Swati Shah

Swati Shah


Enjoy reading Business news, volunteering in the community, and being physically active


  • Able to communicate in French; received Bilingual Certificate in French
  • Able to lead, work effectively as part of a team,  and maintain relationships demonstrated as Project Manager of campus club
  • Proficient with MS Office for creation of presentations, spreadsheets, and reports
  • Detail-oriented with proven ability to work with minimal supervision


To obtain a position in finance where I can utilize my investment knowledge gained from Finance studies as well as analytical, teamwork, and communication skills gained from previous volunteer and work experiences.

Work experience

Work experience
Sep 2008 - Dec 2008

Business Analyst

Aviva Canada
  • Conducted research to determine market trends in the housing and insurance industry                           
  • Designed monthly and quarterly reports on Microsoft Excel and Access used by various departments
  • Prepared detailed training material for future co-op students
  • Compared competitor’s premium rates against Aviva Canada’s premium rates using data obtained from Compu-Quote and produced a report showing my results
  • Analyzed areas in Ontario and Quebec using data obtained from Compu-Quote and presented my recommendation on which areas to target
Jan 2008 - Apr 2008

Financial Analyst

American Express Canada
  • Designed and analyzed an Investment Optimization Summary model and presented my model to Senior Management
  • Created graphs showing the amount and percentage of new accounts acquired in 2007 and 2008
  • Analyzed and interpreted financial data from Canada Blue Sky product model
  • Created and updated financial models and templates for presentations
Apr 2007 - Aug 2007

Accounting Assistant

Trimark Sportswear Group Inc.
  • Analyzed website activity from Google Analytics and presented my findings to the Marketing Manager
  • Collected & analyzed the results from a survey sent to customers and presented my findings to the Marketing Manager
  • Maintained and updated prospective customer database to target those customers by distributing promotional items
May 2006 - Aug 2006

Document Specialist and Accounting Clerk

  • Entered overdraft, line of credit, student loan and loan, fire and life insurance documents into Scotiabank’s Document System
  • Provided training to new summer students
  • Investigated documents which had incomplete client information
  • Completed a project of updating Scotiabank’s system with new client information from National Bank of Greece





Chartered Financial Analyst Candidate for Level 1

CFA Institute