Summary
Overview
Work History
Education
Skills
Websites
Financial Certifications
Professional Designations
Timeline
Generic

JAWWAD RAZA

Ontario,,Canada

Summary

Entrepreneur with extensive experience at RBC Royal Bank, specializing in financial strategy and operational management. Co-founded several successful restaurant concepts, generating over $1 million in revenue within the first year. Proficient in data analysis and team leadership, with a focus on process optimization to improve profitability and service quality.

Overview

14
14
years of professional experience

Work History

Co-Founder | Managing Partner

LAARI ADDA
Mississauga, Ontario
02.2018 - Current
  • Company Overview: Built and established a pioneering restaurant concept that quickly achieved widespread regional recognition and market success.
  • Directed all operational functions, aligning day-to-day execution with strategic growth goals
  • Managed financial infrastructure—budgets, payroll, tax filings, and reporting—with full accountability for P&L performance
  • Optimized vendor contracts and procurement systems, improving margins and reducing supply chain risk
  • Designed and enforced SOPs to elevate service standards, minimize waste, and streamline workflows
  • Recruited, trained, and retained top-tier talent, cultivating a culture of accountability and excellence
  • Led localized marketing and digital growth strategies, driving sustained revenue increases and high ROI
  • Analyzed key financial and operational KPIs to inform data-driven decisions and improve profitability
  • Ensured full compliance with regulatory standards, consistently achieving top scores in health department audits and inspections
  • Built and established a pioneering restaurant concept that quickly achieved widespread regional recognition and market success.

Co-Founder | Head, Operations and Finance

RAILWAY STATION
Mississauga, Ontario
02.2022 - 11.2023
  • Company Overview: Co-founded and launched a new restaurant concept, achieving over $1 million in revenue within the first year and establishing a strong market presence.
  • Led operations with a focus on systems optimization, cost control, and consistent guest experience
  • Designed and implemented scalable operational frameworks to support rapid brand growth
  • Directed financial strategy, including budgeting, forecasting, capital allocation, and financial reporting
  • Drove double-digit profit margin growth through disciplined cost management and data-informed decision-making
  • Oversaw end-to-end financial operations—payroll, tax filings, cash flow management, and financial audits
  • Built and mentored a cross-functional leadership team across kitchen, service, and back-office functions
  • Negotiated high-value vendor partnerships and contracts to support scalability and profitability
  • Maintained strong compliance and governance standards across all operations, enabling smooth audits and regulatory approvals
  • Co-founded and launched a new restaurant concept, achieving over $1 million in revenue within the first year and establishing a strong market presence.

Financial Planner, Investment & Retirement Planning

RBC ROYAL BANK
Mississauga, Ontario
03.2017 - 11.2017
  • Proactively identify and pursue opportunities to initiate new client relationships
  • Conduct in-depth client discovery meetings with outcome-oriented discussions
  • Prepare and maintain Investment Policy Statements, KYC documents, and asset allocation proposals for each client in accordance with their investment objectives and risk profiles; propose suitable RBC portfolio solutions
  • Conduct regular meetings with clients to review portfolio positioning and progress towards long term investment goals
  • Collaborate with associates and partners to ensure the highest quality of service and ensure client portfolios comply with all applicable compliance policies and procedures
  • Develop strong relationships with centers of influence, other financial planners and various other service partners to construct an ecosystem of RBC products to fulfill clients’ needs in a one-stop-shop arrangement

Fund Analyst

RBC GLOBAL ASSET MANAGEMENT
Toronto, Ontario
07.2015 - 03.2017
  • Performed an integral role within the Fund Valuations group by analyzing and reporting daily market activity and corporate events along with their impact on RBC and PH&N funds; priced funds and generated daily NAVs
  • Supervised in-depth analytical processes of all Asian, European, North and South American equities and emerging markets fixed income securities, reviewed pricing files and tackled pricing anomalies
  • Skillfully analyzed and reported market impact of multiple asset classes such as equities, fixed income, bond forwards, futures, interest rate swaps, options and various asset-backed securities
  • Responsible for monitoring externally managed or sub-advised funds; ran daily trade checks and reviewed monthly asset allocations performed by third party asset managers
  • Monitored all stages of the valuation process to manage operational risk; reported on risk events and operational issues while maintaining records to prevent future instances
  • Created an extensive database of all RBC, PH&N and Blue Bay funds to study monthly portfolio turnovers; trained junior analysts to create and maintain fresh data layers monthly
  • Built a security classification model which empowered fund valuation staff to set up and classify new securities in the funds with greater simplicity and efficiency; system implemented across RBC Global Asset Management

