Neel Shah
About Neel Shah
Neel Shah is a Project Manager and Senior Business Analyst with over 13 years of experience at UBS in Greater London. He has a background in finance and operations, having previously worked at major financial institutions including Deutsche Bank, Citi, and JPMorgan Chase.
Current Role at UBS
Neel Shah has been working at UBS since 2011 as a Project Manager and Senior Business Analyst. In this role, he has led significant initiatives within the Finance and Operations Change teams. His responsibilities include managing projects aimed at regulatory transformation and enhancing operational efficiency. He has played a key role in delivering the Target Operating Model for the FRC Derivatives Middle Office Change project and has engaged in Digital Operations Transformation using RPA technology.
Previous Experience in Financial Services
Neel Shah has extensive experience in the financial services sector. He previously worked at Deutsche Bank as a P&L & Risk Reporting Analyst from 2006 to 2007. Prior to that, he served as an Analyst at Citi from 1996 to 1997 and as a P&L Manager at JPMorgan Chase from 2001 to 2002. He also held the position of Senior Manager at Mizuho International from 2005 to 2006, where he contributed to various financial projects.
Education and Qualifications
Neel Shah studied at the University of Hertfordshire, where he earned a BSc. (Hons) in Accounting and Management Information Systems from 1989 to 1992. He also attended BPP Holborn, achieving CIMA certification from 1995 to 1997. His foundational education includes studies at Mill Hill School and Davies's College, which provided him with a strong background in finance and management.
Key Projects and Contributions
Throughout his career, Neel Shah has led and contributed to various key projects. At UBS, he conducted a full front-to-back analysis of the global Equity Derivatives business, providing functional specifications for IT teams. He has also developed business requirements and specifications for IT teams to maintain integrity around the feed process in Finance Change projects. Additionally, he managed the standardization of Wealth Management processes for Fixed Income in the APAC region.
Regulatory and Operational Expertise
Neel Shah has demonstrated expertise in regulatory and operational matters within the financial sector. He coordinated testing strategies and assessed impacts on regulatory and transaction reporting across multiple projects. His engagement in Digital Operations Transformation has focused on automating processes to increase straight-through processing (STP) and enhance control infrastructure.