Harsh Shah

Chartered Accountant | CFA | Research Analyst: Marcellus Investment Managers
/ Mentor / Harsh Shah

About me

Harsh Shah is a highly qualified professional with a Bachelor's in Commerce from Narsee Monjee College, a Chartered Accountant certification from ICAI, and a Chartered Financial Analyst designation from the CFA Institute. With a diverse educational background, Harsh possesses a unique blend of financial expertise and analytical skills. He excels in attention to detail, critical thinking, problem-solving, and has a strong foundation in research and data analysis. Currently working as a Research Analyst at Marcellus Investment Managers, Harsh's role involves recommending stocks to fund managers and the Chief Investment Officer to enhance client wealth through insightful investment decisions. Apart from his professional accomplishments, Harsh enjoys activities like yoga or meditation, cycling, hiking, playing sports, and watching movies in his leisure time, showcasing his holistic approach to maintaining a balanced lifestyle alongside his successful career.

Strengths

Attention to detail

Analytical skills

Critical thinking

Leadership

Problem solving

Research

Public speaking

Data analysis

Communication skills

Weaknesses

Trouble with confrontation

Difficulty saying no

Physics

Chemistry

Likes

Yoga or meditation

Cycling

Going hiking or camping

Playing sports

Watching movies

Dislikes

Inequality

Injustice

Hypocrisy

Ratings & Feedbacks

Aadhira Challakad

Qualifications

Narsee Monjee College of Commerce & Economics

Graduate(UG)

Bachelors in Commerce

2012-07-01 - 2017-05-31

Percentage/Grade: A

Institute of Chartered Accountants of India

Professional Degree

Chartered Accountant

2014-07-01 - 2018-07-31

Percentage/Grade: 481

CFA Institute, USA

Professional Degree

Chartered Financial Analyst

2016-07-01 - 2019-07-31

Percentage/Grade: >90 percentile

Experiences

Marcellus Investment Managers

Research Analyst

01/07/19 - 01/07/24

Being a Research Analyst at Marcellus, my primary responsibility is to recommend Stocks to the Fund Managers and CIO which can compound client's wealth.

ValueX Advisors LLP

Research Associate

01/10/18 - 01/05/19

As a research associate by roles included conducting studies, data analysis, reporting and documentation and project management.

Ekvity Ventures LLP

Research Associate

01/09/16 - 01/08/18

As an research associate I tried to strive long term superior returns to the clients by guiding investments through the Indian Financial Markets.

Delloite

Article Assistant

01/09/15 - 01/08/16

As an article assistant at Delloite my role included Audit compliance, Data analysis, research reporting and execution of audit.