Shilpa Gupta
head analytics and performance management group operations & technology office goto ubs@ UBS
Basel, Basel, Switzerland
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Shilpa Gupta is a highly experienced professional with 17.6 years of work experience. Currently, she is working in Business Management in Wealth Management division, Europe at Credit Suisse. Prior to this, she held the position of Manager at the Offshore Investment Banking Operations at Bank of America Merrill Lynch. Shilpa has a strong background in leadership and management, with expertise in financial modeling and company valuations. She has also worked in various roles at Bank of America, Citi, UBS, and Deutsche Bank. Shilpa is skilled in financial modeling, stakeholder management, and market analysis.
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Emails and Phone Numbers

@ubs.com
@ubs.com
@credit-suisse.com
+41 564627****
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About

Currently working in Business Management in Wealth Management division, business area Europe at Credit Suisse. Previously, Manager at the Offshore Investment Banking Operations (Shared Services Center) of Bank of America Merrill Lynch with close collaboration with the Global COO office, Senior Bankers and Leaders spread across diverse sectors and geographies (US, UK and Asia.) Leadership/Managerial Skills: - People Management/Team Leadership - Managing a team of over 25 analysts - Integration experience - Integration of all offshore operations into one entity - Devising & Implementing offshoring strategy at the Global Delivery Centre for Bank of America - Setup teams for new business verticals with end to end responsibility (recruitment, training, delivery and performance management) - Stakeholder management - both global and local - Program Lead for multiple Women centric programs - Strong communication and presentation skills Technical Skills: - Financial Modelling and Company Valuations - Sector Exposure - Financial Institutions, Healthcare, Consumer Retail, Technology - Pitch books, management presentations, Board materials, Information Memorandums - Database expertise: Bloomberg, Thomson, Factset, Factiva, Capital IQ, Merger Market - Competitive screening and market analysis - Advanced MS Excel (Pivots, VBA Macros, Modelling, Arrays)

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Work Experience

Postbox, Zurich, 8001, CH

Financial Services

80963
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Shilpa Gupta's Professional Milestones

  • Vice President | Business Management | Chief Operative Officer | Worldwide Europe (2019-11-01~): Expanding market presence and driving market expansion across global Europe for business growth and profitability.
  • Analyst - Global Investment Banking (2007-09-01~2010-08-01): Analyzing market trends and forecasting trends to provide valuable insights for strategic global investment banking solutions.
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Education

St. Stephen's College, Delhi
St. Stephen's College, Delhi

Physics

978307200-1072915200
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