Aarthy Thiruthanikan Email & Phone Number

Oakville, Ontario, Canada

• As a Portfolio Management Assistant, I assist my Investment Counselling team in providing personalized investment advice and portfolio management services for high net worth clients. My responsibilities include, but.
• Engaging in Business Development activities by preparing new prospect proposals, helping with new account presentations, and developing and managing marketing lists.
• Assisting with the modelling, monitoring, and rebalancing of portfolios as well as inputting trades when required.
• Ensuring that compliance to client mandate and portfolio models are met.
• Responding to various client inquiries and proactively identify client annual reviews and compile manager review schedules.

Oakville, Ontario, Canada

• As a Private Client Associate, I assist Investment Counsellors and other team members in portfolio maintenance for high net worth clients. My responsibilities include, but are not limited to:
• Ensure trades and transactions are accurately processed
• Manage all aspects of account opening and documentation
• Maintain client cash flows and balances
• Assist other team members and continue to strengthen cross-business working relationships

Montreal, Quebec, Canada

- Implemented a year long financial budget detailing the revenues and expenses associated with DESA’s various financial engagements - Improved DESA’s revenue inflow through constantly generated event ideas, thereby growing DESA’s reach within the student body - Streamlined reimbursement process for executives, which resulted in higher financial turnover.

Montreal, Quebec, Canada

- Teaching at weekly educational meetings, ranging from stock pitch building to stock fundamentals, thus priming our student community with transferable skills into financial careers- Sending out weekly Listservs, thus effectively communicating new financial education and employment opportunities

Montreal, Quebec, Canada

- Won First Place in McGill Wide Stock Pitch Competition - Conducted a bottom up analysis of affordable luxury fashion brand Aritzia (TSE: ATZ) - Meticulously analyzed ATZ's balance sheet and financial ratios in order to ascertain company's financial health - Constructed an industry comparable charts comprising of ATZ's product affordability and company.

Toronto, Ontario, Canada

- Informed of the practicality of the CFA in everyday Investment Analyst operations, thus enhancing my own study of the CFA- Received insight on investing expectations for Investment Analysts, which informs my own investing decisions- Established a professional network which continuously supports the improvement of my financial literacy

Toronto, Ontario, Canada

- Simultaneously met regular deadlines, assessed complications and served the clientele to ensure firm efficiency- Adopted new technology for staff to serve clientele, which innovated legal counselling practices- Established and maintained an online filing system for over 1000 files that improved productivity

Montreal, Quebec, Canada

- Cooperated with a diverse group of students that delivered positively reviewed residence events- Organized catering and computed logistics for semi formal which resulted in student satisfaction- Expertly conveyed monthly floor events which fostered an environment of inclusivity amongst residents

Montreal, Quebec, Canada

- Trained alongside other success oriented rugby players, thus instilling a sense of teamwork within me - Established pre and post rugby practice goals, which translated to the practice of establishing investing goals (I.e. price targets) - Continuously refined my skills in parallel to my teammates’ strengths and weaknesses, therefore ameliorating my.