Chief Investment Officer | Global Macro & Derivatives Specialist

JTR CAPITAL PARTNERS
Mississauga, Ontario
03.2011 - 05.2016
  • Company Overview: A family office, which managed private wealth. Mainly traded and invested in global equities, fixed income instruments, commodities and derivatives, implementing global macro and long-short growth strategies.
  • Analyzed global macro trends and events, which drove major market movements and impacted investment decisions; reviewed in-depth fundamental analysis of relevant companies and ETFs
  • Devised discretionary alpha investment strategies based on fundamental global macro analysis
  • Approved buy and sell ideas; headed creation of a database of company financials and built valuation models to screen for companies that qualified as buy and/or short-sell candidates
  • Strategically positioned commodity trades to capitalize on short-term volatility
  • Reviewed the portfolio to identify, measure and hedge exposure mainly using derivatives; leveraged in-depth knowledge of derivatives pricing to achieve hedging objectives
  • Delivered presentations to investors; regularly reviewed investment thesis and provided portfolio updates
  • Monitored and rebalanced the portfolio, and carried out additional tasks such as pre and post trade analytics
  • A family office, which managed private wealth. Mainly traded and invested in global equities, fixed income instruments, commodities and derivatives, implementing global macro and long-short growth strategies.

Senior Trader

RBC DIRECT INVESTING
Mississauga, Ontario
11.2011 - 07.2015
  • Traded fixed income, equity and derivatives products on North American and foreign markets with great expertise while servicing ultra-high net worth corporate and retail portfolios valued up to $800 million
  • Analyzed portfolios and kept track of developing risk events in leveraged portfolios; worked closely with the Chief Compliance Officer and Director of Credit to report, quantify, and control market risk
  • Exercised a leadership role and leveraged knowledge of trading platforms and trade lifecycle in active discussions with senior management to identify and capitalize on any cost reduction opportunities utilizing automation
  • Chaired strategy building sessions while working in teams to continually improve regulatory policies and design technologically enhanced risk measurement methodologies
  • Spearheaded due diligence, budgeting, designing and implementation phases of strategic initiatives while advising and communicating with senior management on key matters
  • Interviewed candidates, and assisted in training and mentoring junior traders; conducted advanced traders training and facilitated trade reviews and approvals for the newly trained traders
  • Nominated for RBC Quarterly Performance Award in Q2, Q3 and Q4 2014

Education

Bachelor - Public Finance

YORK UNIVERSITY
Toronto
01.2010

Skills

  • Microsoft Office Suite
  • MS Excel
  • Modeling
  • VBA
  • Macros
  • Bloomberg
  • Thomson Reuters
  • Charles River
  • FMC
  • Broadridge Trading Systems
  • Operational management
  • Financial strategy
  • Vendor negotiation
  • Data analysis
  • Team leadership
  • Process optimization
  • Planning and coordination
  • Entrepreneurial leadership
  • Complex Problem-solving

Financial Certifications

  • Canadian Securities Course
  • Conduct & Practices Handbook
  • Derivatives Fundamentals & Options Licensing Course
  • Investment Management Techniques
  • Portfolio Management Techniques

Professional Designations

CIM, Chartered Investment Manager | Charter Holder, 2012

Timeline

Co-Founder | Head, Operations and Finance

RAILWAY STATION
02.2022 - 11.2023

Co-Founder | Managing Partner

LAARI ADDA
02.2018 - Current

Financial Planner, Investment & Retirement Planning

RBC ROYAL BANK
03.2017 - 11.2017

Fund Analyst

RBC GLOBAL ASSET MANAGEMENT
07.2015 - 03.2017

Senior Trader

RBC DIRECT INVESTING
11.2011 - 07.2015

Chief Investment Officer | Global Macro & Derivatives Specialist

JTR CAPITAL PARTNERS
03.2011 - 05.2016

Bachelor - Public Finance

YORK UNIVERSITY

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