Ayan Ali
Toronto,ON
Summary
Experienced financial professional with a diverse background in finance, human resources, technology, and project management. Certified Project Management Professional (PMP) consistently delivering successful projects throughout career. Seeking a challenging role to leverage multifaceted experience, leadership abilities, and project management skills to drive growth and success within a dynamic organization.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Assistant Project Manager
National Bank of Canada
07.2019 - Current
- Assisted senior analysts in financial statement analysis and investment valuation.
- Conducted research on industry trends and market conditions.
- Prepared financial reports and presentations for stakeholders.
- Developed and maintained automated reporting systems.
- Collaborated with cross-functional teams to develop data-driven solutions.
- Performed benchmarking analysis and contributed to financial modeling.
- Identified risks and opportunities in the financial market.
- Led and managed multiple projects, ensuring they were completed on time, within scope, and on budget, leveraging PMP certification to enhance project outcomes.
- Coordinated project schedules, resources, and stakeholders to ensure alignment with project goals.
- Implemented project management best practices to improve efficiency and effectiveness.
- Conducted risk assessments and developed mitigation strategies to address potential project challenges.
- Facilitated project meetings and communicated progress to senior management and stakeholders.
Private Wealth Account Manager
Mackenzie Investments
05.2017 - 06.2019
- Managed high-net-worth client portfolios, implementing tailored wealth management strategies.
- Developed customized investment plans and asset allocation models.
- Conducted regular portfolio reviews, adjusting strategies based on market conditions.
- Cultivated strong client relationships through proactive communication and personalized service.
- Collaborated with internal teams to ensure compliance and alignment with firm policies.
- Stayed informed on tax laws, government benefits, and investment products relevant to clients’ needs.
- Led multiple projects, coordinating schedules, resources, and stakeholders to ensure alignment with goals.
- Implemented best practices to improve efficiency and effectiveness in project execution.
- Conducted risk assessments and developed mitigation strategies to address potential challenges.
- Facilitated project meetings and communicated progress to senior management and stakeholders.
Human Resources Benefits Specialist
WestJet Airlines
01.2015 - 02.2017
- Conducted regular audits of employee benefits for compliance and improvements.
- Administered health, dental, vision, life, disability insurance, and retirement plans.
- Educated employees on benefit options for informed decisions.
- Processed and reconciled monthly benefits invoices accurately.
- Maintained precise HR records, ensuring compliance with labor laws.
- Participated in HR projects, coordinating schedules and resources to meet project goals.
- Conducted benefits orientations and facilitated training sessions.
- Coordinated with payroll for accurate deductions and contributions.
- Implemented best practices to improve efficiency and effectiveness in benefits administration.
- Led initiatives to enhance employee engagement and satisfaction with benefits programs.
- Conducted risk assessments and developed strategies to address potential compliance issues.
Education
Project Manager -
Project Management Institute
Toronto, ON09.2024
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University of Calgary
01.2012
Skills
- Project monitoring
- Project planning
- Project scheduling
- Purchasing and procurement
- Project reporting
- Schedule management
- Schedule coordination
- Meeting facilitation
- Reporting and documentation
Certification
- PMI Institute (PMP)
- 2024
Languages
English
Native or Bilingual
Timeline
Assistant Project Manager
National Bank of Canada
07.2019 - Current
Private Wealth Account Manager
Mackenzie Investments
05.2017 - 06.2019
Human Resources Benefits Specialist
WestJet Airlines
01.2015 - 02.2017
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University of Calgary
Project Manager -
Project Management Institute