Afshan Ansari
Senior Manager, Managed Portfolio Solutions at National Bank Independent Network- Claim this Profile
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English Native or bilingual proficiency
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Urdu Native or bilingual proficiency
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Hindi Native or bilingual proficiency
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Punjabi Native or bilingual proficiency
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French Limited working proficiency
Topline Score
Bio
Asad Khan
I have worked under Afshan’s management at two organizations and each time, I significantly transformed my leadership acumen with her coaching. Together, we’ve successfully delivered large-scaled digital transformations at Top 5 banks and managed a trade operations for 3BN in assets of managed portfolios. Afshan is a strategic leader, a self-starter, and uplifts every team she leads.
Wayne Hong
Afshan is one of the strongest, diligent and hardest working project managers that I had the pleasure to work with. She is disciplined and detailed oriented in her project management duties, while able to communicate effectively to both executives and working team alike. She exhibits confidence in steer co and I can trust her to present. And mostly importantly, she delivers. I will recommend Afshan to anyone who is looking for a strong team player who delivers.
Asad Khan
I have worked under Afshan’s management at two organizations and each time, I significantly transformed my leadership acumen with her coaching. Together, we’ve successfully delivered large-scaled digital transformations at Top 5 banks and managed a trade operations for 3BN in assets of managed portfolios. Afshan is a strategic leader, a self-starter, and uplifts every team she leads.
Wayne Hong
Afshan is one of the strongest, diligent and hardest working project managers that I had the pleasure to work with. She is disciplined and detailed oriented in her project management duties, while able to communicate effectively to both executives and working team alike. She exhibits confidence in steer co and I can trust her to present. And mostly importantly, she delivers. I will recommend Afshan to anyone who is looking for a strong team player who delivers.
Asad Khan
I have worked under Afshan’s management at two organizations and each time, I significantly transformed my leadership acumen with her coaching. Together, we’ve successfully delivered large-scaled digital transformations at Top 5 banks and managed a trade operations for 3BN in assets of managed portfolios. Afshan is a strategic leader, a self-starter, and uplifts every team she leads.
Wayne Hong
Afshan is one of the strongest, diligent and hardest working project managers that I had the pleasure to work with. She is disciplined and detailed oriented in her project management duties, while able to communicate effectively to both executives and working team alike. She exhibits confidence in steer co and I can trust her to present. And mostly importantly, she delivers. I will recommend Afshan to anyone who is looking for a strong team player who delivers.
Asad Khan
I have worked under Afshan’s management at two organizations and each time, I significantly transformed my leadership acumen with her coaching. Together, we’ve successfully delivered large-scaled digital transformations at Top 5 banks and managed a trade operations for 3BN in assets of managed portfolios. Afshan is a strategic leader, a self-starter, and uplifts every team she leads.
Wayne Hong
Afshan is one of the strongest, diligent and hardest working project managers that I had the pleasure to work with. She is disciplined and detailed oriented in her project management duties, while able to communicate effectively to both executives and working team alike. She exhibits confidence in steer co and I can trust her to present. And mostly importantly, she delivers. I will recommend Afshan to anyone who is looking for a strong team player who delivers.
Experience
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National Bank Independent Network
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Canada
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Financial Services
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100 - 200 Employee
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Senior Manager, Managed Portfolio Solutions
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Feb 2022 - Present
As a Senior Manager, I drive the business strategy, operations and P&L targets for one of the trading business lines within NBIN - Managed Portfolio Solutions (MPS). The MPS business delivers portfolio management services for IIROC dealers and medium - large sized portfolio management firms, complimented with a discounted model roster that provides our clients an open investment architecture. Our clients make the investment decisions across their portfolio, MPS is simply the trusted partner in PM execution.Currently, my team is a group of 15 fantastic people, led with my passion to grow each member to their fullest potential. This group is consistently striving for operational efficiency, while being unequivocally client-centric. On the business strategy side, I collaborate with our sales team and C-level executives to continuously expand MPS’s market reach. Show less
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Manager, Managed Account Solutions
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Oct 2020 - Mar 2022
As a Client Service Manager, I was accountable for managing 7 members, driving the strategic growth of the Managed Account Solution offering, leading critical technology projects and managing software vendors. One of my highlights was enhancing the brand perception of the team from being perceived as Operations to Client Service, which further fostered a client-centric mindset within the team.
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CGI
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Canada
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IT Services and IT Consulting
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700 & Above Employee
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Senior Consultant, Global Wealth & Capital Markets
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Jan 2018 - Oct 2020
A leader within the Global Wealth business unit, driving the successful adoption andexpansion of Wealth360 Portfolio Management (W360PM) with our clients. After launching a Top 5 bank on W360PM, I took over the account's growth strategy and successfully pursued various cross-selling opportunities. I also took many new prospect accounts, leading business development initiatives through detailed Discovery Frames and producing proposals. Lastly, leveraging my lessons learnt from prior implementations, I consistently collaborated with Product teams to evolve W360PM from a custom-solution to a standard product offering. Show less
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Consultant / Project Manager, Global Wealth & Capital Markets
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Feb 2017 - Dec 2017
Led the successful delivery of a complex, high visibility agile program within the Global Wealth business unit from development to production launch. The program’s objective was to migrate a large Bank from a legacy system to the latest W360PM wealth management platform. Collaborated with product development, product management, and C-level executives to find creative solutions for client challenges. These challenges included bleeding timelines, client escalations about product gaps, scope creep and much more. Show less
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RBC
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Canada
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Banking
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700 & Above Employee
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Program Control Analyst
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Feb 2016 - Feb 2017
Worked as the right hand of the Program Director on a high visibility data integration project within RBC's Finance IT team. One of my highlights was becoming the synergy between Business and IT, guiding both sides to improve their change management workflow. Worked as the right hand of the Program Director on a high visibility data integration project within RBC's Finance IT team. One of my highlights was becoming the synergy between Business and IT, guiding both sides to improve their change management workflow.
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SAS
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United States
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Software Development
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700 & Above Employee
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Project Coordinator
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May 2015 - Feb 2016
Worked with multiple Project Managers and the Customer Intelligence (CI) Practice Lead to provide exceptional project coordination services for CI projects at financial institutions. Worked with multiple Project Managers and the Customer Intelligence (CI) Practice Lead to provide exceptional project coordination services for CI projects at financial institutions.
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CGI
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Canada
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IT Services and IT Consulting
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700 & Above Employee
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Project Control Officer, Healthcare Consulting
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Jan 2014 - Aug 2014
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CGI
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Canada
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IT Services and IT Consulting
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700 & Above Employee
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Project Control Officer, Healthcare Consulting
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Apr 2013 - Aug 2013
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Loblaw Companies Limited
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Canada
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Retail
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700 & Above Employee
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Project Coordinator, SAP
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Sep 2012 - Dec 2012
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Environment and Climate Change Canada
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Government Administration
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700 & Above Employee
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Analyst
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Jan 2012 - May 2012
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Education
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2010 - 2015
University of Waterloo
Bachelor's degree, Honours of Science and Business -
2006 - 2010
Turner Fenton Secondary School
Intenational Baccaulaureate (IB) Diploma, Ontario Highschool Diploma
Community
