Passionate Business Analyst and process optimization specialist with over five years of experience in data analysis, problem-solving, and operational reengineering.
An expert in project management, solution design, and stakeholder communication, I specialize in designing and deploying automation solutions that enhance efficiency, reduce costs, and improve data reliability.
Certified ScrumMaster and strategic leader, I drive business transformation through innovative, data-driven approaches tailored to complex environments.
With a strong background in banking, insurance, and finance, I have a deep understanding of Canadian investment products. Proactive and results-oriented, I excel in modeling business processes, visualizing insights through dashboards, and engaging teams to implement impactful solutions.
What do I need to get started? A blank canvas and a vision.
Advised customers on investments, including market outlooks (2+ billions AUM)
Modeled clients’ portfolios and provided recommendations on multi-asset allocations to diversify risk
Performed qualitative and quantitative research to reveal markets trends
Generated investment ideas to rebalance portfolios by attending to firm conferences and reading sell side research
Maintained customer relation and follow-up through a management system.
Detailed Description
Nearly doubled our sales objectives by supporting a new money investment deals on multi-strategy funds
Converted an old Excel-based CRM into a sophisticated coded one, cutting time looking for data by 75%
Increased operating efficiency by 300% in our 120-arbitrages batch through a VB solution, eliminating redundant procedures and reducing market exposure.