Shaily Panwar

I’m a finance-focused professional with hands-on experience across private wealth management, global treaty finance, and client accounting support through co-op roles. I use rigorous analysis to improve decision-making, accuracy, and client satisfaction.

At Goldman Sachs, I executed 3 portfolio transition projects by analyzing holdings and anticipated asset allocation, and I implemented tax loss harvesting post transition to support client satisfaction. I also optimized 10 Saleforce client campaigns with 800+ propects using A/B testing to achieve a 100% delivery rate, and I assessed target duration of 200+ funds using Bloomberg to maintain client exposure.

At Chubb Limited, I summarized 80+ Large Claim Summaries (LCS) using Excel claim metrices and drafted 80+ Notice of Loss items to clear backlog with 100% accuracy. I collaborated with global officers to address international claims across clash treaties and compiled notices effectively.

I bring an analytics mindset beyond finance, building an inventory management application in Oracle Apex with dashboard pages and debugging to improve performance. I’ve also mapped consumer research results in Qualtrics and used Microsoft Excel and R for data-driven insights—always aiming to turn information into clear, actionable recommendations.