Karina Rafeudeen
Portfolio Analyst at Richter- Claim this Profile
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English Full professional proficiency
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French Full professional proficiency
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Spanish Limited working proficiency
Topline Score
Bio
Credentials
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30-Day IR Training
Canadian Securities Institute (CSI)Jun, 2017- Nov, 2024 -
CPH
Canadian Securities Institute (CSI)May, 2017- Nov, 2024 -
CSC 2
Canadian Securities Institute (CSI)Apr, 2017- Nov, 2024 -
CSC 1
Canadian Securities Institute (CSI)Mar, 2017- Nov, 2024
Experience
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Richter
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Canada
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Professional Services
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400 - 500 Employee
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Portfolio Analyst
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Sep 2020 - Present
-Portfolio reporting for over 60 clients -Manage over 500 private equity accounts and evaluate returns -Create quarterly client reports and analyze market valuations and performance returns -Obtain quarterly updates and portfolio performance updates from the investment managers and keep track of information -Gather and analyze realized gain/loss information in order to assist with year-end tax planning -Portfolio reporting for over 60 clients -Manage over 500 private equity accounts and evaluate returns -Create quarterly client reports and analyze market valuations and performance returns -Obtain quarterly updates and portfolio performance updates from the investment managers and keep track of information -Gather and analyze realized gain/loss information in order to assist with year-end tax planning
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Scotiabank
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Canada
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Banking
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700 & Above Employee
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Administrative Associate
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May 2019 - Sep 2020
-Worked with both the Jacques Maurice Group & Goldberg Portfolio Management-Ensure a high level of client service for high net worth investors-Entering client trades as directed by client or advisor, issuing instructions for client withdrawals, deposits, swaps and transfers & remaining up to date with all regulatory rules and trading activities-Supporting the growth of the advisor by reviewing and reducing all restricted accounts, preparing,analyzing, and presenting reports and recommendations, financial plans/concepts-Contribute to the effective functioning of the branch team by building effective workingrelationships across the team and with various business line and corporate function contacts. Show less
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Manager- Client Service & Sales
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Dec 2018 - May 2019
-Leadership of a 12 member team-Team and one-on-one coaching to motivate and develop individual performances through regularly scheduled meetings-Liaison with departmental management team to further enhance productivity and business development-Identification of training opportunities, and concise communication of business changes and corporate goals-Maximizing team efficiency by identifying and reducing knowledge gaps-Proactively managing development opportunities, lead team to obtain world class customer service with a 97% average Show less
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Logistics Analysts
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Apr 2018 - Dec 2018
-Optimizing operational efficiency of the business through the utilization of existing forecasts-Analyze and forecast data to establish trends, and the creation of reports to identify optimization opportunities-Liaison between various departments of the business, providing real time analysis to management, identify common issues, serve as independent resource for trend analysis and specific data related to performance gaps-Supervise and route call directory to qualifying agents in order to provide clients with timely service Show less
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Investment Representative at Scotia iTRADE
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Oct 2015 - Apr 2018
-Execution of unsolicited trades (domestic and foreign equities, mutual funds and fixed income)-Assisting clients with reorganizations and tender offers, due bill and trade inquiries-Understanding market functions & regulations, compliance with IIROC-Providing clients with information on various investments and how to trade online-Ability to make margin calculations and provide assistance with margin calls-Client account maintenance
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Education
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2012 - 2016
Concordia University
Bachelor of Commerce (B.Com.), Finance -
2017 -
CFA Institute
Candidate -
2009 - 2012
CEGEP - John Abbott College
DEC, Commerce
Community
