Mohammad Ghanim Mirza, Cfa, Mba Email & Phone Number

Mississauga, On, Ca

6880 Financial Drive, Mississauga, Ontario, Canada L5N 7Y5

* Reviewed funds’ Valuation Agreements, offering documents, prospectuses and Fund Administration Agreements. Highlighted exceptions and documented fund setup in Fund Accounting and Derivatives.* Analyzed information, data and files received from clients and fund managers against RBC’s Operating Model and IT requirements and determined non-standard processes.* Acted as team leader, providing direction, expertise, feedback, coaching and development to build the capability of more junior staff.

6880 Financial Drive, Mississauga, Ontario, Canada L5N 7Y5

Provided strategic guidance to clients in optimizing business strategies and solutions, aligning services with organizational objectives and industry best practices. Facilitated collaborative discussions with internal and external stakeholders of the bank, analyzing operational challenges and leveraging business data to identify opportunities for optimization.Significant Accomplishments:* Spearheaded automation of the distribution process for 51 funds for a partner client, leveraging advanced MS Excel formulas and functions, resulting in a remarkable 55% reduction in time required to complete the entire distribution process and a 15% decrease in errors.* Recognized with a valued RBC Bravo Award from senior management in acknowledgment of outstanding contributions and received commendation from clients for delivering enhanced efficiency and accuracy in operations.

6880 Financial Drive, Mississauga, Ontario, Canada L5N 7Y5

Led on-boarding process for new clients to RBC Bank, overseeing fund accounting and derivatives aspects for the launch of new mutual funds and the conversion of existing funds to RBC from various service providers. Coordinated with internal teams and external stakeholders to ensure seamless transitions and adherence to regulatory requirements throughout the on-boarding and conversion processes. Played a pivotal role in General Ledger mapping and conducted meticulous analysis and investigation of financial statements to ensure accuracy and compliance with regulatory standards.Significant Accomplishments:* Successfully converted four separate clients from different service providers to RBC Bank, with a combined Net Asset Value (NAV) exceeding $4.6B.* Managed diverse portfolios comprising long and short domestic and international fixed-income and equity securities and options and swaps, demonstrating proficiency in navigating complex financial instruments.* Received positive feedback from all four clients for exemplary service delivery and earned an esteemed RBC Bravo Award for each conversion, showcasing dedication to excellence and client satisfaction.

6880 Financial Drive, Mississauga, Ontario, Canada L5N 7Y5

Administered a diverse range of Canadian and global fixed-income and equity securities, as well as derivative products including swaps, options, forwards, and futures, ensuring accurate valuation and reporting. Conducted thorough financial investigations to facilitate the settlement of trades, processing of corporate actions, booking of capital stock, and timely payment of fund expenses, demonstrating meticulous attention to detail and adherence to regulatory requirements.Significant Accomplishments: * Organized and developed fund distribution reports, audited, and valued Fund Accounting packages while coordinating the training and daily workflow activities for newly hired Fund Accountants.

6880 Financial Drive, Mississauga, Ontario, Canada L5N 7Y5

* Managed a diverse portfolio of 10 complex mutual funds with Net Asset Values (NAVs) exceeding $3B, overseeing the accounting operations for each fund

1855 Buckhorn Gate, Mississauga, Ontario, Canada L4W 5N9

* Settled transactional errors of more than 1,000 TD Green Automated Teller Machines (ATM) throughout Canada. Adhered to high levels of security, control and performance standards in addition to strict security policies.* Proactive in liaising with TD bank branches and INTRIA to help quickly reconcile customer disputes so they were least affected and retained them as valuable customers to the Bank.* Helped and answered inquiries from other officers, ensuring consistent service levels were achieved.

1855 Buckhorn Gate, Mississauga, Ontario, Canada L4W 5N9

* Examined customer profiles to create one unique profile. Attention to detail was required as invalid combinations could have resulted in potential losses to the bank, as well as privacy violations.* Ensured the prompt and thorough resolution of all customer and process issues and recommended improvements.* Contributed to the success of the team by assisting others in the performance and completion of assigned duties.

5650 Yonge Street Toronto, Ontario, Canada M2M 4G7

* Provided senior management with developed research reports to identify emerging business opportunities for Xerox Canada while analyzing quantitative customer data to support future planning and loyalty monetization.

4350 South Service Road Burlington, Ontario, Canada L7L 5R8

* Supervised trading floor operations* Answered queries on use of Bloomberg and Thompson-Reuters Eikon* Collaborated on articles to Gould Trading Floor weekly newsletter, MarketWatch

121 King Street West Toronto, Ontario, Canada M5H 3T9

* Partnered with Risk Management and the Analytics Services departments in the development of a report related to industry legislation and the banks’ earning potential. Contributed to the department review on internal audit functions while supporting colleagues in identifying complex issues and providing innovative solutions.

789 Don Mills Road Toronto, Ontario, Canada M3C 1T9

* Performed business case analysis that was utilized by senior management for projecting future costs. Successfully managed and executed monthly expense variance analysis for 30 budget centres.

100 University Avenue Toronto, Ontario, Canada M5J 1V6

* Monitored and updated current interest rate sheets for the calculation of penalties and preparation of mortgage discharge statements.* Audited client renewal letters ensuring information was accurate, complete and followed company policy.* Trained three team members on loan allocations to ensure office efficiency and backup.

100 University Avenue Toronto, Ontario, Canada M5J 1V6

* Exceeded customer service guidelines on a consistent basis through friendly service and accurate processing of customer transactions, outperforming the department’s daily intake volume requirement by 20%.* Identified and resolved concerns from customers, solicitors or brokers regarding mortgage accounts leading to a good rapport with clients and retaining them as valuable customers to the company. * Mentored four new Customer Service Representatives in guiding them in learning the department’s policies and procedures through job shadowing, ensuring consistent service levels were achieved.

Master Of Business Administration, Specialization In Finance And Minor In Strategic Business Valuation

Activities and Societies: • MBA Finance Association • Deans’ Honour List 2013

Honours Bachelor Of Arts, Economics & Geography

• Awarded the Donald Putnam Scholarship