Jitiksha Shah

Experience

• 

  TresVista

  Sept 2016 - Oct 2020

  • Managed 4 major client contracts based in the United States and expanded existing clients into additional full-time equivalent agreements • Obtained client retention rate of 100% and average feedback response of 4.8/5 over the LTM• Trained a team of 4 analysts with 0% attrition and 2 internal promotions and improved their efficiency by 30%• Mentored 3 new hires and increased their efficiency by 60% on client deliverables, projects, and work pipelines; helped with professional development, skillset building, and client relationship handling Show less • Attended a 3-week comprehensive, intense training program on GAAP Accounting, Public and Acquisition Comparable Analysis, Financial Modelling, and M&A deep-dive• Evaluated investment viability, conducting due diligence, investment research, SWOT & transaction comparable on numerous deals presented to CEOs and partners of Private Equity and Investment Banks• Conducted research for the healthcare, technology, and consumer sectors by understanding and identifying macroeconomic indicators and industry trends like KPIs, key competitors, and valuation• Built 20+ financial models for PE clients, including Budget, Discounted Cash Flow, Relative valuation, Leveraged Buyout, and provided flexibility with valuation and sensitivity analysis• Operated deliverables relating to end-to-end deal cycle, including Investor Relations (Fund Raising / Marketing), Business Development and Deal Flow, Deal Execution (Due Diligence / Valuation) and Portfolio Management Show less

  • Financial Associate

    Jul 2018 - Oct 2020

  • Financial Analyst

    Sept 2016 - Jun 2018
• 

  Evalueserve

  Oct 2020 - now

  • Provided offshore research support on EEMEA market to the Equity Research Strategy team of a leading global financial services firm with an AUM of $1.3 trillion based out in United Kingdom, working with the Executive Director, Head & Vice President • Primarily responsible for Saudi Arabia and UAE markets within EEMEA• Collated research on Saudi Arabia's demographics, ongoing giga projects, social and macro reforms, privatization plans, supporting the research team to publish a BluePaper• Analyzed 125+ stocks representing 80%+ MSCI index to put together Global Exposure Guide; quantified revenue by country, provided stock screens, top 25 stocks on themes like revenue exposure to Europe & Asia • Received positive client feedback with an average rating of 4.5/5 consistently over 3 years Show less • Analyzed ESG impact on EEMEA market returns for 300+ companies; formed combined ranking, segregated top and bottom quartile, and found a strong governance link in the commodities sector using Excel, Bloomberg, etc. • Created a tracker using multiple databases to analyze quarterly earnings and market reactions to surprises for 150+ stocks that were used to create a report by the team, which is now a product for client• Developed dashboards independently using databases to track FDI trends across geographies, country valuation, and earnings forecasts for a basket of 300+ stocks in 11 countries across various sectors• Obtained exposure to all facets of Equity Strategy, including index research, back-testing, screeners, statistical analysis, portfolio performance and analytics, and macro-economic data analysis• Automated large files to optimize their use and reduced the time taken to update by 50% Show less

  • Research Lead

    Jan 2023 - now

  • Senior Research Associate

    Oct 2020 - Dec 2022