Driven by a genuine interest in finance, I am an emerging finance professional with a strong foundation in financial planning and investment analysis. As a Financial Planning student at Humber Polytechnic, I am sharpening my skills in various topics like Investment Strategies, Taxation, Retirement Planning, Credit, Insurance, Personal Finance, etc. I have cleared my Canadian Securities Course Level 1, and I'm working towards Level 2 to deepen my knowledge. I’m building a strong foundation to support my long-term goal of earning both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations.My experience spans over a year in various customer service roles, where I’ve excelled at building relationships and meeting diverse client needs. I bring a client-centric approach, emphasizing trust and transparency—values that I believe are essential in the investment world. My interest in portfolio management has led me to regularly analyze market trends, construct hypothetical portfolios, and assess topics like asset allocation, risk management, and performance metrics. If you’re in finance or investments, I’d love to connect and explore potential opportunities or discuss insights in this field!
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Financial Services Representative IiCibcCanada -
Investment Banking/ Equity Market AnalystFinlatics May 2023 - Jul 2023• Learned and developed detailed financial and valuation models including DCF, LBO, M&A for deal structuring and client advisory. • Presented project reports on Founder Profiling, Convertible Note based Investing, Customer Lifetime Value and Customer Acquisition based Cost Modelling, Setting Up of a Private Equity Fund, and Analysis of Exit Strategies for PE.• Analyzed financial statements, market conditions, and industry trends to create equity research reports on key companies. -
Accounting And Finance InternFlamingo Transworld Pvt Ltd Mar 2022 - Jun 2022• Prepared and analyzed financial reports, conducted analysis for budgeting and forecasting, handling data sets of up to 10000 entries. • Assisted in preparing financial statements and reports on accounting software and identified key driver of profitability within the packages offered to the customers. • Developed and maintained Excel-based financial models to track revenue and expenses, leading to improved forecasting accuracy identifying cost-saving opportunities.
Dev Joshi Education Details
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Financial Planning -
Digital And Content Marketing -
8.9 Cgpa (First Class With Distinction)
Frequently Asked Questions about Dev Joshi
What company does Dev Joshi work for?
Dev Joshi works for Cibc
What is Dev Joshi's role at the current company?
Dev Joshi's current role is Financial Services Representative II.
What schools did Dev Joshi attend?
Dev Joshi attended Humber College, York University, Nirma University, Ahmedabad, Gujarat, India.
Who are Dev Joshi's colleagues?
Dev Joshi's colleagues are Anelio Sincovich, Daniel Chang, Stany Hlinkova, Janet Paxton, Rishabh Joshi, Anjalli S Rathour, Pmp®, Pooja Patel Mba, Mti.
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Dev Joshi
Business Development | International Expansion | Integrated Media | Growth Enabler | Lifelong LearnerMumbai4timesgroup.com, gmail.com, timesgroup.com, gmail.com
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