Devanshu Shah

Experience

1. Research Product Senior Associate

   Citi

   Jan 2023 — Present · Mumbai, IN

   Owned end-to-end client interaction reporting framework, tracking emails, calls, meetings, and corporate access across global regions.• Designed and implemented KPI metrics to measure analyst-client engagement, supporting senior management decision-making.• Analyzed large-scale interaction datasets to identify trends, gaps, and efficiency opportunities, delivering actionable insights to leadership.• Built and maintained automated dashboards and MIS reports, improving reporting accuracy and reducing manual effort.• Automated recurring reports and data transformations using Python and advanced Excel, significantly improving turnaround time.• Partnered with technology, sales, and research teams to resolve data issues and enhance reporting logic.• Led data validation and quality checks, eliminating duplicate records and incorrect durations in client interaction data.• Identified and implemented process improvements through automation and system integration, enhancing operational efficiency.

Education

• University of Mumbai

  Bachelor of Commerce (BCom) accounting and finance, Accounting and Finance

  2011 — 2014

Skills

• Management