Yrdna Muneer Email & Phone Number

Mississauga, ON, CA

• Supported the ODD team in conducting comprehensive evaluations of alternative investment fund managers focusing on assessing operational risk, and summarized the research by writing risk-based reports for clients on.
• Analyzing audited financial statements, offering memorandums, and fund literature to identify valuation, operational, and liquidity risksfor assigned investment funds.
• Worked with colleagues across functions and teams globally through company-wide projects. Within the Sustainability Team, helped organize several events to support local charities and encourage environmentally.
• Analytics
• Research Skills
• Report Writing

• Supported Discretionary Investment Advisors in daily banking transactions and administrative tasks such as investment account openings, wiretransfers, currency conversions, and account management to meet clients’.
• Generated portfolio management reports through Croesus system to clients through follow-up emails, phone, and in-person requests to outlinetheir investment progress.
• Implemented efficient practices to manage and consistently update client information and data to implement efficient procedures for theadministration of client files.

• Consulted customers on every call with complex transactions related to financial products by asking effective questions and takingaccountability, increasing customer satisfaction rate by 30%.
• Provided vital analysis and recommendations by matching products and services to customers needs while concentrating on customer emotionsto help resolve unmatched products through a relationship builder tool.
• Achieved quarterly target metrics by multi-tasking call speed, hold timing, first contact resolution, adherence, and compliance to increaseindependent productivity scores by 74%.Compliance Lead & Mentor
• Developed written comprehensive reports to document compliance procedural changes and verbally communicated findings of analysis to mycolleagues for team productivity increase of 28% in compliance passes.
• Organized crucial consultations in weekly team huddles by ensuring individual compliance is met and providing appropriate coaching whenneeded to ensure safeguard from anti-money laundering and fraudulent banking.

• Sustained a balanced closing register by efficiently counting funds manually for POS and MasterCard payment transactions ranging up to$10,000 to prohibit acceptance of counterfeit bills to reduce discrepancies and.
• Trained new team member on system operations, customer service strategies and sales goals by providing a tenured perspective increasing theirperformance by 62%.
• Generated customer loyalty by interacting with customers as a service-oriented team member with eloquent friendly demeanor and continuallearning about store policies to met and exceed customer satisfaction.

University Of Toronto Mississauga

I was also the BizFrosh & BizFormal Chair of Student Engagement at IBA where I plan and execute a broad variety of conferences, events and workshops within the association, and in collaboration with other clubs and university organizations. I conducted recruitment procedures and interviews for new associates.

University Of Toronto Mississauga

Outside of my work experience and education, I am involved in the largest non-profit academic society, IMI Business Association (IBA), at UTM. My first exposure to the club was as a Student Engagement Associate, where I assisted in helping coordinate activities and event scheduling for events in my division. Also helped in planning for the biggest.

• Worked alongside team members in the National Billing and Collections Department where I learned and performed essential functions related to billing, collections and accounts receivable
• Performed collection calls on past due accounts, followed up with customers, processed credit notes, refunds, filing and other clerical duties
• Displayed a team player attitude and easily got along with co-workers in the office
• Recognized by upper management on multiple occasions for tact, empathy and professionalism in addressing and resolving customer complaints

Bachelor Of Commerce - Bcom, Finance Specialist

High School Diploma, Business Administration And Management, General

Activities and Societies: SHSM Business Specialist Program

Dual Credit Program Completion, Marketing