Urja Shah
Associate at BlueFort Financial- Claim this Profile
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English Full professional proficiency
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Gujarati -
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Hindi -
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French Limited working proficiency
Topline Score
Bio
Siddhanth Jain
I've had the pleasure of working Urja for over two years when she was part of our team at BlueFort Financial. She was one of the first people to join the team and took no time in taking over several responsibilities. From portfolio analytics, making financial plans, business development, to operational issues; Urja was able to handle it with ease. The best thing about working with her is her attitude. She is versatile, selfless and extremely positive. There was no work beneath her and few people have such 'I can do it all' attitude. Urja was a huge reason for our early growth and we're truly grateful to have had her.
Siddhanth Jain
I've had the pleasure of working Urja for over two years when she was part of our team at BlueFort Financial. She was one of the first people to join the team and took no time in taking over several responsibilities. From portfolio analytics, making financial plans, business development, to operational issues; Urja was able to handle it with ease. The best thing about working with her is her attitude. She is versatile, selfless and extremely positive. There was no work beneath her and few people have such 'I can do it all' attitude. Urja was a huge reason for our early growth and we're truly grateful to have had her.
Siddhanth Jain
I've had the pleasure of working Urja for over two years when she was part of our team at BlueFort Financial. She was one of the first people to join the team and took no time in taking over several responsibilities. From portfolio analytics, making financial plans, business development, to operational issues; Urja was able to handle it with ease. The best thing about working with her is her attitude. She is versatile, selfless and extremely positive. There was no work beneath her and few people have such 'I can do it all' attitude. Urja was a huge reason for our early growth and we're truly grateful to have had her.
Siddhanth Jain
I've had the pleasure of working Urja for over two years when she was part of our team at BlueFort Financial. She was one of the first people to join the team and took no time in taking over several responsibilities. From portfolio analytics, making financial plans, business development, to operational issues; Urja was able to handle it with ease. The best thing about working with her is her attitude. She is versatile, selfless and extremely positive. There was no work beneath her and few people have such 'I can do it all' attitude. Urja was a huge reason for our early growth and we're truly grateful to have had her.
Credentials
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CFA LEVEL 2
CFA InstituteApr, 2022- Nov, 2024 -
CFA LEVEL 1
CFA InstituteApr, 2021- Nov, 2024 -
Investment Strategies and Portfolio Analysis
Rice UniversityAug, 2020- Nov, 2024 -
Financial Markets By Yale University
Yale UniversityAug, 2019- Nov, 2024
Experience
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BlueFort Financial
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India
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Investment Management
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1 - 100 Employee
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Associate
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Jan 2023 - May 2023
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Financial Analyst
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Oct 2021 - Dec 2022
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KAPSO - India's Leading Business Brokers
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India
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Financial Services
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1 - 100 Employee
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Investment Analyst
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Aug 2021 - Sep 2021
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Pareto Capital
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India
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Financial Services
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1 - 100 Employee
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Investment Banking
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Mar 2021 - Jul 2021
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Education
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2023 - 2024
Northeastern University
Masters of Science, Quantitative Finance -
2018 - 2021
SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
Bachelor of Business Administration - BBA, Finance -
Narsee Monjee College of Commerce and Economics
HSC, Commerce -
Maneckji Cooper Education Trust School - Juhu
ICSE
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