Bhaven Shah

Bhaven Shah

Private Equity Analyst Intern

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location of Bhaven ShahToronto, 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
      York University Student Investment Fund (YUSIF)Associated with Bhaven Shah
    • VP of Operations

      Issued by York Finance Club on Dec 2018
      York Finance ClubAssociated with Bhaven Shah