Julie Shah

Julie Shah serves as the Director of Quant Data Strategy at Fidelity Investments since March 2013 and has previously held positions including Principal Analyst/Senior Manager. Prior experience includes a role as Senior Portfolio Analyst at Morgan Stanley, where project leadership involved Treasury Reporting for government programs and the development of a Forecast Model for revenue projections. At JPMorgan, Shah managed analytics for a $75B loan portfolio and collaborated with rating agencies. Earlier experience at Bear Stearns involved support to senior management and project leadership on mortgage fraud analysis. Shah began their career as a Financial Advisor intern at Weaver and Tidwell Financial Advisors, contributing to financial planning and analysis. Educational credentials include a Master of Science in Global Finance from NYU Stern School of Business, an MBA in Finance from The University of Dallas, and an Honors degree in Business, Accountancy, and Finance from the University of Calcutta.