Ishan Shah

Operations Associate

Mumbai, Maharashtra, India6 mos experience

Key Highlights

  • ACCA Level 1 certified with strong financial analysis skills
  • Hands-on experience in investment research and financial management
  • Pursuing MBA in Finance to enhance strategic capabilities
Stackforce AI infers this person is a Finance professional with expertise in investment research and financial analysis.

Contact

Skills

Core Skills

Industry ResearchPortfolio AnalysisAccounts Payable & Receivable

Other Skills

Analytical WritingRatio AnalysisClient CommunicationFinancial AccountingTime ManagementMicrosoft ExcelFinancial ModelingData InterpretationAttention to Detail

About

My journey in finance began with a Bachelor's degree in Management Studies, where I specialized in finance and discovered a strong interest in financial markets. Driven by a passion for continuous learning, I successfully cleared ACCA Level 1, gaining in-depth knowledge of financial statement analysis, financial management, and International Financial Reporting Standards (IFRS). These milestones have laid a solid foundation in core financial concepts and enhanced my analytical capabilities. Currently, I am pursuing an MBA in Finance at Atlas Skilltech University. During my six-month tenure as a Finance Associate at Cointab, I gained practical experience in managing payables, ensuring timely client payments, and maintaining accurate financial records. In addition, I hold NISM certifications along with credentials in personal finance and advanced Excel, equipping me with the skills to efficiently analyze financial data and optimize processes. As I look ahead, I aim to build a career in a dynamic finance role where I can leverage my expertise in investment research, financial planning, and risk management. I remain dedicated to continuous learning and development and am actively seeking opportunities to contribute to an organization’s growth while further advancing my professional journey in finance.

Experience

6 mos
Total Experience
6 mos
Average Tenure
--
Current Experience

Futurus

Finance Intern

Jul 2025Aug 2025 · 1 mo · Remote

  • Developed and authored investment one-pagers and industry research reports on global firms like Rolls Royce, evaluating business models, key financial metrics, and strategic developments.
  • Conducted and compiled 20+ detailed company and sector profiles for B2B clients, supporting investment evaluation and strategic decision-making.
  • Reviewed and validated all deliverables for accuracy and consistency, earning recognition from the founder for analytical precision
Industry ResearchAnalytical Writing

Investza

Research Analyst Intern

Mar 2025Jun 2025 · 3 mos · Mumbai, Maharashtra, India · On-site

  • Developed and presented mutual fund pitch decks to clients with the Vice President, analyzing fund performance, asset allocation, and suitability.
  • Collaborated with the CEO to design and evaluate a model portfolio of 6-8 equity mutual funds and conducted market research featured on NDTV Profit.
  • Authored and curated podcast scripts and discussion briefs for episodes featuring top mutual fund executives.
Portfolio AnalysisRatio Analysis

Cointab

Finance Associate

Jan 2024Jul 2024 · 6 mos · Mumbai, Maharashtra, India · On-site

  • Managed utility, vendor, and service provider's payables
  • Generated and issued invoices to more than 50 clients ensuring accurate and prompt billing.
  • Ensured all clients remain informed of their outstanding. debts and due dates
  • Followed-up with client for payment and reduced recievable days by 25%
  • Worked with internal technical teams for resolving any deliverable related payment hold-ups.
  • Managed the status of more than 50 accounts and balances, ensuring accurate tracking of receivables.
  • Ensured compliance with accounting policies and regulatory requirements
  • Ensured timely reporting of all monthly financial information maintaining 100% audit compliance,
  • Coordinated with the company's CA and completed monthly, quarterly and annual closures & audits
Accounts Payable & ReceivableClient Communication

Education

ATLAS SkillTech University

Master of Business Administration - MBA

Aug 2024Present

ACCA

Professional Degree — Accounting and Finance

Apr 2021Present

KES Shroff College

BMS

Sep 2020Apr 2023

KES Shroff College

HSC

Jul 2018Mar 2020

St. Joseph's High School

SSC

Mar 2018Present

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