Henisha Shah

Senior Research Analyst at Jericho Ventures Private Limited
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Contact Information
us****@****om
(386) 825-5501
Location
Mumbai, IN

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Credentials

  • CFA Level 2 Program
    CFA Institute
    Jul, 2023
    - Nov, 2024
  • NISM Series XXI-A Portfolio Management Services (PMS) Distributors Certification Examination
    National Institute of Securities Markets (NISM)
    Apr, 2023
    - Nov, 2024
  • NISM Series XIX-A: Alternative Investment Funds (Category I and II) Distributors Certification Examination
    National Institute of Securities Markets (NISM)
    Mar, 2023
    - Nov, 2024
  • NISM Series XIX-B: Alternative Investment Funds (Category III) Distributors Certification Examination
    National Institute of Securities Markets (NISM)
    Mar, 2023
    - Nov, 2024
  • Series VA - Mutual Fund Distributors Certification
    National Institute of Securities Markets (NISM)
    Feb, 2023
    - Nov, 2024
  • Series XV - Research Analyst Certification Examination
    National Institute of Securities Markets (NISM)
    Feb, 2023
    - Nov, 2024
  • Cfa Level 1 program
    CFA Institute

Experience

  • Jericho Ventures Private Limited
    • India
    • Financial Services
    • 1 - 100 Employee
    • Senior Research Analyst
      • Jan 2023 - Present

      Alternative Investments Alternative Investments

  • Credit Suisse
    • Switzerland
    • Banking
    • 700 & Above Employee
    • Business Analyst
      • May 2021 - Jan 2023

      Cash Equities Segment - Prime Services - Investment Banking Division  Prepared periodic MI and business packs for front office meetings of senior management and desk heads  Closely aligned with onshore COOs to implement strategic projects and transition new work  Independently ran the cost reallocation exercise for Securities lending business  Ensured compliance of internal trade policies and built operational risk controls  Regulatory reporting  Performed analysis… Show more Cash Equities Segment - Prime Services - Investment Banking Division  Prepared periodic MI and business packs for front office meetings of senior management and desk heads  Closely aligned with onshore COOs to implement strategic projects and transition new work  Independently ran the cost reallocation exercise for Securities lending business  Ensured compliance of internal trade policies and built operational risk controls  Regulatory reporting  Performed analysis of revenues, expenses, profitability metrics and trends Show less Cash Equities Segment - Prime Services - Investment Banking Division  Prepared periodic MI and business packs for front office meetings of senior management and desk heads  Closely aligned with onshore COOs to implement strategic projects and transition new work  Independently ran the cost reallocation exercise for Securities lending business  Ensured compliance of internal trade policies and built operational risk controls  Regulatory reporting  Performed analysis… Show more Cash Equities Segment - Prime Services - Investment Banking Division  Prepared periodic MI and business packs for front office meetings of senior management and desk heads  Closely aligned with onshore COOs to implement strategic projects and transition new work  Independently ran the cost reallocation exercise for Securities lending business  Ensured compliance of internal trade policies and built operational risk controls  Regulatory reporting  Performed analysis of revenues, expenses, profitability metrics and trends Show less

  • Desai Haribhakti & Co., Chartered Accountants
    • India
    • Business Consulting and Services
    • 200 - 300 Employee
    • Tax Intern
      • Aug 2017 - Aug 2020

      Worked in all three Domains of Direct Taxation- Compliance, Advisory and Litigation. Summary of articleship experience:  Played an Instrumental role in the Comprehensive Cooperative Tax Review of a renowned financial services group involving 16 companies leading to huge tax optimisation opportunities.  Performed Tax Audit and related compliance requirements of a listed cement company.  Drafted assessment replies and written submissions.  Appeared for hearings before the… Show more Worked in all three Domains of Direct Taxation- Compliance, Advisory and Litigation. Summary of articleship experience:  Played an Instrumental role in the Comprehensive Cooperative Tax Review of a renowned financial services group involving 16 companies leading to huge tax optimisation opportunities.  Performed Tax Audit and related compliance requirements of a listed cement company.  Drafted assessment replies and written submissions.  Appeared for hearings before the Assessing officer ,CIT(A) and ITAT Show less Worked in all three Domains of Direct Taxation- Compliance, Advisory and Litigation. Summary of articleship experience:  Played an Instrumental role in the Comprehensive Cooperative Tax Review of a renowned financial services group involving 16 companies leading to huge tax optimisation opportunities.  Performed Tax Audit and related compliance requirements of a listed cement company.  Drafted assessment replies and written submissions.  Appeared for hearings before the… Show more Worked in all three Domains of Direct Taxation- Compliance, Advisory and Litigation. Summary of articleship experience:  Played an Instrumental role in the Comprehensive Cooperative Tax Review of a renowned financial services group involving 16 companies leading to huge tax optimisation opportunities.  Performed Tax Audit and related compliance requirements of a listed cement company.  Drafted assessment replies and written submissions.  Appeared for hearings before the Assessing officer ,CIT(A) and ITAT Show less

Education

  • The Institute of Chartered Accountants of India
    CA, Taxation, Finance
    2016 - 2020
  • Narsee Monjee College of Commerce and Economics
    Bachelor of Commerce - BCom, Accounting and Finance
    2014 - 2019
  • St. Johns Universal School
    X : 91.83%
  • University of Mumbai
    MCom, Accounting and Finance

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