Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Hi, I’m

Jinay Shah

Philadelphia,Pennsylvania

Summary

Junior Management Information Systems major at Temple University's Fox School of Business, pursuing a BBA. Strong interest in finance, with skills in financial analysis, modeling, and portfolio management. Interned at Synergy Insurance Brokers Pvt Ltd, gaining hands-on experience in insurance & financial consulting. Seeking a 2025 internship in financial consulting/IB and eager to connect with recruiters for opportunities.

Overview

1
Certificate

Work History

Synergy Insurance

Intern
07.2024 - 08.2024

Job overview

  • Led project to analyze Synergy Insurance's tech capabilities, focusing on website/app UI, customer experience, and market share vs competitors in India
  • Researched market share and growth rates, revealing Synergy's 10% share vs competitors' 15% average
  • Developed strategic plan with recommendations to enhance tech and customer experience, projecting 15% market share increase in 3 years

Synergy Insurance Broking Services Pvt. Ltd.

Internship
06.2024 - 08.2024

Job overview

  • Led research framework and client consultations at Synergy Insurance Broking Services Pvt Ltd
  • Developed and presented project on digital insurance trends, projecting 30% sector growth over 5 years, informing strategic client engagement
  • Collaborated with cross-functional teams to create policy recommendations, improving compliance by 25% across client portfolios
  • Executed targeted marketing campaigns for digital insurance products, increasing client acquisition by 15% within 6 months
  • Company: Mumbai-based firm, serving 5,000+ clients, with $20M annual revenue in insurance broking industry

Education

Temple University – Fox School of Business
Philadelphia, PA

Bachelor of Business Administration from Management Information Systems
08.2024

University Overview

Skills

  • SAP Sales and Distribution
  • SAP Analytics Cloud
  • Finanical Analysis & Planning
  • Portfolio Management
  • Snowflake
  • ScrumMaster
  • PMP Project Management
  • Microsoft Word
  • Excel
  • Outlook
  • PowerPoint
  • OneNote

Certification

  • Bloomberg Financial Fundamental Course, 11,24
  • SAP Guide: The consultant’s secrets to master, Udemy, 03/24
  • Managing Teams, LinkedIn, 11/23
  • Building Your Team, LinkedIn, 11/23
  • Building Trust, LinkedIn, 11/23


Languages

English
Full Professional
Spanish
Limited Working
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Marathi
Elementary

Timeline

Intern
Synergy Insurance
07.2024 - 08.2024
Internship
Synergy Insurance Broking Services Pvt. Ltd.
06.2024 - 08.2024
Temple University – Fox School of Business
Bachelor of Business Administration from Management Information Systems
Jinay Shah
Help us improve Bold.pro

We love knowing who’s finding Bold.pro useful! Are you…?