Summary
Overview
Work History
Education
Certification
Specific Skills
Awards
Affiliations
Timeline
Generic

Kamal Ali

Toronto,ON

Summary

  • Proficient in Financial Analysis and Modeling: Developed and maintained detailed DCF models on equities and REITs, supporting in-depth security valuations for the York University Student Investment Fund. Assisted in the due diligence of mutual funds, managed accounts, and alternative investments, including Real Estate and Infrastructure funds, providing detailed analyses and reports.
  • Effective Communicator and Presenter: Actively contributed to client meetings, investment committee meetings, and quarterly presentations, effectively communicating complex investment strategies. Led educational sessions for new advisors, enhancing their understanding of the team’s role and processes. Regularly updated clients and investment teams on portfolio developments and performance.
  • Skilled in Market Research and Analysis: Conducted ongoing research and provided detailed commentary on global market performance and trends. Utilized FactSet, Morningstar, and Bloomberg for in-depth analysis. Delivered insights on portfolio and market out-performers and laggards, supporting strategic decision-making and enhancing team awareness.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Associate, Global Manager Research

RBC Wealth Management
Toronto, ON
07.2022 - Current
  • Prepared comprehensive internal and external research reports on mutual funds, separately managed accounts, and alternative investments, covering portfolio analytics, performance metrics, due diligence reports, and asset class comparisons. Solely managed production of over 600 quarterly documents accessed by advisors and investment teams across the organization.
  • Supported Analysts in the due diligence of investment management firms and portfolios, including participating in meetings, onsite visits, and conducting in-depth qualitative and quantitative analysis. Effectively communicated updates to clients and investment teams.
  • Contributed insights to quarterly investment committee meetings, guiding asset allocation decisions for model portfolios. Actively participated in monthly manager update meetings, providing updates on developments within respective asset class coverage and portfolios.
  • Managed communication with third-party managers to ensure accurate and timely delivery of quarterly performance and firm data, including AUM updates and asset allocations. Oversaw distribution and maintenance of documents for ongoing analysis, including due diligence questionnaires, commentary, and portfolio documents.
  • Led quarterly presentations for new RBC advisors, educating them on our team's role, global footprint, philosophy, and processes. Provided guidance on leveraging our resources to enhance client service, including navigating our website for easy access to tools and information.
  • Completed ad-hoc research projects and tasks assigned by senior members and collaborated with internal partners to drive strategic initiatives and ongoing functions.

Financial Analyst

BMO Financial Group
Toronto, ON
05.2021 - 08.2021
  • Supported month-end and quarter-end accounting operations at BMO Financial Group, including producing financial reports, updating spreadsheets, and preparing journal entries.
  • Analyzed financial and regulatory risks by conducting data pulls, compiling data in Excel, and performing financial analysis using SAP's ERP system and Power BI.
  • Executed routine tasks efficiently, handling service requests, transactions, and senior member queries with accuracy and within deadlines.
  • Achieved second place in a case competition focused on launching a new credit card for millennials. Conducted detailed case analysis, prepared a pitch deck, and successfully presented to the Chief Accountant and CFO of BMO.

Research Analyst

York University Student Investment Fund
Toronto, Ontario
09.2020 - 03.2021
  • Conducted extensive research across markets, sectors, and individual securities, generating analytical reports on various funds, equities, alternative investments. Presented investment recommendations to Senior Analysts and at club meetings.
  • Prepared financial models creating detailed discounted cash flow (DCF) reports on equities and REITs, analyzing business drivers and projecting a five-year earnings outlook. Also performed comparative analysis against peers, examining multiples, and presented findings during meetings and competitions.
  • Attended investment presentations, participated in conferences, and contributed to team meetings as required.

Foreign Exchange Dealer

Amal Express Money Transfer
Toronto, ON
05.2020 - 08.2020
  • Completed money transfers and remittances for customers, facilitating international transactions and ensuring accurate currency conversions.
  • Monitored currency markets, generated competitive exchange rate quotes for multiple currencies, and ensured profitability for the firm.
  • Advised clients on exchange rates and associated remittance fees, providing clear and informed guidance on transactions.
  • Managed daily bookkeeping and reconciliation of transactions, maintaining accurate records of money sent and received.
  • Compiled detailed weekly and monthly transaction summaries and fee reports for senior management, aiding in financial oversight and decision-making.

Everyday Banking Associate

BMO Financial Group
Mississauga, ON
05.2018 - 04.2020
  • Built and maintained strong client relationships by delivering tailored solutions and promptly addressing inquiries on bank products/services.
  • Managed transactions including money transfers, deposits, payments, and service requests with accuracy and adherence to internal procedures.
  • Updated client accounts, entered sensitive data into applications, and ensured compliance with internal controls.
  • Assisted in client onboarding by promoting services, identifying upsell opportunities, and coordinating meetings for seamless execution.

Education

Professional Certificate - Investment Management

York University
Toronto, ON
04-2022

Bachelor of Arts, Honours - Economics

York University
Toronto, ON
04-2021

Certification

CFA Institute | 2024, Level 1

Specific Skills

  • Proficient in financial software: FactSet, Morningstar Direct, and Bloomberg Terminal for detailed fund and securities analysis.
  • Advanced proficiency on both Mac and PC platforms, with expert-level skills in MS Office, particularly MS Excel (including pivot tables, VLOOKUP, and VBAs).
  • Experienced in programming languages and regression modeling tools including Tableau, Python, SQL, and R.

Awards

RBC Performance Award | 2023

Wealth Managements Products & Strategy, Toronto, ON

  • Received the Q2 2023 "Performance Award" for leading the transformation of the quarterly production project. Transitioned quarterly process from a manual Excel/VBA system to Morningstar Direct's production suite, improving report quality, reducing production timelines from 5 weeks to 10 days, and achieving significant cost savings. Consolidated 5 reports into 2, introduced bilingual capabilities (French and English) in anticipation of new legal requirements. Received overwhelming positive feedback from advisors and investment teams for the revamped reports and their enhanced analytical insights.

Highest in Customer Feedback | 2020

BMO Financial Group, Mississauga, ON

  • Awarded "Highest in Customer Feedback" certificate for maintaining a 100% NPS score for a quarter.

Affiliations

  • Provincial Youth Teams & Toronto FC Academy: Represented various age groups at provincial level and part of Toronto FC Academy program.
  • European Trials: Participated in trials with professional clubs across Europe, reaching semi-professional level.
  • Current Role: Active player in a competitive men's league and coach for youth soccer teams.

Timeline

Associate, Global Manager Research

RBC Wealth Management
07.2022 - Current

Financial Analyst

BMO Financial Group
05.2021 - 08.2021

Research Analyst

York University Student Investment Fund
09.2020 - 03.2021

Foreign Exchange Dealer

Amal Express Money Transfer
05.2020 - 08.2020

Everyday Banking Associate

BMO Financial Group
05.2018 - 04.2020

Professional Certificate - Investment Management

York University

Bachelor of Arts, Honours - Economics

York University

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