Consultant

• May 2022 - Present

Analyst

• Nov 2018 - May 2022

Responsible for bespoke report production for external institutional client in relation to providing performance, trading, compliance, risk, fixed income investment etc. while complying regulatory requirements globally.• Perform market trend analysis to source appropriate strategy for institutional clients• Working independently as well as being a team player to work on projects to automate delivery systems firm-wide• Working with different teams across the firm such as, client onboarding, performance measurement etc. to better implement clients’ investments requirements.• Support and complete various efficiency and capacity-building initiatives, including automation/ standardization efforts, client research, and representing CR in firm-wide projects.• Maintain and promote outstanding relationship management with Institutional investors• Constantly evaluate systems, processes and procedures for inefficiencies, and make recommendations forimprovement within the Financial Services • Engaging with institutional clients to answer their queries and provide solutions conveniently enhancing their experience

Senior Client Service Associate

• Jun 2018 - Oct 2018

Perform assigned daily operations and processes (run macros, reconciliations, trade settlement, trade and FX inquiry etc,) Assist with Account Administration including account openings billing set up tax reclaims/tax documentation market openings/exits/updates security registration/system access/ID administration.Assist with online support for various client-facing applications.I ensure timely and accurate production of client-customized reporting while resolving queries through outstanding written and oral communicationAssist with data collection for risk/compliance reporting.Respond in a timely manner to inquiries from operational COEs BU Shared Services and BU Accounting Operations.Elevate unresolved issues/problems to manager/officer.Monitor and review daily work of Associates to ensure accurate and timely execution. Provide on the job training to new staff and assists new staff with attainment of understanding of job responsibilities.During the course of normal day to day operation responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.I also take part in the implementation of smooth Middle Office workflow and enhanced transaction processing. Take part in fund accounting, income settlement, FX inquiry, research and validate cash breaks and ledgers.

Risk Analyst

• Jan 2018 - Apr 2018

As a Risk Analyst, I provide research support and assistance to the risk governance team. I Identify industry-wide and regulatory practices for the development of Wealth and Asset Management level risk policies. Co-ordinate and liaise with various WAM business units for policy related work as well as other relevant risk deliverables.I assist with collating information for progress reports to senior management and senior committees, and other related administrative duties.Support the Risk Management team with their ongoing initiatives and projects.I have gained the ability to gather data, conduct research and effectively present information.I have gained extraordinary written and verbal communication skills; Proficiency in Microsoft Office including SharePoint.I support the initial policy research (with guidance) as well as provide assistance to the lead on the assessment of these policies.The policies include, Counter party Risk Policy, Liquidity Risk Policy, Risk Language assessment and risk model implementation.

Researcher

• Sep 2015 - Apr 2017

• Conducted financial analysis on different firms at IPO and its financial impact on corporate performance• Performed extensive data and financial statement analysis, to create a forecast of firm’s returns• Managed and delivered multiple projects with statistically significant results while using comparative analysis• Used various statistical platforms to perform risk analysis while applying strategic thinking• Gained Canadian demographic and market knowledge

Equity Derivatives, Portfolio Management

• Sep 2016 - Dec 2016

• Implemented the knowledge of derivatives and equity market through effective portfolio management, while maintaining optimum return.• Performed market risk analysis, implemented derivatives strategies (bull, bear, butterfly, covered call etc.)• Demonstrated applicable market knowledge through appropriate stock picking from NASDAQ, S&P, TSX, TMX and other equity and derivatives market

Volunteer

• Aug 2011 - Aug 2011

Responsibilities: Managing a team to collect a targeted fund for the infants.Accomplishment: Collected 3rd highest fund for the campaign. Known to lead the fastest growing team.Skills used: Excellence in communication, leadership and ace in time management. Dedication to achieve the target. Responsibilities: Managing a team to collect a targeted fund for the infants.Accomplishment: Collected 3rd highest fund for the campaign. Known to lead the fastest growing team.Skills used: Excellence in communication, leadership and ace in time management. Dedication to achieve the target.

Student Volunteer

• Jul 2011 - Jul 2011

Responsibilities: Acknowledge the commutiny about Global Warmimg and emission of CFC gases.Skills Used: Leadership qualities to communicate with people of various age group and pertaining a positive feedback. Assisting co-workers to convey the information through creative and fun activities. Responsibilities: Acknowledge the commutiny about Global Warmimg and emission of CFC gases.Skills Used: Leadership qualities to communicate with people of various age group and pertaining a positive feedback. Assisting co-workers to convey the information through creative and fun activities.

Organizer

• Jun 2010 - Jul 2010

Responsibilities - Organizing groups into cluster and selecting participants to the next stage of the tournament. Working as ateam to meet the target of participants in a specific mannerAccomplishments - developed communicational skills, creating a friendly working atmosphereSkills Used - Leadership qualities through meeting the desired target and working under pressure Responsibilities - Organizing groups into cluster and selecting participants to the next stage of the tournament. Working as ateam to meet the target of participants in a specific mannerAccomplishments - developed communicational skills, creating a friendly working atmosphereSkills Used - Leadership qualities through meeting the desired target and working under pressure