• 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.

• 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

• 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.

•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.

•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.

• 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.