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Rahees Ravendran Email & Phone Number

Operations Representative – Account Transfers at Fidelity Investments
Location: Toronto, Ontario, Canada 7 work roles 3 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 100%

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Current company
Role
Operations Representative – Account Transfers
Location
Toronto, Ontario, Canada
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Who is Rahees Ravendran? Overview

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Quick answer

Rahees Ravendran is listed as Operations Representative – Account Transfers at Fidelity Investments, a with 83148 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Rahees Ravendran.

Rahees Ravendran previously worked as Transfer/Business Analyst at Fnz Group and Administrator, Account Transfers and Cost Basis Reporting at Questrade Financial Group. Rahees Ravendran holds Bachelor Of Commerce (Bcom) from Ted Rogers School Of Management At Ryerson University.

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Fidelity Investments

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Profile bio

About Rahees Ravendran

Hello! I'm a dynamic and results-oriented Transfer/Business Analyst at FNZ Wealth Management in Toronto. I navigate the intricate world of financial systems, implementing agile testing methodologies and integrating automated testing for a 20% reduction in testing time. My forte lies in crafting User Acceptance Testing (UAT) plans, optimizing testing time by 15%, and contributing to project success with a 10% increase in success rates.Beyond technology, my expertise extends to a profound understanding of banking applications. I offer technical advice, resulting in a 15% improvement in integration efficiency. Collaboration is key to my approach—I've championed effective communication, reducing communication gaps by an impressive 25%.At Questrade Inc, as an Account Transfer Administrator, I meticulously updated the Internal Transfer Tracking Log, achieving a stellar 30% improvement in tracking accuracy. Verified and processed manual transfer requests with a 95% accuracy rate, reducing outstanding requests by 20%.As an Allocation Analyst at TJX Companies, I maximized profitable sales by 15%, improved shipping efficiency by 10%, and enhanced product mix effectiveness by 12%. My academic journey includes a Business Management degree from Ryerson University, refining my strategic thinking.In my arsenal of competencies, find proficiency in Microsoft Office, JIRA, VISIO, organizational prowess, analytical thinking, and effective communication. I'm a problem solver and meticulous documenter, ready to bring my blend of technical skills, critical thinking, and interpersonal abilities to a dynamic business role. Let's connect and explore how I can contribute to your team's success!

Listed skills include Microsoft Office, Microsoft Excel, Customer Service, Management, and 5 others.

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Rahees Ravendran's current company

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Fidelity Investments
Fidelity Investments
Operations Representative – Account Transfers
Toronto, ON, CA
Website
Employees
83148
AeroLeads page
7 roles

Rahees Ravendran work experience

A career timeline built from the work history available for this profile.

Transfer/Business Analyst

Current

Toronto, Ontario, Canada

● Implemented agile testing methodologies, collaborating with solution consultants to integrate automated testing into continuous integration/continuous deployment, resulting in a 20% reduction in testing time and effectively resolving bottleneck issues.● Prepared User Acceptance Testing (UAT) test plans and documentation based on risk analysis, optimizing testing time by 15% while adhering to UAT policies and standards.● Contributed recommendations and assessments to ongoing… Show more ● Implemented agile testing methodologies, collaborating with solution consultants to integrate automated testing into continuous integration/continuous deployment, resulting in a 20% reduction in testing time and effectively resolving bottleneck issues.● Prepared User Acceptance Testing (UAT) test plans and documentation based on risk analysis, optimizing testing time by 15% while adhering to UAT policies and standards.● Contributed recommendations and assessments to ongoing project reviews, ensuring alignment with business and technical requirements throughout the software development life cycle, resulting in a 10% increase in project success rates.● Maintained a thorough understanding of assigned banking applications, providing technical advice on integration within the UAT environment to development teams and external suppliers, resulting in a 15% improvement in integration efficiency.● Collaborated with cross-functional teams to understand project goals and user needs, facilitating effective communication and alignment throughout the development process, leading to a 25% reduction in communication gaps. Show less

Mar 2023 - Present

Administrator, Account Transfers And Cost Basis Reporting

Toronto, Ontario, Canada

● Updated the Internal Transfer Tracking Log for manual and automated transfer requests, ensuring compliance with registered and non-registered accounts, resulting in a 30% improvement in tracking accuracy.● Verified and processed manual transfer requests, obtaining signature guarantees, and initiating transfers to the relinquishing institution, achieving a 95% accuracy rate.● Proactively followed up on outstanding transfer requests, resolving residual amounts, and closing… Show more ● Updated the Internal Transfer Tracking Log for manual and automated transfer requests, ensuring compliance with registered and non-registered accounts, resulting in a 30% improvement in tracking accuracy.● Verified and processed manual transfer requests, obtaining signature guarantees, and initiating transfers to the relinquishing institution, achieving a 95% accuracy rate.● Proactively followed up on outstanding transfer requests, resolving residual amounts, and closing account statuses, resulting in a 20% reduction in outstanding requests.● Communicated with external parties to confirm asset permissions and settlement instructions before executing transfers, ensuring a 98% accuracy rate.Prepared and submitted registered transfer documentation, ensuring compliance with CRA requirements for locked-in and RESP plans, achieving a 100% compliance rate. Show less

