Senior Manager, Corporate Development And Investor Relations
Current
Oct 2024 - Present
AeroLeads people directory · profile
Yogita Shah Email & Phone Number
Manager, Corporate Development & Investor Relations
at
Workiva
1 work email found
@workiva.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Manager, Corporate Development & Investor Relations
Location
Hamel, Minnesota, United States
Company size
Who is Yogita Shah? Overview
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Quick answer
Yogita Shah is listed as Manager, Corporate Development & Investor Relations at Workiva, a company with 1744 employees, based in Hamel, Minnesota, United States. AeroLeads shows a work email signal at workiva.com and a matched LinkedIn profile for Yogita Shah.
Yogita Shah previously worked as Senior Manager, Corporate Development and Investor Relations at Workiva and Senior Financial Analyst at Workiva. Yogita Shah holds Master Of Business Administration - Mba from Iowa State University.
Company email context
Email format at Workiva
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{first}.{last}@workiva.com
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AeroLeads found 1 current-domain work email signal for Yogita Shah. Compare company email patterns before reaching out.
Profile bio
About Yogita Shah
SKILLS• Financial planning and modelling, forecasting, analyzing company financials • Well versed with various valuation techniques such as cash flow based, relative and market based valuation• Strong quantitative and analytical skills, detail oriented, quick learner, good at multi-tasking
Listed skills include Financial Analysis, Financial Modeling, Valuation, Corporate Finance, and 4 others.
Current workplace
Yogita Shah's current company
Company context helps verify the profile and gives searchers a useful next step.
Workiva
7 roles
Yogita Shah work experience
A career timeline built from the work history available for this profile.
Manager, Corporate Development & Investor Relations
Oct 2022 - Sep 2024
Senior Financial Analyst
Jun 2019 - Oct 2022
Advanced Business Analyst Intern
May 2018 - Aug 2018
Minority Partner
Labdhi Investment Advisory
- 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.
- 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.
Feb 2011 - May 2015
Rating Analyst
- 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.
May 2008 - Feb 2010
Analyst - Derivatives
- 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
Apr 2007 - Nov 2007
Team & coworkers
Colleagues at Workiva
Other employees you can reach at workiva.com. View company contacts for 1744 employees →
PH
Patrick Harris
Colleague at Workiva
Dallas, Texas, United States, United States
View →
ES
Enrrique Sanchez ☁️
Colleague at Workiva
Melbourne, Victoria, Australia, Australia
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ML
Melissa Liebel
Colleague at Workiva
Simpsonville, South Carolina, United States, United States
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MB
Manish Bhattarai
Colleague at Workiva
Dallas-Fort Worth Metroplex, United States
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ML
Mohd Laquit
Colleague at Workiva
Jaipur, Rajasthan, India, India
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JH
Jared Hayes
Colleague at Workiva
Denver, Colorado, United States, United States
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TH
Tanna Henkelman
Colleague at Workiva
Des Moines Metropolitan Area, United States
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CF
Clayton Farris
Colleague at Workiva
Dallas-Fort Worth Metroplex, United States
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SP
Sarah Palumbo
Colleague at Workiva
Ontario, Canada, Canada
View →
KB
Katherine Bishop
Colleague at Workiva
Missoula, Montana, United States, United States
View →
Patrick Harris
Colleague at Workiva
Dallas, Texas, United States, United States
View →
ES
Enrrique Sanchez ☁️
Colleague at Workiva
Melbourne, Victoria, Australia, Australia
View →
ML
Melissa Liebel
Colleague at Workiva
Simpsonville, South Carolina, United States, United States
View →
MB
Manish Bhattarai
Colleague at Workiva
Dallas-Fort Worth Metroplex, United States
View →
ML
Mohd Laquit
Colleague at Workiva
Jaipur, Rajasthan, India, India
View →
JH
Jared Hayes
Colleague at Workiva
Denver, Colorado, United States, United States
View →
TH
Tanna Henkelman
Colleague at Workiva
Des Moines Metropolitan Area, United States
View →
CF
Clayton Farris
Colleague at Workiva
Dallas-Fort Worth Metroplex, United States
View →
SP
Sarah Palumbo
Colleague at Workiva
Ontario, Canada, Canada
View →
KB
Katherine Bishop
Colleague at Workiva
Missoula, Montana, United States, United States
View →
3 education records
Yogita Shah education
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
FAQ
Frequently asked questions about Yogita Shah
Quick answers generated from the profile data available on this page.
What company does Yogita Shah work for?
Yogita Shah works for Workiva.
What is Yogita Shah's role at Workiva?
Yogita Shah is listed as Manager, Corporate Development & Investor Relations at Workiva.
What is Yogita Shah's email address?
AeroLeads has found 1 work email signal at @workiva.com for Yogita Shah at Workiva.
Where is Yogita Shah based?
Yogita Shah is based in Hamel, Minnesota, United States while working with Workiva.
What companies has Yogita Shah worked for?
Yogita Shah has worked for Workiva, Kingland Systems, Labdhi Investment Advisory, Crisil Limited, and Mashreq Bank.
Who are Yogita Shah's colleagues at Workiva?
Yogita Shah's colleagues at Workiva include Patrick Harris, Enrrique Sanchez ☁️, Melissa Liebel, Manish Bhattarai, and Mohd Laquit.
How can I contact Yogita Shah?
You can use AeroLeads to view verified contact signals for Yogita Shah at Workiva, including work email, phone, and LinkedIn data when available.
What schools did Yogita Shah attend?
Yogita Shah holds Master Of Business Administration - Mba from Iowa State University.
What skills is Yogita Shah known for?
Yogita Shah is listed with skills including Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Capital Markets, Budgeting, Microsoft Office, and Microsoft Excel.
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