Kim Shah

Kim Shah Email and Phone Number

Analytical, Creative and Passionate ND Financial Services Consultant advocating for the H in ESG and Social Impact @ ExecuShe
Kim Shah's Location
Greater Toronto Area, Canada, Canada
Kim Shah's Contact Details

Kim Shah work email

Kim Shah personal email

n/a
About Kim Shah

I am a talented ND professional with diverse skills and many years of experience in the Financial Services industry. The greater part of my experience was gained in entrepreneurial environments where critical thinking and innovative ideas are essential for problem solving or best possible solution. I work in areas that support sustainability being a critical aspect of business operations and in the investment decision-making process (Diversity and ESG). I see the growing demand for companies to become more sustainable either through their own core values or in addressing the various risks to which they are exposed. In order to achieve growth and advancement, technology applications are an essential component of my strategy. I am passionate about positive change and want to help companies grow through sustainable and leading-edge practices.• Advocate for Inclusion, Diversity, Equity and Accessibility (IDEA) practices to be embedded into organizational culture.• Considered to be highly creative; thinks ‘outside the box’ to develop innovative strategies resulting in improved outcomes.• Results-driven with extensive experience in the research and analysis of business and competitive intelligence, data management, product development and management, marketing, and sales strategy development.• Exceptional technology skills including advanced proficiency in Tableau and Microsoft Office applications plus working knowledge of Agile methodologies, various SaaS and AI solutions.• Systems-thinker with a high aptitude for learning, implementing processes and innovating through products, services, investments and partnerships.• Proven ability to apply knowledge and skill to new projects and collaborate well with other team members and stakeholders.• An excellent writer and communicator with technical abilities to develop metrics and KPIs.

Kim Shah's Current Company Details
ExecuShe

Execushe

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Analytical, Creative and Passionate ND Financial Services Consultant advocating for the H in ESG and Social Impact
Kim Shah Work Experience Details
  • Execushe
    Consultant
    Execushe Aug 2023 - Present
    North America
    I am a consultant for ExecuShe, supported by Sociovestix Labs, a pioneer in financial data science. My role revolves around promoting the ExecuShe Data platform within the North American market.ExecuShe stands as the world's foremost live diversity data hub, utilizing data science to continuously monitor progress and offer profound insights into DEI (Diversity, Equity, and Inclusion) dynamics across major indices in over 100 countries. A distinctive feature of ExecuShe is its emphasis on assessing Diversity in Executive Management rather than solely focusing on Board representation, setting it apart in the field.At ExecuShe, we go beyond simply measuring diversity based on executive headcount; we delve into the detailed breakdown of over 100 key executive positions. Additionally, we gauge power dynamics through metrics such as Share Ownership and Gender Power. Gender Power is particularly significant as it sheds light on the disparity in power distribution between men and women in executive roles, signifying a meaningful measurement of our societal impact.We have recently incorporated ExecuPride and ExecuNicity data into our platform. Our agile and flexible offerings use our proprietary data to meet your analytical needs.
  • Institute Of Neurodiversity Ion Canada
    Co-Founder, Chair & President
    Institute Of Neurodiversity Ion Canada Feb 2023 - Present
    Ontario, Canada
    • Lead and manage the Board of Directors of the Canadian Not-for-Profit chapter to ensure that the organization meets its mission and goals, including establishing organizational policies and procedures to ensure it is operating following its constitution and bylaws.• Setting organizational priorities and goals, including recruiting board and committee members, sponsors and building out our membership in Canada.• Develop and execute a comprehensive funding strategy aligned with the organization's goals and objectives.
  • Freelance (Self Employed)
    Independent Consultant & Researcher
    Freelance (Self Employed) Mar 2021 - Present
    Toronto, Ontario, Canada
    • Provide consulting services, including research and analysis to create reports for organizations within the investments industry, including the RIA report on Canadian Investor Statement on D&I.• Collaborate with not-for-profits and start-ups providing insights and ideas to support strategic growth, including starting a Canadian Chapter of a global grassroots organization that promotes the strength-based model of neurodiversity.• Participate in public consultations such as the CFA DEI Code and the OSC Statement of Priorities.
  • The Investment Funds Institute Of Canada (Ific)
    Analyst, Research And Statistics
    The Investment Funds Institute Of Canada (Ific) Jul 2018 - Feb 2021
    Toronto, Ontario, Canada
    • Collected, analyzed, and tracked monthly assets and sales data of investment funds in the Canadian marketplace; then utilized in IFIC’s proprietary reporting tool.• Researched, gathered, and tracked qualitative data of investment funds from legal filings, integrated information into IFIC monthly reporting.• Supported data-centric projects along with research projects, such as the IFIC’s inaugural report on Responsible Investing.• Participated in industry working committees, such as the Canadian Investment Funds Standards Committee (CIFSC).
  • Freelance, Self-Employed
    Independent Consultant & Researcher
    Freelance, Self-Employed Aug 2016 - Jun 2018
    Toronto, Canada Area
    • Provided consultation services with the Department of Finance - Canada through the first and second stage of the Federal Financial Sector Framework review; provided research and analysis to support strategies on how to modernize the financial sector framework under a sustainability theme.• Supported projects that required my expertise in data management to collect, organize, analyze, interpret, and present data to help businesses and organizations make better decisions, including improving the approach to how the data is collected.
  • Connor Clark & Lunn Private Capital
    Manager Business Analysis
    Connor Clark & Lunn Private Capital 2011 - 2015
    Toronto
    ● Introduced new technologies and ideas to support sales force and senior management in analysing sales operations and acquiring assets - Tableau, Morningstar Direct and S&P’s Money Market Directories.● Designed and developed Business Intelligence (BI) Dashboards to help users leverage data.● Provided thought leadership and support to senior management and sales managers, e.g.: Competitive Intelligence insights through research and analysis on qualitative information on products, competitors and industry.● Managed projects sponsored by executive management utilizing various methods including Agile Methodologies.● Using the KISS principle, developed various types of written communications from Business Requirement Documents, Technical Documents to User and Training Guides for technical and non-technical users.
  • Connor, Clark And Lunn Managed Portfolios Inc.
    Consultant
    Connor, Clark And Lunn Managed Portfolios Inc. 2010 - 2011
    ● Designed, implemented and tested new and improved quarterly statement template (as a result of the assessment for long-term solutions)● Led project to uncover data and operational inefficiencies● Developed and implemented process to facilitate retail accounts● Licensed financial advisor● Work closely with business partners to provide specific analysis on competitors● Conduct independent market research on new and emerging products or market trends for management and sales force
  • Esg Investing Group
    Consultant
    Esg Investing Group 2009 - 2010
    ● Promoted and recruited over 100 members to the Canadian investment group where ideas, multi-media content and discussions were covered on the theme of environmental, social and governance factors and how it relates to the investment process.
  • Ci Investments
    Associate Product Manager
    Ci Investments 2006 - 2008
    ● Led the development and successful launch of web tools and online calculators used by investment advisors to sell CI products; also implemented SharePoint sites for teams to collaborate on projects, share documents and review progress.● Acted as product expert working with functional specialists in every area of the organization including Sales, Marketing, Finance, Client Services, Legal & Compliance, IT and Operations.● Coordinated with financial analysts and sales force to collect and disseminate all related traditional investment sales collateral (for example: monthly performance reporting, market commentaries, investment manager profiles, brochures, sales tools).
  • Assante Wealth Management
    Associate Product Manager
    Assante Wealth Management 2004 - 2008
    ● Participated in annual marketing plan development● Collected and analyzed competitive data from Business Intelligence unit and other sources● Produced competitive analysis tools for wholesalers and other internal groups● Coordinated with Financial Analysts and Sales Force to collect and disseminate all related investment information collateral marketing material (for example monthly performance reporting, market commentaries, investment manager profiles, brochures, sales tools)● Prioritized and managed multiple marketing projects through project lifecycle, including development, testing, working with focus groups, packaging and launch● Led the development and deployment of a forms project (one of the top priorities for 2004/2005 identified by Assante’s CEO) on the two dealerships within nine months● Designed and implemented spreadsheet reporting systems for internal groups to manage project timelines● Worked with management in various budget allocations● Performed research on competitors’ branding and advertising strategies ● Provided advice in the development of sales campaigns and themes● Streamlined procedures through numerous innovative internal enhancements● Increased efficiencies in workflow by reducing the number of manual processes
  • Assante Asset Management
    Marketing Coordinator
    Assante Asset Management 2002 - 2004
    ● Worked with various key stakeholders across numbers of projects and in various capacities - Product Marketing, Project Management, Brand Management and Operations.

