Saeed Shakeri Nezhad Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Mount Pearl, Newfoundland And Labrador, Canada

• Managed existing client relationship and developing new client base.
• Prepared internal approval documents such as credit memos and approvals and engaged in credit analysis.
• Identified clients’ financial needs and goals, and offered solutions that align with those needs.
• Provided advice on financial planning, retirement planning, and insurance products.
• Communicated complex financial information in a clear and understandable manner to clients with varying levels of financial literacy.
• Ensured that all client interactions comply with regulatory and compliance standards.

St John’s, Newfoundland And Labrador, Canada

• Conducted in-depth technical and fundamental analysis of publicly traded companies, involving charting and reporting on indices, financial statements, and individual stocks, and provided recommendations.
• Worked closely with the sector managers on research projects, ad-hoc timely reports, along with multiple back-tested portfolio- and investment-strategies.
• Considering accounting principles, ensured that the portfolio meets with appropriate risk management guidelines.
• Conducted sensitivity/scenario analysis, valuation of different asset classes, and reviewing third party reports.
• Extensively used Bloomberg platform for Research & Analysis purposes

St John’s, Newfoundland And Labrador, Canada

• Using my strong mathematical and statistical background, I incorporated Python Programming to analyze big quantitative data.
• Using timeseries of companies’ sales, I developed applicable forecasting tools for pharmaceutical companies based on historical performance (Master’s degree thesis).
• For my second Master’s degree thesis, I used Python programming for optimization purposes (2 papers published)
• Sensitivity and scenario analysis.

St John’s, Newfoundland And Labrador, Canada

• Worked as the teaching assistant for the following courses: Project Management, Operations Management, and Decision Modeling
• Enhanced my knowledge in analytical decision making as a part of preparation for this role.
• Gained experience in diversity and inclusion via working with students with various nationalities.

St John’s, Newfoundland And Labrador, Canada

St John’s, Newfoundland And Labrador, Canada

• University Course Project (Course: Project Management)
• Project Objective: To restore a designated heritage building in the Town of Ferryland (“The Town”) within nine months.
• Created project plans with established timelines for integral phases, assigned to appropriate teams, managed workflow and achieved RFP submissions
• Forecasted, scheduled and monitored project timelines, personnel performance and cost efficiency.

Tehran, Iran

• Conducted financial modelling of the business and provided timely updates to management (Using Excel).
• Compiled financial data and perform variance analysis.
• Made informal and formal presentations to senior management to discuss deal structuring as a part of the deal team (Using Power BI & PowerPoint)
• Collaborated with internal risk partners to analyze key risks and mitigation strategies.
• Responded to ad-hoc information requests from Head Office and provided analysis within tight deadlines.
• Maintained internal reports including deal tracking, pipeline reports, and senior management briefings.

Master'S In Business, 87/100

Related courses: • Project management (GPA: 86/100) • Statistical applications in management (GPA: 94/100) • Research approaches in.

Mba, Startegy, 85/100

Related courses: • Strategic Management (GPA: 92/100) • Advanced Strategic Management (GPA: 85/100) • Financial Management (GPA: 82/100) •.

Bachelor Of Engineering - Be, Civil Engineering