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MONIL ATUL SHAH

Corporate Banker

Professional Experience

2023 NovPresent

Corporate Banking Associate

JP Morgan Chase & Co.
  • Conducted thorough financial analyses for clients' businesses, evaluating creditworthiness and identifying associated financial risks.
  • Prepared credit proposals and delivered recommendations to senior management, actively monitoring and managing credit risks within client portfolios.
  • Successfully managed a diverse portfolio of high-profile clients, overseeing banking and accounting services tailored to meet their unique financial needs.
  • Developed strong relationships with corporate clients, understanding their financial goals and providing tailored financial solutions.
  • Monitored and managed risks associated with client relationships and transactions
  • Kept abreast of industry regulations, financial products, and market trends, actively participating in training programs to enhance skills and knowledge.
2023 Oct2023 Apr

Senior Financial Analyst

Milkyway X
  • Leveraged Advanced Excel and Python for data analysis, resulting in a 10% tax savings.
  • Raised $150,000 in angel investment, pivotal for entry into UC Berkeley Launch Accelerator.
  • Proficient in financials using Microsoft Office and  collaboration tools like Slack and Jira.
  • Applied technical skills in Python, Jupyter Notebook, and SQL for financial modeling 
  • Demonstrated leadership through small-scale financial projects, collaboration, and process improvement initiatives.
2022 Oct2023 March

Financial Analyst Intern

Milkyway X
  • Utilized financial software tools for monitoring fund investments and collaborated with executives on planning procedures.
  • Applied strategic analytical software like Excel and Python in value generation.
  • Improved reporting and operational procedures through collaboration with cross-functional teams and software platforms (Slack, Asana, Jira).
  • Managed financial budget using QuickBooks and Xero, for financial strategy plans.
  • Demonstrated effective communication and time management skills through presenting complex financial analysis and meeting project deadlines

Education

2022 Sept2023 June

Double degree Master's in Finance

University of California, Los Angeles
2021 Sept2022 June

Masters in Management(Majors Financial Markets)

Grande Ecole at Audencia Business School
2015 June2019-July

Bachelor of Automobile Engineering

Mumbai University

Projects

  • Advanced Financial Analysis Report:Prepared a complete credit analysis for LVMH, along with ESG.
  • Portfolio management Report:Built a portfolio by selecting the appropriate stock mix from the MSCI index.
  • Valuation report: Prepared a comprehensive valuation analysis for five companies AIR FRANCE KLM, ELECTRICITE DE FRANCE, LVMH, TUI AG, and WELLS FARGO, along with forecasted prices.
  • Derivatives Report: Identified NYSE-traded US stock, IBM, with at least one call and one put option outstanding using  the binomial model, the black-scholes model, and the Monte Carlo simulation.
  • Detection of pedestrians and vehicles using artificial intelligence and Python language (B.E. Project)