Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Employee of the Month
Timeline
Generic

Darsh Patel

Toronto,Canada

Summary

Expert in fundamental analysis and committed to delivering exceptional investment strategies. Analytical and highly motivated Wealth & Portfolio Manager with a strong foundation in financial analysis, investment strategy, and client portfolio management. Proven ability to manage end-to-end investment processes including market research, asset allocation, risk mitigation, and performance tracking. Experience spans freelance wealth management, data analytics, and agile project delivery in SaaS environments. Adept at integrating statistical insights into investment decisions and managing teams to achieve financial and operational targets. Currently preparing for the CFA certification to deepen financial acumen and pursue a long-term career in fund or portfolio management.

Overview

6
6
years of professional experience

Work History

Freelance Wealth & Portfolio Manager

Freelance
04.2023 - Current
  • Constructed and actively managing a diversified equity and ETF portfolio based on fundamental and market analysis.
  • Built strategies to track parameters and tracking the fair price of a stock.
  • Advised individual clients on asset allocation strategies tailored to risk appetite and time horizons.
  • Used equity screening, technical indicators, and ETF research to construct diversified portfolios.
  • Provided ongoing performance reporting, benchmarking, and rebalancing support.
  • Portfolio allocation by sector: 12.74% Technology, 11.6% oil and gas, 0.65% Retail, 75% ETF & Index Funds (India and Canada)
  • Monitor macroeconomics trends, earnings reports, and sector-specific developments to guide rebalancing decisions.
  • Conducted deep-dive research into emerging sectors including fintech and green energy investments.
  • Managing cumulative investments of $45,000 with 13% YTD returns as of Q2 2025.
  • LATEST PORTFOLIO UPDATE: Made 35% on liquidation profits for portfolio of 3 clients.
  • Skills: Risk Management, Portfolio Management, Capital Markets, Technical Analysis, Fundamental Analysis, Equity Trading, Strategic, Account Management.

Supervisor

Tim Hortons
07.2022 - Current
  • Led the daily operations of a high-volume location generating more than $1.2 million in sales each year.
  • Used upselling and labor control strategies, which led to a 12% rise in quarterly profit margins.
  • Managed and coached a team of more than 15 people, and created a culture of accountability and support.
  • Worked with higher management to create performance measures and incentive schemes.
  • Supervised daily operations to ensure efficient service delivery and high customer satisfaction.
  • Trained and mentored team members on best practices and operational standards.
  • Implemented workflow improvements that enhanced productivity and reduced wait times.
  • Monitored inventory levels, ensuring optimal stock availability for smooth operations.

Certified Scrum Product Owner

Vertafore
06.2019 - 11.2021
  • Collaborated with cross-functional teams to translate investor needs into product requirements.
  • Led sprint planning, backlog grooming, and UAT testing for SaaS-based insurance and finance tools.
  • Delivered compelling investor pitches, incorporating ROI metrics and user journey mapping.
  • Ensured alignment between client expectations and product delivery through agile methodologies.
  • Supported optical sales team by providing product knowledge, offering recommendations, and assisting with inventory management.
  • Facilitated cross-functional collaboration between development teams, QA analysts, product owners, and stakeholders to ensure alignment on project goals and requirements.
  • Utilized CRM platforms for efficient tracking and management of leads, prospects, and customer information, streamlining the sales process and enhancing overall productivity.
  • Worked closely with product owners to define requirements, establish priorities, and set realistic timelines for delivery of new functionality.

Education

Master of Science - Project Finanace And Business Management

Northeastern University
Boston, MA
12-2023

Skills

  • Equity valuation
  • Client relations
  • Client relationship management
  • Client interfacing
  • Investment strategy
  • Fundamental analysis
  • Developing proposals
  • Portfolio construction
  • Due diligence
  • Presentation skills
  • Data analytics
  • Wealth management
  • Trading strategies
  • Marketing
  • Asset allocation
  • Cross-functional collaboration
  • Technical analysis
  • Fixed income analysis
  • Profitability optimization
  • Contract negotiation
  • Financial analysis
  • Quantitative analysis

Accomplishments

  • Achieved 35% absolute returns by introducing custom financial statement metrics calculator for fundamental analysis of company's financial health.
  • Achieved 8% sales increase by upselling strategies with accuracy and efficiency.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Languages

English
Full Professional

Employee of the Month

Successfully completed CSM Certification

Conducted client UAT and met Acceptance criteria for major application updates

Well documented client requirements, test cases and release plans

Timeline

Freelance Wealth & Portfolio Manager

Freelance
04.2023 - Current

Supervisor

Tim Hortons
07.2022 - Current

Certified Scrum Product Owner

Vertafore
06.2019 - 11.2021

Master of Science - Project Finanace And Business Management

Northeastern University

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Darsh Patel