Client-focused MBA Graduate with outstanding talents in financial analysis and reporting eager to contribute keen interests in investment banking toward supporting a dynamic organization in optimizing bottom-line performance and profitability.

 

 

         Broad-scope professional background spans sales, marketing and customer service, illustrating proven capabilities in quickly adapting to new roles, responsibilities, tasks and environments.

         Solid knowledge of investment products inclusive of mutual funds, hedge funds, segregated funds, REIT (real estate investment trusts), and ETF (exchange-traded funds).

         Strong interests and acumen in investment analysis and portfolio management; knowledgeable in risk-return trade-off, asset allocation, market indexes and market efficiency.

         Able to prepare and analyze journal entries, balance sheet, and income and cash flow statements in accordance with GAAP and IFRS.

         Accurately interpret financial statements of public companies, conduct analysis of footnote data, and prepare adjustments to statement.

         Well-versed in corporate finance encompassing computation of net present value, optimal capital structure and dividend policy, and valuation of company using relative valuation and DCF (discounted cash flow) model.

         Excellent knowledge of fixed income securities and pricing of bonds including US treasury.

         Skilled in conducting valuation of real properties using multiple valuation approaches.

         Versatile, ambitious and willing to relocate.

 

 

CFA credential in progress

 

MBA Degree in Finance, Sobey School of Business, Saint Mary s University, 2010

 

Canadian Securities Course, 2010

 

Bloomberg Equity and Fixed Income Certification, 2010

 

Bachelor of Science, Delhi University, India, 2001

 

 

TigerTel Communications Inc, Halifax, 2009 to Present

Customer Service Representative

         Interview customers via telephone to solicit feedback on in-store experience and input findings in computer database.

         Respond to customer inquiries and complaints to maximize satisfaction and company reputation.

 

Continued

 

 

 

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Professional Experience continued

 

Saint Mary s University, 2009 to 2010

Fundraiser

         Contacted and updated Alumni in recent school developments while persuasively soliciting donations for school.

 

Heartland Transcription & Service Pvt. Ltd, India, 2001 to 2008

Team Lead

         Applied sharp leadership attributes toward managing, directing, motivating, coaching, and supervising team of 25 senior editors, consistently ensuring workflow aligned with deadlines and customer expectations.

         Evaluated staff performance and provided constructive feedback to elevate productivity. 

         Generated and submitted weekly reports to top-level management.

 

Self-employed, Delhi, India, 2005 to 2008

Material Supplier

         Fostered, nurtured and maintained cooperative relationships with major construction company client base, vital to optimizing satisfaction and loyalty.

         Promoted and offered top-quality materials to rapidly boost annual sales by 30%.

 

Self-employed, Delhi, India, 2007 to 2008

Co-Owner

         Spearheaded daily operations for snacks/beverage counter at large company comprised of 500 employees, regularly introducing new products to maximize sales revenues.

         Exhibited proficiency in inventory management, product ordering, customer relations, and staff training and supervision.

 

 

Microsoft Office Suite (Word, Excel (Pivot table), PowerPoint, Outlook); typing speed of 60 wpm