Aman Sandhu
Windsor
Overview
5
5
years of professional experience
Work History
Financial Advisor
TD Bank
Windsor, ON
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
Waterloo, ON
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)
Waterloo, ON
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, ON08-2023
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