Desna Shah

Desna Shah

Sales Associate

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location of Desna ShahChicago, Illinois, United States

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  • Timeline

  • About me

    Analyst at BMO

  • Education

    • James B Conant High School

      2016 - 2020
      High School Diploma

      Activities and Societies: Student Council, Principal Advisory Board and Senior P.E Leader, gymnastics, Dance

    • DePaul University

      2021 - 2024
      Bachelor's degree Finance major and Accounting minor Alum

      Activities and Societies: DePaul Females in Finance, DePaul Inclusion in Finance, Student Finance Association, Coleman Entrepreneurship Center Student Assistant and Keeley Center Academy

    • Keeley Center Acadmey

      2022 - 2023
      Distinguished Keeley Scholar Finance, General

      Selected into two-year co-curricular program for high potential, high performing Finance Majors pursuing banking, capital markets, consulting and investment management careers. Academy program initiatives are focused on career readiness, professional development, technical competencies, interpersonal skills, and related work experience

    • Harper College

      2020 - 2021
      Freshmen
  • Experience

    • Old Navy

      Sept 2019 - Nov 2019
      Sales Associate

      • Trained 3 team members on overall brand, product information, and answered all questions• Achieved sales goals and marketing objectives by delivering memorable customer experience and raising awareness of brand and customer loyalty • Maintained clean and organized sales floor, fitting room, and stockroom for optimum safety and sales appeal• Displayed enthusiasm about the brand at demonstrations and events and promoted special marketing initiatives

    • Dunkin'​

      Jun 2021 - Aug 2021
      Crew Member

      • Handle various task of preparing food, cashier, stocking new items, cleaning which led to efficiency• Gained Knowledge of products to better assist customers in locating and purchasing items to increase sales by 10%• Prepare and stock food at efficient pace to enhance customer experience by maintaining high standards • Demonstrated excellent customer service skills by greeting 150+ customers

    • DePaul Females in Finance Initiative

      Dec 2021 - Jan 2024
      • Chair of Corporate Relations

        Mar 2022 - Jan 2024
      • Leadership Prep Program Participant

        Dec 2021 - Mar 2022
    • Fifth Third Bank

      May 2022 - May 2022
      Debt Capital Market Competition Participant

      • Developed a financial model and stock pitch for a leveraged buyout of a public company• Researched and analyzed data to justify and support the public company; built a projected financial forecast of what drives the consumers.• Utilized Bloomberg to gather financial data and competitions financial statements then presented findings to 3 industry professionals from Fifth Third Bank

    • Morgan Stanley

      Jun 2022 - Aug 2022
      Wealth Management Intern

      - Market Research - Part of the pathway initiative program - Selected into the program with an acceptance rate less than 2%

    • JPMorganChase

      Oct 2022 - Nov 2022
      Case competition participant

      Collaborated with a team of three to develop a credit package for a dividend recapitalization scenario, earning Most Impactful Player by JPMorgan Judges and winning best overall presentation as a team beating out our entire class in recognitionBuilt a circular, three-statement financial model, including calculations for various covenant tests, credit facilities, collateral analysis, downside breakeven scenarios, and discounted cash flow analysis.Presented a loan proposal encompassing qualitative industry analysis, risk assessment, quantitative financial analysis, and loan structuring to the JP Morgan credit committee panelDue to my performance I was asked by my professor to student coach for the next two classes Show less

    • Protiviti

      Jan 2023 - Jan 2023
      Consulting Case Competition Participant

      Won 1st place out of the 10 group We Analyze a problem with a business's annual independent credit review. Then presented to 3 judges using problem-solving skills and solution-based research to help fix the issues this client was facing

    • Kroll

      Feb 2023 - Mar 2023
      Investment Banking competition participant

      Collaborated as part of a three-person team to create a comprehensive 50-page SIM (Sales Information Memorandum) deck, including client positioning strategies and full valuation metrics.Secured 3rd place in the competition and won the award for Best Presentation Pitch Deck.Earned MVP recognition from teammates, professors, and Kroll/Pfingsten professionals post-competition.Identified strategic and financial sponsor potential buyers, and recommended a market approach. Presented the pitch to senior investment banking and private equity professionals. (Worked on LBO & DCF) Show less

    • JPMorgan Chase & Co.

      Jun 2023 - Aug 2023
      MMBSI Commercial Banking Summer Analyst

      Performed in-depth industry, business, and financial research to support tailored credit solutions for companies within the $20-500 million revenue range.Strengthened knowledge of credit, treasury, and derivatives products by gaining exposure to these essential banking sectors.Demonstrated financial modeling expertise, enabling participation in a private equity sponsor-backed loan syndication transaction.Presented an HHN project that highlighted a new prospect for the bank, which was recognized for its outstanding group performance and strategic insights. Show less

    • Coleman Entrepreneurship Center at DePaul University

      Jan 2024 - Jun 2024
      Student Assistant
    • BMO

      Aug 2024 - now
      CADP at BMO

      Rotation program in (Financial Institution Group, Sponsor Fund Lending, Diversified Industry Group)

  • Licenses & Certifications

    • FMC Level 2 Certification

      Adventis
      Feb 2023
    • Investment Foundations® Certificate

      CFA Institute
      May 2023
      View certificate certificate
    • FMC Level 1 Certfication

      Adventis
      Nov 2022
    • Bloomberg Market Concepts

      Bloomberg LP
      Apr 2022
    • PowerPoint

      Wall Street Prep
      Nov 2022
      View certificate certificate
    • Securities Industry Essentials (SIE)

      FINRA
  • Honors & Awards

    • Awarded to Desna Shah
      Emerging Leaders in Finance Investment and Management Expendable Scholarship Lori holland Initiative for Women May 2023 For substantial emerging leaders in Finance
    • Awarded to Desna Shah
      Investment Banking - Mar 2023 Top 3 winners for investment banking Presented to two professional judges at Kroll
    • Awarded to Desna Shah
      Consulting Competition Protivti Feb 2023 Won the case competition
    • Awarded to Desna Shah
      Banking Credit Analysis - Nov 2022 • Won Best Presentation out of the 8 groups. Created a Loan Proposal in groups of 3 and then presented it to 2 professional judges at JPMorgan • Created a financial model to determine the creditworthiness of a business
    • Awarded to Desna Shah
      Dean List - Mar 2022
  • Volunteer Experience

    • Chair of Corporate Relations

      Issued by DePaul Females in Finance Initiative on Mar 2022
      DePaul Females in Finance InitiativeAssociated with Desna Shah
    • Member

      Issued by DePaul Inclusion in Finance on Sept 2021
      DePaul Inclusion in FinanceAssociated with Desna Shah
    • Member

      Issued by DePaul Females in Finance Initiative on Aug 2021
      DePaul Females in Finance InitiativeAssociated with Desna Shah
    • Chair of Event planning

      Issued by DePaul Student Finance Association Official on Dec 2021
      DePaul Student Finance Association OfficialAssociated with Desna Shah
    • Volunteer

      Issued by Feed My Starving Children on Jul 2018
      Feed My Starving ChildrenAssociated with Desna Shah
    • Volunteer

      Issued by Alfred Campanelli YMCA on Sept 2019
      Alfred Campanelli YMCAAssociated with Desna Shah