Neel Shah

I’m a detail-oriented finance professional who recently completed an MSc in Finance from the University of Liverpool (ULMS Excellence Scholarship) and a First-Class BBA in Business Administration. My training strengthened my foundation in Portfolio Theory, Financial Econometrics, Derivatives, and International Finance, and I’m now pursuing CFA Level 1 alongside Bloomberg Market Concepts and BMC & ESG.

In UK wealth management as a Financial Paraplanner at A Squire Wealth Management, I built inflation-adjusted 10+ year forecasting reports using RPI and AEI assumptions, and developed 10–30-year growth scenarios tied to client retirement planning. I supported advisers with pension withdrawal strategy modelling (including lump sum crystallization, income drawdown planning, and lifetime allowance considerations), and improved outcomes through portfolio rebalancing—improving returns by 11% and reducing risk by 10–15%.

I also bring analytical and client-support experience from a Business Consultant internship at Blackmount Consultancy and a voluntary Junior Data Analyst role at NHS: Liverpool University Hospital, Aintree. I delivered market research and 3-year financial models showing 160% revenue growth, while producing performance and risk monitoring using engagement tracking and sentiment scoring across 13 implementations. In parallel, I developed Excel-based forecasting and cost-benefit frameworks, created executive summaries and visual dashboards, and helped streamline decision-making—reducing the planning cycle by 30%.