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WORK EXPERIENCE

Feb 2022 - Present

SENIOR ANALYST,
OPTIS CONSULTING INC.

  • Lead business requirements analysis, project resource identification, and the creation of high-quality deliverables to support a smooth transition of software implementation and company-wide adoption. 

  • Facilitate key dialogues among business stakeholders, enabling collaboration for a successful transition to company-wide adoption of software implementation. 

  • Collaborate with multiple stakeholder groups to design future-state processes that enhance the efficiency of the company and apply best practice change management to increase user adoption.

  • Support business development activities by engaging with external vendors to facilitate the adoption of software implementation.

  • Assisted in providing valuable recommendations for the successful implementation of technology solutions, identifying key strategic initiatives and project milestones.

July 2021 - Feb 2022

BUSINESS ANALYST,
CI GLOBAL ASSET MANAGEMENT

  • Assists in defining project plans, workflow plans, identifying project deliverables and delivering project status reports on medium to large scale projects.

  • Creating User Acceptance Testing (UAT) test plans, and logging the issues found to streamline reporting to IT and provide sign-off upon completion.

  • Provide post-implementation support on new initiatives by serving as a Subject Matter Expert after project completion. Provide support to the Communications team for Internal and External communications.

  • Assist in creating and mutual funds setups. Help maintain Mutual Fund data integrity, pricing and availability.

  • Communicate effectively with stakeholders, providing timely updates until projects are complete.

Sept 2020 - June 2021

CLIENT RELATIONS,
CI DIRECT TRADING

• Responsible for providing timely and courteous service to clients while supporting various departments support inquiries.

•  Responsible for researching and resolving client issues along with assisting new accounts administration and transfer team support.

• Applying my advanced my communication skills when contacting different departments to resolve account related problems. along with answer live chats and support tickets to best service our clients.

• Though daily tasks reinforce aptitude in excel, through the use of logging client interacting, and generating reports to send out to clients. Also, help with the transition to salesforce along with various ad-hoc projects.

Oct 2018 - Sept 2020

INVESTOR RELATIONS,
CI GLOBAL ASSET MANAGEMENT

  • Dynamic and versatile role as a strategic asset, providing vital financial insights within a high-performance investment company. Actively supporting a range of innovative financial products and fostering professional partnerships with financial advisors and investors.

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  • Utilized advanced reports and trending data, such as NAV, MER, dividend distributions, and performance of underlying investments of mutual funds, to provide valuable insights for crucial investment decisions.

  • Enhanced my research skills by navigating through internal resources and advanced my communication skills when contacting different departments to resolve problems. 

  • Reinforced aptitude in excel, and salesforce through daily use of logging interacting and generating reports to send out to clients and financial advisors. 

  • Conducted comprehensive evaluations of client and corporate portfolios, identifying capital gains and dispositions, and investigating any discrepancies in account holdings and financial adjustment calculations.

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