
Kashish Shah
Finance Management Trainee

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About me
Senior Associate at Morgan Stanley
Education

Chetana's R. K. Institute of Management & Research
2017 - 2019MBA - Master of Business Administration Finance
Experience

Quantum Global Securities Ltd.
May 2018 - Jun 2018Finance Management TraineeInternship Project :- Technical Analysis of IT Sector For Investment In Equities For Individual InvestorsProfile at Internship :- Acquired knowledge in Equity and Derivative market.Perceived the Fundamental and Technical Analysis of Stock Market.Business Development – Building relationship with retail clients and making awareness of financial products.

MeritGroup
Feb 2019 - Apr 2019InternshipI was part of a team were we compute the capital and sustainable expenditure incurred by the company with the help of financial statements. Undergo counter-party research such as company background, Management, Business, Operations and Financials of the company.

ICICI Securities
May 2019 - Aug 2019Equity AdvisorI was part of Active Trade Service Team where we handle clients and provide advisory services at Individual levels and also manage their portfolio and risk in various positions.

SS&C GlobeOp
Oct 2019 - Nov 2021Senior Associate
Oct 2020 - Nov 2021Associate
Oct 2019 - Sept 2020

Morgan Stanley
Nov 2021 - nowSenior Associate
Jan 2024 - nowAssociate
Nov 2021 - Jan 2024
Licenses & Certifications
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Nism series VIII: Equity Derivatives
National Institute of Securities Markets (NISM).webp)
Nism series XV: Research Analyst
National Institute of Securities Markets (NISM)
Financial Modeling & Advance Excel Program
FinShiksha
Volunteer Experience
Volunteer
Issued by Radio City India on Oct 2017
Associated with Kashish ShahVolunteer
Issued by Fulora Foundation on Oct 2017
Associated with Kashish Shah
Languages
- enEnglish
- hiHindi
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