Simran Parmar

Simran Parmar Email and Phone Number

Aspiring portfolio manager| Passed CAIA Level 2 @ Common Exchange Ltd
surrey, british columbia, canada
Simran Parmar's Location
New Westminster, British Columbia, Canada, Canada
About Simran Parmar

As a finance professional passionate about creating value, I aim to deliver personalized investment strategies that help clients reach their financial goals. With expertise in alternative investments and risk management, I am equipped to provide tailored solutions across various market conditions. Having passed the CAIA exams, I am continually expanding my knowledge base and refining my approach to financial management. Whether in wealth management or corporate finance, I am dedicated to fostering long-term relationships, optimizing portfolios, and driving superior client outcomes.

Simran Parmar's Current Company Details
Common Exchange Ltd

Common Exchange Ltd

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Aspiring portfolio manager| Passed CAIA Level 2
surrey, british columbia, canada
Employees:
5
Simran Parmar Work Experience Details
  • Common Exchange Ltd
    Loans Officer
    Common Exchange Ltd May 2024 - Present
    Surrey, British Columbia, Canada
    As a dedicated Loan Officer, I specialize in efficiently processing loan applications using advanced Loan Management software, ensuring a streamlined and expedited procedure. I offer guidance to clients on loan options and terms, empowering them to make informed financial decisions. Known for clear communication skills, I address client questions and concerns effectively. I maintain meticulous documentation standards and ensure compliance with all regulatory requirements. By staying informed… Show more As a dedicated Loan Officer, I specialize in efficiently processing loan applications using advanced Loan Management software, ensuring a streamlined and expedited procedure. I offer guidance to clients on loan options and terms, empowering them to make informed financial decisions. Known for clear communication skills, I address client questions and concerns effectively. I maintain meticulous documentation standards and ensure compliance with all regulatory requirements. By staying informed about market trends, I adapt strategies to optimize lending solutions in dynamic financial landscapes. Show less
  • Circle Craft Co-Operative
    Sales Associate
    Circle Craft Co-Operative Oct 2023 - Dec 2023
    Vancouver, British Columbia, Canada
    Throughout my tenure as a Retail Sales Associate at Circle Craft Cooperative, I immersed myself in championing local British Columbia artisans. My passion for customer engagement was a cornerstone of my role, as I thrived on creating personalized experiences that resonated with our clientele. Whether it was sharing captivating stories behind artisanal products or providing tailored recommendations, I consistently went above and beyond to ensure each customer felt valued and inspired. This… Show more Throughout my tenure as a Retail Sales Associate at Circle Craft Cooperative, I immersed myself in championing local British Columbia artisans. My passion for customer engagement was a cornerstone of my role, as I thrived on creating personalized experiences that resonated with our clientele. Whether it was sharing captivating stories behind artisanal products or providing tailored recommendations, I consistently went above and beyond to ensure each customer felt valued and inspired. This dedication to exceptional customer service translated into exceeding sales targets and fostering lasting connections with our community. Collaborating seamlessly with colleagues, we curated an inviting and enriching store environment. Show less
  • Profitaa
    Finance Intern
    Profitaa May 2023 - Aug 2023
    Pune, Maharashtra, India
    During my internship at Profitaa, I engaged in various finance tasks, honing my skills in financial analysis, reporting, and budgeting. Additionally, I actively engaged with SIP (Systematic Investment Plan) clients, providing them with assistance and support in their investment decisions. I conducted market research, aided in financial report preparation, and contributed to budgeting processes. Collaborating with cross-functional teams, I also participated in special projects to enhance… Show more During my internship at Profitaa, I engaged in various finance tasks, honing my skills in financial analysis, reporting, and budgeting. Additionally, I actively engaged with SIP (Systematic Investment Plan) clients, providing them with assistance and support in their investment decisions. I conducted market research, aided in financial report preparation, and contributed to budgeting processes. Collaborating with cross-functional teams, I also participated in special projects to enhance operational efficiency. This experience provided me with a solid foundation in finance principles and hands-on corporate exposure. Show less
  • R.S Khandelwal & Co
    Accounts And Admin Assistant
    R.S Khandelwal & Co Nov 2022 - May 2023
    Pune, Maharashtra, India
    As an Accounts and Administrative Assistant, I played a key role in managing client account onboarding and ensuring all account setups were compliant and accurately documented. I oversaw various financial transactions, including deposits, withdrawals, and bill payments, with a strong focus on maintaining 100% accuracy and regulatory compliance. My responsibilities also included preparing and analyzing monthly financial reports, providing actionable insights to inform strategic decisions, and… Show more As an Accounts and Administrative Assistant, I played a key role in managing client account onboarding and ensuring all account setups were compliant and accurately documented. I oversaw various financial transactions, including deposits, withdrawals, and bill payments, with a strong focus on maintaining 100% accuracy and regulatory compliance. My responsibilities also included preparing and analyzing monthly financial reports, providing actionable insights to inform strategic decisions, and conducting reconciliations to ensure financial transparency. I collaborated closely with finance and client service teams, helping to streamline operations, improve efficiency, and align financial goals with overall business objectives. Show less
  • Fairy Jewels
    Manager
    Fairy Jewels Aug 2021 - Nov 2022
    Pune, Maharashtra, India
    As a seasoned Manager at a family-owned jewelry business, I’ve honed my ability to seamlessly blend financial acumen, administrative expertise, and strategic leadership to drive branch success. At Fairy Jewels, I engineered operational efficiency, streamlining financial processes and leveraging innovative strategies to enhance profitability and optimize cash flow. I led the development and execution of budgeting and forecasting initiatives, ensuring effective cost control and maximizing… Show more As a seasoned Manager at a family-owned jewelry business, I’ve honed my ability to seamlessly blend financial acumen, administrative expertise, and strategic leadership to drive branch success. At Fairy Jewels, I engineered operational efficiency, streamlining financial processes and leveraging innovative strategies to enhance profitability and optimize cash flow. I led the development and execution of budgeting and forecasting initiatives, ensuring effective cost control and maximizing margins. My leadership style fostered a culture of financial discipline, empowering teams to exceed customer expectations while consistently meeting aggressive financial targets. From precise inventory cost control and vendor negotiations to financial reporting and cash management, I’ve consistently delivered tangible results that elevate the brand, improve financial performance, and inspire colleagues to excel in both customer service and operational excellence. Show less

Simran Parmar Education Details

Frequently Asked Questions about Simran Parmar

What company does Simran Parmar work for?

Simran Parmar works for Common Exchange Ltd

What is Simran Parmar's role at the current company?

Simran Parmar's current role is Aspiring portfolio manager| Passed CAIA Level 2.

What schools did Simran Parmar attend?

Simran Parmar attended Douglas College, Brihan Maharashtra College Of Commerce, Symbiosis College Of Arts & Commerce.

Who are Simran Parmar's colleagues?

Simran Parmar's colleagues are Carolyn Berezan, Anna Love.

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