Summary
Overview
Work History
Education
Skills
Timeline
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Akshat Raju Porwal

Kelowna

Summary

Fourth-year Management student at UBC Okanagan, minoring in Economics. President of the Management Student Association, leading industry engagement initiatives through business trips, case competitions, and charity fundraisers. Experience as a Client Advisor at RBC and in administrative roles supporting Commercial Banking Vice Presidents. Teaching Assistant for multiple business courses, assisting students with financial accounting concepts. Strong problem-solving, communication, and leadership skills, with a keen interest in investment banking and wealth management.

Overview

3
3
years of professional experience

Work History

Client Advisor

RBC Royal Bank
05.2024 - Current
  • Identify client banking needs and provide tailored financial solutions, driving customer engagement.
  • Leverage digital banking platforms to streamline transactions, reducing in-person service time.
  • Develop strong problem-solving skills by handling client financial inquiries and resolving issues efficiently.

Administrative Assistant

RBC Royal Bank
06.2023 - 04.2024
  • Analyzed commercial banking data, generating reports for decision-making by senior management.
  • Assisted two Vice Presidents (Commercial Banking Okanagan Market, and CFS Indigenous markets) in strategic planning by preparing key financial reports on expenses, payroll, and market trends.
  • Developed proficiency in Microsoft Excel for financial reporting and data analysis

Undergraduate Teaching Assistant

UBC
01.2022 - Current
  • MGMT 480 - Law and Business (Jan 2025 - Apr 2025)
  • MGMT 220 - Introduction to Marketing (Jan 2025 - Apr 2025)
  • MGMT 201 - Introduction to Financial Accounting (Sep 2024 - Dec 2024)
  • MGMT 110 - Introduction to Management Thought and Social Responsibility (Jan 2022 - Apr 2022; Sep 2022 - Apr 2023)
  • Grade coursework, facilitate discussions, and provide academic support to students.
  • Assist faculty in refining course material and assessments.

President

Management Student Association
05.2024 - Current
  • Lead a team of 9 VPs, overseeing strategy, event planning, and organizational development.
  • Manage a budget of $100,000, allocating resources for student initiatives, networking events, and competitions.
  • Expand industry partnerships, collaborating with finance professionals and firms to provide student career opportunities.
  • Represent the association in high-profile university and external stakeholder meetings.
  • Oversee event execution, ensuring student engagement and professional development initiatives align with organizational goals.

External Campus Ambassador

Ted Rogers Management Conference
10.2022 - 03.2023
  • Spearheaded campus outreach efforts, increasing student participation in Canada's largest undergraduate business conference.
  • Built partnerships with industry leaders, connecting students to networking opportunities and career pathways.
  • Promoted TRMC events through strategic marketing and direct engagement, enhancing university representation.
  • Facilitated communication between TRMC organizers and student organizations, ensuring effective collaboration.

Education

Candidate -

CFA Level 1
08.2025

Bachelor of Management - Economics

The University of British Columbia Okanagan
Kelowna, BC
05-2025

Skills

  • Finance & Analytics: Bloomberg Market Concepts, Financial Modeling (FMI), Excel, Qualtrics
  • Software: JavaScript, Adobe Acrobat
  • Business & Leadership: Strategic Planning, Market Research, Communication

Timeline

Client Advisor

RBC Royal Bank
05.2024 - Current

President

Management Student Association
05.2024 - Current

Administrative Assistant

RBC Royal Bank
06.2023 - 04.2024

External Campus Ambassador

Ted Rogers Management Conference
10.2022 - 03.2023

Undergraduate Teaching Assistant

UBC
01.2022 - Current

Candidate -

CFA Level 1

Bachelor of Management - Economics

The University of British Columbia Okanagan

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Akshat Raju Porwal