Simarpreet Kaur

Simarpreet Kaur Email and Phone Number

Associate Financial Analyst at Rocket Mortgage Canada @ Rocket Mortgage Canada
Simarpreet Kaur's Location
Burnaby, British Columbia, Canada, Canada
About Simarpreet Kaur

Simarpreet Kaur is a Associate Financial Analyst at Rocket Mortgage Canada at Rocket Mortgage Canada. She possess expertise in microsoft power bi, responsible investing, analytical skills, spreadsheets, carbon footprint and 12 more skills. Colleagues describe her as "I’ve had the pleasure of working with many Treasury research analyst interns in the past several years, but Simarpreet is someone who I am really impressed. Simarpreet started her internship upon graduating from the Master of Finance program and filled nicely into the position. Not only did she leverage her knowledge as the ESG manager of SIAS Investment Fund to our extensive discussion but she helped the team to accomplish important projects including a comprehensive peer group responsible investment study for our board and to develop the university's public responsible investment reports. In addition, Simarpreet’s ability to manage multiple projects made a dramatic difference in the productivity level of our team. I’ve loved my experience working with Simarpreet and highly recommend her to any company."

Simarpreet Kaur's Current Company Details
Rocket Mortgage Canada

Rocket Mortgage Canada

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Associate Financial Analyst at Rocket Mortgage Canada
Simarpreet Kaur Work Experience Details
  • Rocket Mortgage Canada
    Capital Market Analyst
    Rocket Mortgage Canada Jun 2024 - Present
    Vancouver, British Columbia, Canada
  • Rocket Mortgage Canada
    Financial Analyst
    Rocket Mortgage Canada Mar 2024 - Jun 2024
    Vancouver, British Columbia, Canada
  • Rocket Mortgage Canada
    Associate Financial Analyst
    Rocket Mortgage Canada Aug 2022 - Mar 2024
    Vancouver, British Columbia, Canada
  • Rocket Mortgage Canada
    Finance Intern
    Rocket Mortgage Canada May 2022 - Aug 2022
    Vancouver, British Columbia, Canada
    -Analyzing business-related metrics to summarise information and deliver reports to help drive the growth of business-Assisting in creating materials for business presentations
  • Simon Fraser University
    Treasury Research Analyst
    Simon Fraser University Jan 2022 - Jun 2022
    British Columbia, Canada
    Helping SFU to build its first Responsible Investment and Carbon Footprint reports.
  • Student Investment Advisory Service (Sias)
    Equity Research Analyst
    Student Investment Advisory Service (Sias) Nov 2020 - Dec 2021
    Canada
    -Conduct Equity research for the Consumer Discretionary sector for the Canadian Equity team-Produced various reports, sector research, modelling, stock valuation-Awarded analyst of the month for March 2021.
  • Student Investment Advisory Service (Sias)
    Esg Manager
    Student Investment Advisory Service (Sias) Nov 2020 - Dec 2021
    Canada
    -SIAS is one of the largest student-run Investment fund in North America-Work closely with Portfolio Managers to identify securities that may threaten portfolio value due to ESG issues-Co-ordinate with analysts of different asset classes (30+people) to integrate ESG issues and Opportunities in security selection -Conduct workshops for the analysts to better understand ESG issues and metrics-Monitoring the portfolio holdings and performance on ESG metrics-Conduct Proxy voting in AGMs on behalf of the client to ensure continuous shareholder engagement and fair and transparent corporate governance-Prepare and deliver quarterly presentations on ESG performance of the fund versus the benchmark
  • Aon
    Analyst
    Aon Jul 2019 - Jun 2020
    Gurgaon, India
    Well versed understanding of Compensation Bench-marking, data research, analysis and presentation.
  • Aon
    Junior Analyst
    Aon May 2018 - Jun 2019
    Gurgaon, India

Simarpreet Kaur Skills

Microsoft Power Bi Responsible Investing Analytical Skills Spreadsheets Carbon Footprint Research Microsoft Excel Dashboard Finance Microsoft Outlook Economics Visual Basic For Applications Financial Analysis Presentations Esg Office 365 Microsoft Powerpoint

Simarpreet Kaur Education Details

Frequently Asked Questions about Simarpreet Kaur

What company does Simarpreet Kaur work for?

Simarpreet Kaur works for Rocket Mortgage Canada

What is Simarpreet Kaur's role at the current company?

Simarpreet Kaur's current role is Associate Financial Analyst at Rocket Mortgage Canada.

What schools did Simarpreet Kaur attend?

Simarpreet Kaur attended Beedie School Of Business At Simon Fraser University, Sri Guru Gobind Singh College Of Commerce.

What skills is Simarpreet Kaur known for?

Simarpreet Kaur has skills like Microsoft Power Bi, Responsible Investing, Analytical Skills, Spreadsheets, Carbon Footprint, Research, Microsoft Excel, Dashboard, Finance, Microsoft Outlook, Economics, Visual Basic For Applications.

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