Juvena Crasto, Mba Email & Phone Number

Toronto, Canada Area

- Support of day-to-day portfolio management activities specifically executing trade orders, settlements and trade adjustments on a variety of accounts comprising of mutual and hedge funds- Assist in fund mergers and terminations

Toronto, Canada Area

London, United Kingdom

- Assisted the Financial Institutions Group (FIG) sector teams on multiple key projects and deals

Mumbai Area, India

Integreon is a US-based firm providing business and consultancy services to global financial and Investment Banking firms. I have worked closely with the Client's senior management, Investment Banking Divisions and global Wholesale Strategy teams.- Synthesized data from business journals, company financial statements, reports and publications, broker reports and external paid databases- Assisted in the preparation of Pitch books, presentations and other marketing materials- Prepared Company profiles, Public Information Books and brief due diligence reports- Collected specific data on Equity and Debt Capital market issues to support clients in obtaining mandates- Tracked companies on a daily and weekly basis. Tracked key economic and industry indicators and various asset class metrics- Researched strategic and financial news on capital requirements, share price fluctuations and various other events- Conducted market research. Gathered macro-economy indicators and market information relating but not restricted to market size, historical and forecasted growth rates, potential strategic opportunities, competitive landscape, performance results, etc.- Coached junior analysts• Proficient in Microsoft Office• Well versed in Factset, Thomson Reuters, Capital iq, Dealogic, LexisNexis, Morningstar and Factiva• Familiarity with the Bloomberg terminal

Mumbai Area, India

- Company trading comparables and precedent transaction analysis

Mumbai Area, India

Total Securities Ltd. (TSL) was established in the year 2000, and is one of the leading Brokerage houses in India. TSL has membership of NSE, BSE, MCX-SX and USE- Traded with the trends of the market in stocks, options and FX: Jobbing/Scalping requires continuous buying and selling with thin margins, thereby, operating on a ‘low risk- high return’ method of trading with keeping a zero position at the end of the day- Received positive reviews from the company for performing trades methodically and making profits on assigned stocks

Mumbai Area, India

- Generated leads for opening of Trading/Self-directed Investment accounts

Mumbai Area, India

- Part of a pilot batch to assist in issuance of insurance policies through the Company's pioneered project of AAG (Ask apply get) facilitated through the Bancassurance distribution channel- Took care of AML, KYC, Client Onboarding, CDD, Policy and Client Servicing related issues and generate document requirements- Completed admin tasks- Identified customer needs and pitched products and services for sales- Acted as single point of contact and handled customer inquiries and concerns at the Head Office, through phone, emails and via the LiveChat software- Supported Pan India Business development managers and bank employees by providing updates on any changes in document requirements and new regulationsSkills acquired:Developed strong interpersonal skills necessary for interacting with the internal departments and customers for complaint resolutionsProblem solvingQuickly grasped all the technical aspects of the job. Perfect knowledge of all the Company's products ranging from Term, Medical/Health and Group Insurance. Proper understanding of ULIP's/Segregated funds and their bifurcation in Balanced, Debt and Equity investments

Master Of Business Administration (Mba), Banking, Corporate Finance, International Finance, Financial Analysis, Accounting

Activities and Societies: National Service Scheme, Social Business Summit

Bachelor Of Management Studies, International Finance And Marketing