Dhrumil Shah

I am a finance graduate with a keen eye for detail and four years of experience in portfolio management and equity research. My proficiency in financial modeling, customer service, and inventory management allows me to utilize strong analytical skills to drive investment insights and operational efficiency. I am eager to leverage my expertise in a dynamic finance role, contributing to strategic decision-making and portfolio optimization.

In my role as a Finance Operations Supervisor at M.J Exmore Inc., I streamlined financial operations managing a $2.5M turnover while implementing data-driven cash management protocols that reduced processing time and enhanced accuracy. I orchestrated daily cash reconciliation, minimizing discrepancies and maintaining accuracy. Additionally, I developed a comprehensive inventory tracking system, optimizing stock levels and improving supplier relationship management.

As an Equity Research Analyst at Salisbury University, I managed a $1.3M portfolio, optimizing investment strategies for measurable growth. I conducted macroeconomic analyses to inform strategic investment decisions and collaborated on research in Communication Services and Utilities, enhancing sector insights. My ability to execute financial modeling and identify market trends has driven portfolio optimization and strengthened investment thesis presentations.