Anup Das
Toronto,Canada
Summary
CFA Level 2 Candidate and finance professional with 8+ years of experience. Skills in client relationship management, corporate actions, and financial analysis. Proven track record in driving client success by aligning solutions with strategic objectives, resolving escalations, and fostering service adoption. Expert at cross-functional collaboration to retain high-value accounts, mitigate risks, and identify growth opportunities. Strong background in finance/IR operations, regulatory compliance, and stakeholder engagement. Well-equipped to make a significant impact in any organization.
Overview
12
12
years of professional experience
Work History
Relationship Manager, Client Services
Computershare
07.2022 - Current
- Serve as primary advisor for 40+ corporate clients in Finance/IR, ensuring 100% compliance with regulatory timelines for proxy materials, shareholder meetings, and treasury transactions
- Led cross-functional working groups (legal counsel, PR firms, investment bankers) to execute 15+ shareholder campaigns annually, resolving deficiencies and aligning stakeholders on deadlines
- Reduced client escalations by 30% by proactively identifying risks (e.g., proxy guide errors, legend removal delays) and implementing preventive workflows
- Increased product adoption by training clients on shareholder analytics tools, resulting in 20% higher usage of reporting dashboards
Analyst, Corporate actions (Investor Relations Client services)
CIBC Mellon
09.2020 - 07.2022
- Processed 200+ voluntary/mandatory corporate action events (stock splits, dividends) monthly, reconciling SWIFT MT564 notifications with custodian positions to ensure 99.9% accuracy
- Resolved 50+ client inquiries weekly from global custodians and investment managers, addressing complex issues in proxy voting and entitlement calculations
- Streamlined bulletin reviews (SEDAR/CDS) by creating a centralized tracking system, cutting processing time by 25%
Senior Administrator, Client Solutions
Mackenzie Investments
09.2019 - 09.2020
- Advised 100+ advisors on registered accounts (RESP, RRSP, pensions), resolving compliance issues and improving account retention by 15%
- Designed a client onboarding checklist that reduced documentation errors by 40%
Analyst, WFM
Gatestone & Co. Inc
04.2018 - 08.2019
- Forecasted and analyzed historical and current data to determine staffing needs on excel
- Created 15+ reports weekly on both Excel and Power point for the President and the VP, this included the commission, cost and revenue forecast reports
Analyst, Investments
Emerge Capital Partners
11.2015 - 04.2017
- Supported $60M+ in real estate acquisitions by building financial models and conducting due diligence on European/Middle Eastern markets
- Collaborated with PE firms and investment bankers to analyze healthcare sector trends, contributing to a 12% portfolio ROI
- U.K & Ireland
Analyst, Operations
XL India Business Services
10.2012 - 05.2014
- Analyzed financial activities using Vlookup, Pivot Tables, Formulae’s etc
- Including the monthly close process, balance sheet account valuations and reconciliations, expenses budgeting and forecasting, and expense allocations to product lines
- India
Education
CFA Level 2 Candidate -
CFA Institute
08.2022
Master of Science - Asset Management – Finance
University College Cork
09.2015
Bachelor of Science -
Central University
08.2010
Skills
- Client Success & Retention Strategies
- Investor Relations (Proxy Planning, Shareholder Reporting, Corporate Actions)
- Cross-Functional Collaboration (Legal, Finance, C-Suite)
- Financial Analysis & Due Diligence ($60M Revenue Impact)
- Regulatory Compliance (SEDAR, CDS, SWIFT Messaging)
- Stakeholder Engagement & Strategic Communication
Timeline
Relationship Manager, Client Services
Computershare
07.2022 - Current
Analyst, Corporate actions (Investor Relations Client services)
CIBC Mellon
09.2020 - 07.2022
Senior Administrator, Client Solutions
Mackenzie Investments
09.2019 - 09.2020
Analyst, WFM
Gatestone & Co. Inc
04.2018 - 08.2019
Analyst, Investments
Emerge Capital Partners
11.2015 - 04.2017
Analyst, Operations
XL India Business Services
10.2012 - 05.2014
Master of Science - Asset Management – Finance
University College Cork
Bachelor of Science -
Central University
CFA Level 2 Candidate -
CFA Institute
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