Summary
Overview
Work History
Education
Skills
Timeline
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Johnny Nguyen

Toronto,ON

Summary

Diligent and motivated financial enthusiast with a robust grasp of market dynamics, investment vehicles, and strategic frameworks. Eagerly poised to embark on a rewarding career in the investment industry, leveraging keen analytical acumen, adept research proficiency, and articulate communication skills to scrutinize investment prospects and deliver invaluable insights. Adept at dissecting data, identifying trends, and formulating comprehensive strategies to maximize returns and mitigate risks. Commit to contributing to a dynamic investment team through meticulous due diligence and the application of financial insights

Overview

2
2
years of professional experience

Work History

Investment Operations

Fidelity Canada
11.2022 - Current
  • Optimized the process of establishing new accounts and maintaining investor records within FCC's Dataphile environment, resulting in improved overall efficiency and enhanced data accuracy
  • Orchestrated seamless multitasking across two distinct teams, guaranteeing punctual task completion and unparalleled precision
  • Executed flawless implementation of RSP and TFSA contribution/deregistrations, RRIF/LIF payment setup/recurring events, and RRSP to RRIF rollovers. This drove a 24% reduction in processing time, elevating operational efficiency
  • Exemplified excellence in customer service by skillfully guiding clients through form completion and compliance with internal and industry regulations. Achieved 95% satisfaction rate and garnered consistent positive client feedback

Investigator Support Analyst Intern

Royal Bank Of Canada, RBC
05.2021 - 08.2021
  • Conducted in-depth research and analysis of credit fraud data, proactively mitigating financial, reputational, regulatory, and legal risk to enhance company security
  • Attained 95% success rate in accurately and timely resolving assigned cases, showcasing exceptional attention to detail and efficiency
  • Employed strong analytical skills to detect potential fraudulent activities and recommend effective preventive measures, contributing to a more secure financial environment

Education

Bachelors of Commerce -

McMaster University
Hamilton, ON
06.2023

CFA Level I Candidate

CFA Program
02.2024

Skills

  • Financial Modeling
  • Asset Valuation
  • Market Research
  • Risk Assessment
  • Data Analysis
  • Excel/VBA
  • Bloomberg Terminal
  • Data Visualization
  • Equity/Economic Analysis
  • Investment Due Diligence

Timeline

Investment Operations

Fidelity Canada
11.2022 - Current

Investigator Support Analyst Intern

Royal Bank Of Canada, RBC
05.2021 - 08.2021

Bachelors of Commerce -

McMaster University

CFA Level I Candidate

CFA Program

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