Mo Shah

Mo Shah

Investment Banking Analyst @ Jefferies

About Mo Shah

Mo Shah is an Investment Banking Analyst at Jefferies with over 22 years of experience in investment management, holding various roles from Corporate Actions to Fixed Income Operations.

Current Role at Jefferies

Mo Shah currently serves as an Investment Banking Analyst and Assistant Vice President at Jefferies in London, United Kingdom. He has been with the firm for over two decades. Jefferies is renowned for its comprehensive financial services, including investment banking, asset management, and direct investing. As an Investment Banking Analyst, Mo Shah's responsibilities include financial analysis, valuation, and support in the execution of transactions such as mergers and acquisitions. In his role as Assistant Vice President, he likely oversees a team and contributes to strategic decision-making processes.

Previous Experience at JPMorgan Chase & Co.

Before joining Jefferies, Mo Shah worked at JPMorgan Chase & Co. as a Corporate Actions Analyst from 1998 to 1999 in London, United Kingdom. During his time there, he was involved in the processing and management of corporate actions like dividends, mergers, and acquisitions. JPMorgan Chase & Co. is a multinational investment bank known for providing a wide range of financial services. His work contributed to the accurate and timely execution of corporate events which is crucial for the firm's investment and asset management branches.

Roles at Lloyds Bank and Rathbone Brothers Plc

In 1998, Mo Shah held positions at both Lloyds Bank and Rathbone Brothers Plc. As a Corporate Dividends Analyst at Lloyds Bank for seven months, he handled the processing of dividend payments and related financial activities. At Rathbone Brothers Plc, where he worked for two months, he also served as a Corporate Dividends Analyst. Both roles were based in London, providing him with critical exposure to the operational aspects of dividend distributions and financial reconciliations in the banking sector.

Educational Background

Mo Shah holds a CISI Level 3 certification after studying Investment Administration Qualification at the Chartered Institute for Securities and Investment from 2009 to 2011. This certification is an industry-recognized qualification that underscores his competency in investment administration. Additionally, he earned a degree in Mathematical Sciences from the University of Westminster, where he studied from 1994 to 1996. This educational foundation in mathematics provides him with the analytical skills necessary for complex financial analysis and quantitative assessments in his professional roles.

Expertise in Leveraged Syndicate Finance and Investment Management

With over 22 years of experience in the investment management industry, Mo Shah has extensive knowledge in leveraged syndicate finance. His career has encompassed various roles, from Corporate Actions Analyst to positions in Fixed Income Operations. This breadth of experience has equipped him with a comprehensive understanding of diverse financial instruments and their implications in investment strategies. His expertise makes him a valuable asset in the financial services sector, particularly in areas requiring in-depth analytical and operational skills.

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