Kim Shah Skills

Business Analysis Competitive Analysis Investments Management Data Analysis Program Management Financial Services Project Management Marketing Mutual Funds Wealth Management Relationship Management Sharepoint Risk Management Strategic Planning Business Strategy Access Asset Management Business Intelligence Strategy Product Development Product Management Web 2.0 Social Media Microsoft Excel Data Artist Excel Tactics Collaboration Tableau Problem Solving Morningstar Direct Confluence Competitive Intelligence Stakeholder Engagement Sales Analytics Technical Writing Report Writing Writing

Kim Shah Education Details

  • Canadian Securities Institute
    Canadian Securities Institute
    Canadian Securities Course
  • Green Business League
    Green Business League
    Certified Green Consultant
  • Tableau Advanced Analytics Training
    Tableau Advanced Analytics Training

Frequently Asked Questions about Kim Shah

What company does Kim Shah work for?

Kim Shah works for Execushe

What is Kim Shah's role at the current company?

Kim Shah's current role is Analytical, Creative and Passionate ND Financial Services Consultant advocating for the H in ESG and Social Impact.

What is Kim Shah's email address?

Kim Shah's email address is ks****@****oup.com

What schools did Kim Shah attend?

Kim Shah attended Ryerson University, Canadian Securities Institute, Green Business League, Tableau Advanced Analytics Training.

What are some of Kim Shah's interests?

Kim Shah has interest in Health, Children, Environment, Education, Science And Technology, Esg Investing, Human Rights, Strategy, Web 2, Emotional Intelligence.

What skills is Kim Shah known for?

Kim Shah has skills like Business Analysis, Competitive Analysis, Investments, Management, Data Analysis, Program Management, Financial Services, Project Management, Marketing, Mutual Funds, Wealth Management, Relationship Management.

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