Simranjit Saluja

Portfolio Analyst at Mount Murray Investment
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Location
Montreal, Quebec, Canada, CA

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Gaurav Khetan

From discussing stupid topics, like all teenagers in university, to discussing stocks - I’m really proud of the way Simranjit has been managing picking his stocks for his family and for me as well. To be honest, I’m someone who has always been interested in investing in the stock markets, but the recent skeptical times had me take a step back to avoid any losses. However, I’m really surprised by the way Simranjit has been breaking down things for me and has been helping me to pick stocks which have been trading at a discount solely because of the pessimism among the investors. Best advice he has given me is to wait for the

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Credentials

  • Level 1.
    CFA Program
    Dec, 2018
    - Oct, 2024
  • Bloomberg Market Concepts
    Bloomberg Institute, BAT Campus Ambassadors
  • edX Honor Code Certificate for Understanding the Federal Reserve (FED)
    edX

Experience

    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Portfolio Analyst
      • Oct 2019 - Present

      Mount Murray Investment is an active investment management firm focusing on specific strategies in global public equities which are relevant for the long term. Mount Murray Investment is an active investment management firm focusing on specific strategies in global public equities which are relevant for the long term.

    • Financial Business Analyst
      • Mar 2019 - May 2019

      Proposed, Planned and Initiated a new business project; dveloping an agricultural warehouse of over 21,000 sq.ft. in Madhya Pradesh, India; leading to a generation of net profits of approximately 4,50,000 INR per month, approximating a net ROI of 22% annually. Proposed, Planned and Initiated a new business project; dveloping an agricultural warehouse of over 21,000 sq.ft. in Madhya Pradesh, India; leading to a generation of net profits of approximately 4,50,000 INR per month, approximating a net ROI of 22% annually.

    • Manager
      • Oct 2018 - Mar 2019

      • Planned, implemented and developed structural changes; to reduce inefficiencies; increasing overall productivity. • Analyzed, controlled and monitored vendors, accounts receivables and payables, and pricing policies; to increase profits and reduce financial risk for the company. • Planned, implemented and developed structural changes; to reduce inefficiencies; increasing overall productivity. • Analyzed, controlled and monitored vendors, accounts receivables and payables, and pricing policies; to increase profits and reduce financial risk for the company.

    • Canada
    • Investment Management
    • 100 - 200 Employee
    • Equity Research Analyst, Consumer Discretionary
      • Jul 2017 - Sep 2018

      • Performed initial stock screening and industry analysis to develop a pool of potential investment opportunities. • Conducted comprehensive financial statement analysis and developed financial models to perform investment evaluation. • Conducted in-depth industry analysis and research using industry and financial resources to project future cash flow estimates and investment returns. • Developed a new stock screening criteria for a new fund within the company. • Performed initial stock screening and industry analysis to develop a pool of potential investment opportunities. • Conducted comprehensive financial statement analysis and developed financial models to perform investment evaluation. • Conducted in-depth industry analysis and research using industry and financial resources to project future cash flow estimates and investment returns. • Developed a new stock screening criteria for a new fund within the company.

    • Business Analyst
      • Jun 2016 - Dec 2016

      • Revised and implemented sales strategies; to improvise client satisfaction; leading to an increased revenue base. • Collaborated with distribution channels to manage market activity, grow deal flow, and source demand and supply; to improve the operational efficiency; resulting in increased profit margins. • Initiated changes to improve the operational efficiency; reducing the daily work hour requirement for operational tasks by 7% approximately. • Revised and implemented sales strategies; to improvise client satisfaction; leading to an increased revenue base. • Collaborated with distribution channels to manage market activity, grow deal flow, and source demand and supply; to improve the operational efficiency; resulting in increased profit margins. • Initiated changes to improve the operational efficiency; reducing the daily work hour requirement for operational tasks by 7% approximately.

    • India
    • Motor Vehicle Manufacturing
    • 700 & Above Employee
    • Intern
      • Apr 2015 - Jul 2015

      • Conducted market and territory research. • Assisted the marketing and business development team in developing marketing strategies. • Prepared marketing content for marketing initiatives. • Conducted market and territory research. • Assisted the marketing and business development team in developing marketing strategies. • Prepared marketing content for marketing initiatives.

    • City Manager Intern
      • Apr 2014 - Jun 2014

      • Organized marketing programs to promote the mobile application based startup • Developed a team of over 40 campus ambassadors, promoting the application at different universities and schools. • Analyzed the ambassador performance on a continuous process and prepared performance reports, assisting the corporate team to do the required analysis. • Organized marketing programs to promote the mobile application based startup • Developed a team of over 40 campus ambassadors, promoting the application at different universities and schools. • Analyzed the ambassador performance on a continuous process and prepared performance reports, assisting the corporate team to do the required analysis.

    • India
    • Insurance
    • 700 & Above Employee
    • Financial Advisor
      • Jun 2013 - Oct 2013

      • Analyzed the financial needs of the client. • Suggested suitable investment plans, matching the client needs. • Analyzing the insurance needs of a client and suggesting a health/life insurance accordingly. • Analyzed the financial needs of the client. • Suggested suitable investment plans, matching the client needs. • Analyzing the insurance needs of a client and suggesting a health/life insurance accordingly.

Education

  • McGill University - Desautels Faculty of Management
    Masters of Management in Finance, Finance
    2017 - 2018
  • Amity University Delhi
    Bachelor of Business Administration (BBA), Business Administration and Management, General
    2013 - 2016
  • Delhi Public School
    Higher Secondary Examination, CBSE, Commerce
    2011 - 2013

Community

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