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Chirag ShahCS
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Chirag Shah

@chiragshah1

I build reliable portfolio data integrations and scalable client onboarding operations for financial platforms.

India
Message

What I'm looking for

I'm looking to continue building scalable financial data integration and onboarding operations, partnering with engineering, product, and data teams to improve data quality, workflows, and client delivery.

At Arcana, I analyze and onboard multi-source portfolio data into a modern financial data integration platform, resolving data-quality issues and improving delivery workflows. As the third member of Integrations, I created SOPs, hired and onboarded 20+ team members, and scaled the team to manage end-to-end client delivery independently.

Previously, I founded Addepar Pune's Portfolio Data Operations team, building a 15+ person team and improving the reliability of portfolio and aggregator data feeds with engineering partners. At J.P. Morgan Chase, I led a team of 10, increased productivity by 15%, delivered $4M in savings through system and data improvements, and built Tableau dashboards.

My background also includes investment and portfolio compliance at State Street and Oracle Financial Services, covering regulatory reporting, client mandates, SEC and UCITS requirements, and a $500 million investment portfolio. I bring 10+ years of experience translating complex financial data into reliable, actionable solutions.

Experience

Work history, roles, and key accomplishments

AR
Current

Portfolio Data Lead

Arcana

Dec 2024 - Present (1 year 8 months)

Joined as the third member of the Integrations function, designed and implemented SOPs, led hiring and onboarding for 20+ hires, and scaled the team to independently manage end-to-end client delivery. Analyzes and onboards portfolio data from multiple client and third-party sources into Arcana's data integration platform.

Education

Degrees, certifications, and relevant coursework

Mumbai University logoMU

Mumbai University

Bachelor of Accounting and Finance, Accounting and Finance

2012 - 2015

Bachelor of Accounting and Finance degree from Mumbai University, with a focus on accounting and finance.

Tech stack

Software and tools used professionally

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