Anoop Chander Singarapu
Toronto,ON
Summary
Dynamic Investment Associate with TD Bank, skilled in financial evaluation and client relationship management. Proven track record in enhancing portfolio performance and optimizing capital structures. Adept at risk assessment and developing tailored investment strategies, driving significant improvements in customer experience and minimizing bad debt write-offs. Passionate about delivering exceptional results in fast-paced environments.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Investment Associate
TD Bank
Toronto, Ontario
01.2021 - 06.2025
- Conducted analysis of asset allocation models to align with objectives and risk tolerance.
- Compiled detailed reports on portfolio activity and performance metrics.
- Managed portfolio performance by monitoring market changes and client risk tolerance.
- Identified opportunities to enhance customer experience while minimizing bad debt write-offs.
- Analyzed financial statements to assess risk and return ratios of various stocks.
- Assisted in creating customized portfolios based on investor goals and preferences.
Investment Operations Associate
Royal Bank of Canada
Montreal, Quebec
04.2019 - 01.2021
- Executed trades in collaboration with brokers, ensuring adherence to best practices at all times.
- Reviewed legal documents for financing transactions, including indentures and credit agreements.
- Assisted senior bankers in developing financial models and valuations for mergers and acquisitions.
- Advised clients on capital structure optimization strategies aligned with business objectives.
- Participated in weekly team meetings to discuss updates on active deals and share insights.
Education
Post Graduate Diploma - Financial Analysis
Concordia University
Montreal, QC04-2019
Bachelor of Science - Civil Engineering
Jawaharlal Nehru Technological University
Hyderabad05-2014
Skills
- Financial evaluation and analysis
- Investment strategy development
- Risk assessment and management
- Market execution and analysis
- Trade execution techniques
- Client relationship management
Certification
- Derivatives, Futures & Options Licensing Course
References
References available upon request.
Timeline
Investment Associate
TD Bank
01.2021 - 06.2025
Investment Operations Associate
Royal Bank of Canada
04.2019 - 01.2021
Post Graduate Diploma - Financial Analysis
Concordia University
Bachelor of Science - Civil Engineering
Jawaharlal Nehru Technological University
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