Manali Shah
About Manali Shah
Manali Shah is a Core Operations Specialist at Wealthsimple with over 8 years of experience in financial services, known for her analytical skills and adaptability.
Core Operations Specialist at Wealthsimple
Manali Shah has been working as a Core Operations Specialist at Wealthsimple since 2020 in Toronto, Ontario. In this role, she focuses on streamlining core operational processes and has an integral part in maintaining efficient workflows. Her position leverages her expertise in productivity, quality, and integrity within the financial services sector.
Previous Role as Operations Officer II at TD
Before joining Wealthsimple, Manali Shah worked as an Operations Officer II at TD from 2019 to 2020. This role involved handling various operations tasks and functions critical to the smooth operation of the banking environment in the Toronto, Canada area. Her experience at TD allowed her to hone her skills in a leading financial institution.
Educational Background from University of Mumbai
Manali Shah holds a Master's Degree in E-Commerce/Electronic Commerce and a Bachelor's Degree in Business, Management, Marketing, and Related Support Services, both from the University of Mumbai. Her academic background provided her with a strong foundation in business principles and electronic commerce, which she has applied throughout her professional career.
Early Career Roles and Experience
Manali Shah started her career as a Client Onboarding Specialist at K C sec Pvt Ltd from 2009 to 2011 in Mumbai, India. She then worked as a Process Associate at TCS e-Serve International Ltd. for 7 months and as a Business Analyst at CRISIL Global Research & Analytics for 6 years. Her experience spans client onboarding, process management, and business analysis.
Skills and Attributes in Financial Services
Manali Shah possesses over 8 years of experience in financial services institutions. She is known for her good functional knowledge of Informatica, a tool used for data management. Her analytical abilities, attention to detail, and adaptability in fast-paced environments make her a valuable team player. She is recognized for being highly dynamic and result-driven, capable of both independent work and collaborative team efforts.