Profile
Vaishvik T. - 15170 Investment Analyst from Canada
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Rate/hr
$28.73
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Vaishvik T. - 15170
11:38 PM, GMT +00:00

Vaishvik T. - 15170 Investment Analyst from Toronto

About

I am currently employed at the Bank of Montreal (BMO) as a customer service representative. I have managed to achieve sales targets by 150% constantly and contributed significantly to the credit cards sales of the bank each week. I am IFC certified and a deep understanding of the Canadian Financial services space. I have vast experience in working in teams and fast-paced environments. I am also a CFA level 1 candidate and enrolled in the Canadian Securities Course. As a result of my role as an Equity Research Analyst at JVS finmart, I am confident that I have the abilities necessary to lead Geolance to the next level in accounting, risk, foreign markets, financial statement analysis, and financial modeling. To figure out how particular security will behave, I used a variety of techniques, including problem-solving skills, data interpretation, and other resources. Often, this included comparing a stock's statistical data to current market activity to determine its value. Furthermore, I have managed a family portfolio of 1 million Indian Rupees and generated a net return of 25% throughout the period through various investing philosophies such as value investing, momentum investing, and Swing trading.
Occupation

Investment Analyst

Work experience
2022 - Present
Customer Service Representative
BMO Financial Group (Bank of Montreal)
2021 - 2022
Administrative Assistant
Durham Region (Regional Municipality of Durham)
2020 - 2021
Equity Research Analyst
JVS Finmart
2020 - 2021
Portfolio Manager
Self-Employed (Managing Family Portfolio)
2018 - 2020
Co-Owner
AdVik Cricket Club
Education
2021 - 2022
Northeastern University
Master of Science
2016 - 2020
Pandit Deendayal Energy University
Bachelor of Technology
Calendar
June 2022
SU M TU W TH F SA
Available
Unavailable

Skills

Business Analysis
4 Y
Cash Handling
4 Y
Communication Skills
4 Y
Credit Cards
4 Y
Customer Service
4 Y
Equities as Derivatives
4 Y
Financial Modelling
4 Y
JIRA
4 Y
Microsoft Project
4 Y
Microsoft SharePoint
4 Y
Microsoft Word
4 Y
Mutual Funds
4 Y
Portfolio Administration
4 Y
Power BI
4 Y
Risk Management
4 Y
Salesforce.com
4 Y
SQL
4 Y
Tableau
4 Y
Trading
4 Y

Other skills

Equity Capital Markets

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