Portfolio Administrator
Current
Aug 2024 - Present
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Harsh Shah Email & Phone Number
Portfolio Administrator @ Aviso Wealth | CFA level 3 Candidate, CSC®, CPH, DFOL
at
Aviso
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Portfolio Administrator @ Aviso Wealth | CFA level 3 Candidate, CSC®, CPH, DFOL
Location
Toronto, Ontario, Canada
Company size
Who is Harsh Shah? Overview
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Quick answer
Harsh Shah is listed as Portfolio Administrator @ Aviso Wealth | CFA level 3 Candidate, CSC®, CPH, DFOL at Aviso, a company with 2 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Harsh Shah.
Harsh Shah previously worked as Portfolio Administrator at Aviso and Investment Specialist at Bmo Financial Group. Harsh Shah holds Master Of Finance, Finance, General from University Of Toronto - Rotman School Of Management.
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Aviso
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Profile bio
About Harsh Shah
With over four years of experience in equity research and capital markets, I bring a solid foundation in financial analysis, quantitative modeling, and business insights. My role as a Portfolio Administrator at Aviso Wealth has given me hands-on experience managing diverse asset classes and analyzing performance data, while my tenure as an Investment Specialist at BMO honed my ability to handle complex financial products and communicate effectively with stakeholders.I am also pursuing my Master of Finance degree at the University of Toronto, Rotman School of Management, where I am learning advanced concepts and skills in finance, such as portfolio management, risk management, financial modeling, and valuation. I am a CFA Level 3 candidate and have completed the Canadian Securities Course and the Aspire Edge Business Skills for Financial Services certification.My goal is to excel in the asset management industry and deliver exceptional value to my clients and my organization. I am passionate about finding and analyzing investment opportunities, applying data-driven and rigorous methods, and communicating my insights effectively. I am always eager to learn new things, challenge myself, and collaborate with others.
Current workplace
Harsh Shah's current company
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Aviso
5 roles
Harsh Shah work experience
A career timeline built from the work history available for this profile.
Investment Specialist
- Executed and managed trade orders for High-Net-Worth clients in equities, derivative products, bonds, GICs, Mutual funds, ETFs OTC securities and capital markets, thus increasing total order book value by $10 million.
- Ensured strict adherence to industry regulations and compliance standards in executing trade orders, thus achieving a 99.9% accuracy rate.
- Gained proficiency in using Thomson One and Factset for monitoring financial markets and analyzing market conditions, economic events, and regulatory changes that would impact trading decisions.
- Maintained accurate records of all transactions, orders, facilitated trade settlement processes, including confirming trades, resolving trade discrepancies, and coordinating with clearinghouses.
Nov 2021 - Aug 2024
Equity Research Associate
- Conducted financial analysis and developed Excel-based models that optimized and efficiently tracked the company’s portfolio’s performance daily.
- Used Comparable Company Analysis, Discounted Cashflow Method and other Fundamental Valuation methods to prepare investment research reports which were further disseminated to the clients.
- Gave accurate buy recommendations on 2 securities in the financial sector and 1 security in the automobile sector which increased the portfolio’s overall return by 32% for that financial year.
- Researched and analyzed daily company news, summarizing key insights for client distribution, and participated in IPO meetings and conference calls and carried out market research to gather crucial information on.
Jun 2019 - Sep 2020
Project Manager
May 2018 - Jun 2018
Summer Intern
May 2016 - Jun 2016
Team & coworkers
Colleagues at Aviso
Other employees you can reach at avisohq.com. View company contacts for 2 employees →
CD
Carolyn Devic ☆
Colleague at AvisoGrimsby, Ontario, Canada, Canada
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KR
Khevish Ramudu
Colleague at AvisoGreater Toronto Area, Canada, Canada
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ST
Sophie Touchette, Mba, Ris
Colleague at AvisoWinnipeg, Manitoba, Canada, Canada
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BH
Blayne Hutchison
Colleague at AvisoMississauga, Ontario, Canada, Canada
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RC
Roydan C.
Colleague at AvisoToronto, Ontario, Canada, Canada
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ZN
Zehra N
Colleague at AvisoNorth York, Ontario, Canada, Canada
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AS
Anirudh Sherman
Colleague at AvisoGreater Vancouver Metropolitan Area, Canada
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AT
Alexander T.
Colleague at AvisoTokyo, Japan, Japan
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LH
Lindy Homenick
Colleague at AvisoCanada, Canada
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AF
Aaron Farrell
Colleague at AvisoVancouver, British Columbia, Canada, Canada
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Carolyn Devic ☆
Colleague at AvisoGrimsby, Ontario, Canada, Canada
View →
KR
Khevish Ramudu
Colleague at AvisoGreater Toronto Area, Canada, Canada
View →
ST
Sophie Touchette, Mba, Ris
Colleague at AvisoWinnipeg, Manitoba, Canada, Canada
View →
BH
Blayne Hutchison
Colleague at AvisoMississauga, Ontario, Canada, Canada
View →
RC
Roydan C.
Colleague at AvisoToronto, Ontario, Canada, Canada
View →
ZN
Zehra N
Colleague at AvisoNorth York, Ontario, Canada, Canada
View →
AS
Anirudh Sherman
Colleague at AvisoGreater Vancouver Metropolitan Area, Canada
View →
AT
Alexander T.
Colleague at AvisoTokyo, Japan, Japan
View →
LH
Lindy Homenick
Colleague at AvisoCanada, Canada
View →
AF
Aaron Farrell
Colleague at AvisoVancouver, British Columbia, Canada, Canada
View →
4 education records
Harsh Shah education
Master Of Finance, Finance, General
Financial Planning, Finance, General
Bba - Bachelor Of Business Administration, Finance
Business/Commerce, General
H.R. College Of Commerce And Economics
FAQ
Frequently asked questions about Harsh Shah
Quick answers generated from the profile data available on this page.
What company does Harsh Shah work for?
Harsh Shah works for Aviso.
What is Harsh Shah's role at Aviso?
Harsh Shah is listed as Portfolio Administrator @ Aviso Wealth | CFA level 3 Candidate, CSC®, CPH, DFOL at Aviso.
Where is Harsh Shah based?
Harsh Shah is based in Toronto, Ontario, Canada while working with Aviso.
What companies has Harsh Shah worked for?
Harsh Shah has worked for Aviso, Bmo Financial Group, Jeena Scriptech Alpha Advisors Pvt Ltd, Studysid, and Sps Share Brokers Private Limited.
Who are Harsh Shah's colleagues at Aviso?
Harsh Shah's colleagues at Aviso include Carolyn Devic ☆, Khevish Ramudu, Sophie Touchette, Mba, Ris, Blayne Hutchison, and Roydan C..
How can I contact Harsh Shah?
You can use AeroLeads to view verified contact signals for Harsh Shah at Aviso, including work email, phone, and LinkedIn data when available.
What schools did Harsh Shah attend?
Harsh Shah holds Master Of Finance, Finance, General from University Of Toronto - Rotman School Of Management.
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