Nikhil Shah, CFA

Multimanager analyst at BP PENSION TRUSTEES LIMITED
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Contact Information
us****@****om
(386) 825-5501
Location
UK
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Credentials

  • CFA Charterholder
    CFA Institute
    Nov, 2015
    - Sep, 2024

Experience

  • BP PENSION TRUSTEES LIMITED
    • United Kingdom
    • Insurance
    • 1 - 100 Employee
    • Multimanager analyst
      • Sep 2022 - Present

    • Investment Risk
      • Jan 2019 - Feb 2023

  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • UBS Delta
      • Jul 2015 - Jan 2019
  • Wittenborg Capital LLP
    • United Kingdom
    • Financial Services
    • Associate
      • Oct 2014 - Jun 2015
  • Bloomberg LP
    • United States
    • Financial Services
    • 700 & Above Employee
    • Analytics
      • Jul 2012 - Sep 2014
  • AXA Investment Managers
    • France
    • Financial Services
    • 700 & Above Employee
    • Portfolio Analyst
      • Sep 2010 - Sep 2011

      • Portfolio analytics and performance analysis of equity funds • Harmonising analytic tools and data sets between London and Paris funds • Assisting fund manager and distribution team ad-hoc queries • Streamlining procedures to improve efficiency and assisting with team trainings • Portfolio analytics and performance analysis of equity funds • Harmonising analytic tools and data sets between London and Paris funds • Assisting fund manager and distribution team ad-hoc queries • Streamlining procedures to improve efficiency and assisting with team trainings

  • Schroders
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Intern in the Private Bank
      • Jun 2010 - Aug 2010

      • Responsible for creating a more consistent and efficient approach to obtaining and presenting fundamental data on various asset classes • Acquired knowledge on private banking, asset allocation and portfolio construction • Report writing on fund and asset class performance • Responsible for creating a more consistent and efficient approach to obtaining and presenting fundamental data on various asset classes • Acquired knowledge on private banking, asset allocation and portfolio construction • Report writing on fund and asset class performance

  • Flemmings Financial Services
    • United States
    • Insurance
    • Intern
      • Jul 2009 - Sep 2009

      • Assisting the financial team in financial planning for clients • Learning about various financial and investment products suitable for individuals • Addressing client concerns and updating portfolios • Assisting the financial team in financial planning for clients • Learning about various financial and investment products suitable for individuals • Addressing client concerns and updating portfolios

Education

  • Cass Business School
    BSc (Hons) Investment and Financial Risk Management, Investments and Securities
    2008 - 2012

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