to the management, providing analysis and insights into the company’s financial performance
  • Collaborated with cross-functional teams to develop and implement cost-saving measures, resulting in a 12% increase in the analyzed quarter

Education

Master of Science - Finance & Quantitative Methods

Stevens Institute of Technology
05.2023

Master of Commerce - Finance & Accounting

The University of Mumbai
11.2020

Bachelor of Commerce - Financial & Cost Accounting

Malini Kishor Sanghvi College
05.2019

Skills

  • Python, STATA, SAS, SQL, Bloomberg Terminal, Tableau, Microsoft (Outlook, Word, Excel, Presentations)
  • Certifications & Training:
  • Candidate for CFI’s Financial Modeling & Valuation Analyst (FMVA)TM designation
  • Introduction to Business Intelligence, Portfolio Management,
  • Statistical Distribution to Business Decisions
  • Real Estate Financial Modeling
  • Dependable and Responsible

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

The way to get started is to quit talking and begin doing.
Walt Disney

Timeline

Research Intern

Stevens Institute of Technology
05.2022 - 06.2022

UNIVERSITY PROJECTS
08.2021 - 12.2022

Financial Analyst

Shree Mahavir Roll-Tech Ltd, Steel
04.2019 - 07.2020

Master of Science - Finance & Quantitative Methods

Stevens Institute of Technology

Master of Commerce - Finance & Accounting

The University of Mumbai

Bachelor of Commerce - Financial & Cost Accounting

Malini Kishor Sanghvi College
YASH SHAH