
Desna Shah
Sales Associate

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About me
Analyst at BMO
Education

James B Conant High School
2016 - 2020High School DiplomaActivities and Societies: Student Council, Principal Advisory Board and Senior P.E Leader, gymnastics, Dance

DePaul University
2021 - 2024Bachelor's degree Finance major and Accounting minor AlumActivities 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 - 2023Distinguished Keeley Scholar Finance, GeneralSelected 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 - 2021Freshmen
Experience

Old Navy
Sept 2019 - Nov 2019Sales 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 2021Crew 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 2024Chair of Corporate Relations
Mar 2022 - Jan 2024Leadership Prep Program Participant
Dec 2021 - Mar 2022

Fifth Third Bank
May 2022 - May 2022Debt 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 2022Wealth 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 2022Case competition participantCollaborated 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 2023Consulting Case Competition ParticipantWon 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 2023Investment Banking competition participantCollaborated 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 2023MMBSI Commercial Banking Summer AnalystPerformed 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 2024Student Assistant
BMO
Aug 2024 - nowCADP at BMORotation program in (Financial Institution Group, Sponsor Fund Lending, Diversified Industry Group)
Licenses & Certifications

FMC Level 2 Certification
AdventisFeb 2023- View certificate

Investment Foundations® Certificate
CFA InstituteMay 2023 
FMC Level 1 Certfication
AdventisNov 2022
Bloomberg Market Concepts
Bloomberg LPApr 2022- View certificate

PowerPoint
Wall Street PrepNov 2022 
Securities Industry Essentials (SIE)
FINRA
Honors & Awards
- Awarded to Desna ShahEmerging Leaders in Finance Investment and Management Expendable Scholarship Lori holland Initiative for Women May 2023 For substantial emerging leaders in Finance
- Awarded to Desna ShahInvestment Banking - Mar 2023 Top 3 winners for investment banking Presented to two professional judges at Kroll
- Awarded to Desna ShahConsulting Competition Protivti Feb 2023 Won the case competition
- Awarded to Desna ShahBanking 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 ShahDean List - Mar 2022
Volunteer Experience
Chair of Corporate Relations
Issued by DePaul Females in Finance Initiative on Mar 2022
Associated with Desna ShahMember
Issued by DePaul Inclusion in Finance on Sept 2021
Associated with Desna ShahMember
Issued by DePaul Females in Finance Initiative on Aug 2021
Associated with Desna ShahChair of Event planning
Issued by DePaul Student Finance Association Official on Dec 2021
Associated with Desna ShahVolunteer
Issued by Feed My Starving Children on Jul 2018
Associated with Desna ShahVolunteer
Issued by Alfred Campanelli YMCA on Sept 2019
Associated with Desna Shah
Languages
- enEnglish
- guGujarati
- spSpanish
- hiHindi
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