Nov 2021 - Mar 2023

Allocation Analyst

Mississauga, Ontario, Canada

● Utilized business tools to analyze sales trends, inventory optimization, and store volumes to create an optimal product mix, maximizing profitable sales, resulting in a 15% increase in overall sales.● Developed weekly shipping strategies to allocate products to the right stores at the right time, leveraging data-driven insights and department-specific sales trends, resulting in a 10% improvement in shipping efficiency.● Monitored inventory levels, store sales, and competition… Show more ● Utilized business tools to analyze sales trends, inventory optimization, and store volumes to create an optimal product mix, maximizing profitable sales, resulting in a 15% increase in overall sales.● Developed weekly shipping strategies to allocate products to the right stores at the right time, leveraging data-driven insights and department-specific sales trends, resulting in a 10% improvement in shipping efficiency.● Monitored inventory levels, store sales, and competition to evaluate and critique product mix, sharing findings and implementing recommendations with business partners, leading to a 12% improvement in product mix effectiveness.● Identified and executed business opportunities by analyzing sales and market trends, resulting in successful forecasting and providing valuable recommendations, contributing to a 18% increase in market share. Show less

Jun 2021 - Oct 2021

Founder/Project Manager

Toronto, Ontario, Canada

● Managed a $20K project team in product development. Completed breakdown structure of sales, order fulfilment, SEO management, inventory management, design, and billing processes which resulted in a 6% increase in year-over-year revenue.● Monitored client issues to resolve purchase issues and conducted unit testing to solve problems through the project life cycle. Facilitated client meetings to clarify project expectations.● Achieved over 12,000 visits, over 250 sales, and $7K… Show more ● Managed a $20K project team in product development. Completed breakdown structure of sales, order fulfilment, SEO management, inventory management, design, and billing processes which resulted in a 6% increase in year-over-year revenue.● Monitored client issues to resolve purchase issues and conducted unit testing to solve problems through the project life cycle. Facilitated client meetings to clarify project expectations.● Achieved over 12,000 visits, over 250 sales, and $7K in revenue in the first year of website launch. Resulted in a 90% reduction in shipping costs by working with third party vendors to outsource a cost efficient and quality alternative. Show less

Feb 2020 - Sep 2021

Marketing Associate

Andie.Work

Toronto, Ontario, Canada

● Implemented targeted promotional campaigns, contributing to a 30% expansion of the customer base and an uptick in repeat business.● Spearheaded collaborative initiatives, fostering a cohesive team environment that contributed to a 20% boost in individual and team performance.● Fostered strong communication within the team, resulting in a 15% improvement in the alignment of marketing and sales strategies.● Created content that concentrated on a certain customer base… Show more ● Implemented targeted promotional campaigns, contributing to a 30% expansion of the customer base and an uptick in repeat business.● Spearheaded collaborative initiatives, fostering a cohesive team environment that contributed to a 20% boost in individual and team performance.● Fostered strong communication within the team, resulting in a 15% improvement in the alignment of marketing and sales strategies.● Created content that concentrated on a certain customer base connecting with customer profiles I created to have a more targeted approach toward sales targets Show less

May 2021 - Jul 2021

Mentorship/Academic Support Coordinator

Scarborough

● Developed and implemented individualized mentorship programs tailored to the unique needs of low-income students, resulting in a 15% increase in academic engagement and overall student satisfaction.● Facilitated mentor-mentee matching based on academic goals, personal interests, and socio-economic backgrounds, fostering a supportive and inclusive learning environment.● Designed and executed strategic academic support initiatives, including tutoring programs and study… Show more ● Developed and implemented individualized mentorship programs tailored to the unique needs of low-income students, resulting in a 15% increase in academic engagement and overall student satisfaction.● Facilitated mentor-mentee matching based on academic goals, personal interests, and socio-economic backgrounds, fostering a supportive and inclusive learning environment.● Designed and executed strategic academic support initiatives, including tutoring programs and study workshops, leading to a 20% improvement in students' academic performance.● Collaborated with educators and community partners to identify and address specific challenges faced by low-income students, ensuring targeted and effective support. Show less

Dec 2014 - Jun 2017
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3 education records

Rahees Ravendran education

Certificate, Junior It Analyst

● Developed foundational IT skills in operating systems, cloud computing, command lines, system administration, and security. Resulted.

Certificate, Startup Certified Program

Students join a DMZ program, guided by Entrepreneurs In Residence and founders for a semester. Post-program, they enter a talent pool.

FAQ

Frequently asked questions about Rahees Ravendran

Quick answers generated from the profile data available on this page.

What company does Rahees Ravendran work for?

Rahees Ravendran works for Fidelity Investments.

What is Rahees Ravendran's role at Fidelity Investments?

Rahees Ravendran is listed as Operations Representative – Account Transfers at Fidelity Investments.

Where is Rahees Ravendran based?

Rahees Ravendran is based in Toronto, Ontario, Canada while working with Fidelity Investments.

What companies has Rahees Ravendran worked for?

Rahees Ravendran has worked for Fidelity Investments, Fnz Group, Questrade Financial Group, The Tjx Companies, Inc., and Etsy (Offaircustoms).

Who are Rahees Ravendran's colleagues at Fidelity Investments?

Rahees Ravendran's colleagues at Fidelity Investments include Mee Her, Francis Li, Maria Brebner, Pmp, Adheesh Sharma, Cfa, and Sai Eswar Nookala.

How can I contact Rahees Ravendran?

You can use AeroLeads to view verified contact signals for Rahees Ravendran at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Rahees Ravendran attend?

Rahees Ravendran holds Bachelor Of Commerce (Bcom) from Ted Rogers School Of Management At Ryerson University.

What skills is Rahees Ravendran known for?

Rahees Ravendran is listed with skills including Microsoft Office, Microsoft Excel, Customer Service, Management, Teamwork, Research, Problem Solving, and Interpersonal Skills.

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