Bhaven Shah

Private Equity Analyst Intern

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Toronto, Ontario, Canada

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Timeline
About me
Equity Research Associate at RBC Capital Markets
Education
- Louise Arbour Secondary School
  2013 - 2017
  Ontario High School Diploma Business Administration and Management, General
- Schulich School of Business - York University
  2017 - 2022
  Bachelor of Business Administration - BBA Business Administration and Management, General
  Deans list Extracurricular Experience: York University Student Investment Fund - Co-President/Portfolio Manager York Finance Club - VP Operations Students Supporting United Health Network (SSUHN) - Second Year RepresentativeCompetition Experience: 1st Place - Canaccord Genuity Stock Pitch Competition - Undergraduate Finance Conference2nd Place - Morgan Stanley sponsored: Investors of Tomorrow Stock Pitch Competition3rd Place - Rotman Commerce Finance… Show more Deans list Extracurricular Experience: York University Student Investment Fund - Co-President/Portfolio Manager York Finance Club - VP Operations Students Supporting United Health Network (SSUHN) - Second Year RepresentativeCompetition Experience: 1st Place - Canaccord Genuity Stock Pitch Competition - Undergraduate Finance Conference2nd Place - Morgan Stanley sponsored: Investors of Tomorrow Stock Pitch Competition3rd Place - Rotman Commerce Finance Association Stock Pitch Competition Finalist - Sentry Investments and Cambridge Global Asset Management Stock Pitch Competition Finalist - Investors of Tomorrow National Stock Pitch Competition Top 12 - McKinsey & Company Consulting Case Competition Show less
Experience
- Red Oak Succession Capital
  Oct 2018 - Apr 2019
  Private Equity Analyst Intern
  Search Fund
- Caldwell Investment Management Ltd.
  May 2019 - Aug 2019
  Investment Summer Analyst
  Caldwell U.S Dividend Advantage Fund (CUSDAF)
- Burgundy Asset Management Ltd.
  Sept 2019 - Dec 2019
  Investment Analyst Intern
  U.S Large Cap Equities
- CI Global Asset Management
  Jun 2020 - Sept 2020
  Equity Research Summer Analyst
  Harbour Advisors - Healthcare and Industrial Coverage
- Burgundy Asset Management Ltd.
  Sept 2020 - Dec 2020
  Investment Analyst Intern
  U.S. Large Cap Equities
- RBC Capital Markets
  May 2021 - Aug 2021
  Global Markets Summer Analyst
  Equity Research
- RBC Capital Markets
  May 2022 - now
  Real Estate Equity Research
  - Equity Research Associate
    Jan 2023 - now
  - Analyst, Global Markets Program
    May 2022 - Dec 2022
Licenses & Certifications
- CFA Level 1
  CFA Institute
  Aug 2023
Volunteer Experience
- Senior Co-President/Portfolio Manager
  Issued by York University Student Investment Fund (YUSIF) on Jan 2018
  Associated with Bhaven Shah
- VP of Operations
  Issued by York Finance Club on Dec 2018
  Associated with Bhaven Shah