Yogita Shah Email & Phone Number

United States

Ames, Iowa

Ames, Iowa

Pune Area, India

• Promoted from employee to a Minority Partner within 3 years. Helped the promoter to shift focus from retail clients to HNI investors thus improving profitability of the firm and increased assets under management fivefold. • Recommended investment opportunities in various asset classes as per the risk-return objective of clients. Constantly focused on obtaining excellent return on investment for clients.• Advised investment ideas which outperformed market returns and earned sizable profits for clients. Advice to buy consumer franchise like Asian Paints, Amara Raja Batteries and Page Industries netted US$2m profit for clients.

Mumbai Area, India

• Led a team of 2 people for Crisil Certified Analyst Program (CCAP). My role was to help trainees understand the financial statements and the business of the companies rated by our team. • Assigned Credit Rating to various Indian Corporates and reviewing their ratings on a periodic basis. Presenting the rating analysis to the rating committee for approval.• Provided inputs for creating a comprehensive database for the sector that was used in forming a view on stocks/sector.

Dubai, United Arab Emirates

- Key responsibilities included trade capture and periodic settlement of interest rate swaps worth a million of Euros, between Mashreq Bank and other international banks. - To keep a track of the Libor to enable the bank to enter future swap transactions

Master Of Business Administration - Mba

Master Of Science (Ms), Finance

Bachelor Of Commerce (B.Com.), Costing, Tax Law Procedures And Practices, First Class With Distinction

- Ranked among top 10% students in Pune University, Grade – First Class with Distinction - Member of Alumni Committee and served.