Passionate Business Analyst with over 5 years of experience in data analysis and problem-solving, aiming to improve business processes.
I have a strong expertise in project management, data analysis, solution design and stakeholder communication. I also have a solid experience in extracting and transforming data from various sources, as well as in visualizing and creating dashboards to communicate analysis results.
I am skilled in modeling business processes, understanding customer and user needs, recommending effective solutions, and ensuring efficient implementation. Result-oriented and passionate about innovation and creativity, I have worked in banking, insurance and finance sectors, which has given me a strong command of Canadian investment products.
I have a great ability to engage and work in a team, communicate effectively and manage multiple projects simultaneously, as well as being proactive.
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.