Overview
Work History
Education
Skills
Timeline
Generic

Aman Sandhu

Windsor

Overview

5
5
years of professional experience

Work History

Financial Advisor

TD Bank
12.2023 - Current
  • Managed marketing calling campaigns to colleagues to introduce potential clients to the banks investment offerings
  • Utilized CRM software to track each customer interaction, to manage accounts and to create personalized models for customers that would closely meet their needs
  • Work closely with the branch manager to find and analyze new financial opportunities, leveraging market research to connect with individuals seeking financial advice
  • Provided exceptional customer service by building and maintaining relationship with clients by updating each individual with new investment opportunities tailored to each need

Research Finance Accountant

Wilfrid Laurier University
03.2020 - 01.2022
  • Prepared various accounting reconciliations and analyses monthly using Oracle Cloud ERP
  • Reconciled investment manager statements, including income and fees
  • Facilitated treasury components of the month-end close process, including booking interest and fee entries
  • Assisted in managing the various research and trust funds held by the University
  • Prepared the working papers required for the financial statement audit of the University of Windsor

Math & Risk Analyst

Laurier Student Investment Fund (LSIF)
01.2021 - 04.2021
  • Determined optimal portfolio weightings and provide quantitative risk management for portfolio valued at $220,000
  • Monitored portfolio metrics such as variance, SD, beta, Value at Risk (VaR), efficient frontier, Sharpe ratio, and other relevant quantitative indicators
  • Determined accurate time-weighted returns against market indices to benchmark portfolio performances
  • Contributed to Annual Report and other ad-hoc requests from the Board of Trustees with a summary of the fund's allocations and risk measurements

Education

Bachelor of Arts - Specialization: Honours Economics, Finance

Wilfrid Laurier University
Waterloo, ON
08-2023

Skills

  • MS Office Suite
  • Excel
  • PowerPoint
  • Word
  • Outlook
  • SAP Financials
  • Oracle ERP
  • SQL
  • CRM
  • QuickBooks
  • Bloomberg Terminal
  • Paychex HR Solutions
  • Data analytics
  • Technical analysis
  • Fundamental analysis
  • Accounting principles
  • A/R
  • A/P
  • Cost management
  • Financial reporting
  • Forecasting
  • Problem solving
  • Public speaking
  • Attention to detail

Timeline

Financial Advisor

TD Bank
12.2023 - Current

Math & Risk Analyst

Laurier Student Investment Fund (LSIF)
01.2021 - 04.2021

Research Finance Accountant

Wilfrid Laurier University
03.2020 - 01.2022

Bachelor of Arts - Specialization: Honours Economics, Finance

Wilfrid Laurier University

Similar Profiles

CREATE PROFILE
Aman Sandhu