Yash Shah — Investment Analyst (Family Office) | CFA Level 3 Candidate | Public Equities • AIFs • PE • Startups · Mi Life Style Marketing Global Pvt Ltd.

Yash Shah — Investment Analyst (Family Office) | CFA Level 3 Candidate | Public Equities • AIFs • PE • Startups · Mi Life Style Marketing Global Pvt Ltd. · Mumbai, Maharashtra, India.

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About

At Billionz, I partner with the CIO to develop investment strategies and recommend strategic asset allocation changes across ₹600 Cr+ client assets. My role involves reviewing Investment Policy Statements to ensure alignment with client objectives and constructing diverse, multi-asset portfolios tailored to liquidity needs and risk tolerance.

With a Master's in Finance and Investment from Brunel University London and CFA Level 2 certification, I bring a strong foundation in DCF valuation, asset allocation, and portfolio management. My work reflects a commitment to delivering client-centric investment solutions and fostering long-term financial growth.

Experience

Senior AnalystCurrent
Billionz
Feb 2026 – Present
Partner directly with the CIO to originate investment ideas, debate portfolio positioning and recommend strategic asset allocation changes across ₹600 Cr+ of client assets. Review Investment Policy Statements across HNI, UHNI and corporate treasury mandates to ensure portfolio recommendations remain aligned with client objectives, liquidity requirements and investment constraints. Construct strategic asset allocations across equity, fixed income, REITs, InvITs, gold and alternatives for 15 client mandates, based on client objectives, liquidity needs, risk tolerance and investment horizon. Monitor multi-asset portfolios against strategic allocation, identifying tactical rebalancing opportunities arising from valuation changes, macroeconomic developments and evolving client objectives. Build long-term relationships with HNI, UHNI and corporate clients by understanding business dynamics, liquidity events, personal preferences and evolving financial objectives to improve investment suitability. Conduct 30+ client portfolio review meetings annually, assessing behavioural risk through scenario-based discussions to validate drawdown tolerance beyond traditional risk profiling before recommending allocation changes. Evaluate investment products against manager philosophy, process repeatability, downside protection, liquidity, concentration and risk controls, covering 30+ Mutual Funds, 10+ AIFs and 5 SIF strategies to determine client suitability. Engage directly with 10+ fund managers each quarter to assess investment philosophy, portfolio positioning, risk management framework and process repeatability before recommending manager selection. Track inflation, PMI, IIP, interest rates, currency movements, FII/DII flows and market valuations to support tactical asset allocation decisions.