Vaibhav Shah

About Vaibhav Shah

Self-driven and hard-working Investment Performance Analyst looking for up-scaling the analytical as well as technical skills and knowledge that offer professional as well organizational growth.I have specialized in equity research and completed my graduation in BBA.My specific areas of focus include-Designing and building new compliance rules, enhancing existing compliance coding, and investigating / troubleshooting potential breaches when needed- Participating in efficiency and improvement initiatives by providing ideas and suggestions on possible improvements to systems or processes- Provide independent checks on compliance with 1) client and fund guidelines, 2) regulatory limits, and 3) Internal control requirements- Strategic Projects – You’ll be part of a team that will be engaged in supporting firm-wide efforts to develop, integrate and launch new investment capabilities and align with evolving regulatory requirements worldwide- Client Engagement and Support – You will be part of and contribute to client engagement efforts which include certification reporting, due diligence reviews, and collaboration on integrating client-specific portfolio screens and risk controls- Governance and Executive Management – you will assist with quarterly board and committee/governance reporting and presentations as necessary- Breach Resolution – working with Operational Risk and the wider business towards breach resolution, for identifying and notifying relevant stakeholders and enhancing controls if necessary- Metrics – Working with the business to establish quantifiable and scalable metrics to assist with reporting requirements, also for identifying and driving efficiencies throughout the business.And the skillsSkills:• Strong communicator with the ability to multi-task and manage time-sensitive deadlines• Team orientated with collaboration mindset and ability to self-manage workloads• Attention to detail and technical mindset with a strong interest in the investment management industry• Dedicated approach to issue resolution• Good knowledge of Fixed Income, Equity, Derivative and Cash products.• Sound judgment, with a developed sense for risk identification, assessment, and management.

Experience

1. Associate

   Morgan Stanley

   Dec 2023 — Present · Mumbai, IN

Education

• Sinhgad Institute Of Management

  Bachelor of Business Administration, Finance, General

  2016 — 2019