Overview
Work History
Education
Skills
Certification
Timeline
Generic

Karan Ramlochan

Toronto

Overview

5
5
years of professional experience
1
1
Certification

Work History

Venture Capital Analyst

Axion Fund
01.2023 - Current
  • Perform thorough market research to identify emerging trends, potential investment opportunities, and competitive landscapes within targeted industries.
  • Collaborate with the deal team in sourcing and evaluating early-stage startups, performing initial screening based on strategic fit and growth potential.
  • Play a key role in the due diligence process by analyzing financial statements, assessing business models, and evaluating the management teams of potential investment targets.
  • Cultivate relationships with entrepreneurs, industry experts, and co-investors to stay informed about market dynamics and potential investment opportunities.
  • Identify exit strategies for potential deals by examining forecasted revenue, profit, and expenses.

Dealing Representative

Charterhouse Prime Investments
03.2023 - 11.2024
  • Raised over 2M from high net worth clients for multiple projects.
  • Actively engaged with prospective investors, providing comprehensive assistance and information on real estate private equity offerings.
  • Guided clients through the investment process, addressing inquiries, and ensuring our products are a suitable fit for their portfolio.
  • Conducted discussions with high-net-worth clients, articulating the unique value propositions of our projects.
  • Stayed abreast of current real estate trends in the local economies of our projects, performing continuous research to provide informed insights to clients.
  • Proactively engaged in networking activities to increase brand exposure and enhance the reputation of our firm and partners.

Investment Analyst

TriDelta Private Wealth
12.2021 - 12.2022
  • Directly supported both the Head of Equities and Head of Fixed Income across a multitude of functions.
  • Reconciled Pooled Funds and Separately Managed accounts on a regular basis.
  • Aided advisors with any trading issues and assisted in resolving issues with our back office and brokers.
  • Oversaw equities screening and model backtesting on Morningstar CPMS.
  • Assisted advisors in the analysis of client portfolio's.
  • Created excel solutions for multiple processes across the firm.

Associate, Operations Trade Servicing

RBC Wealth Management
01.2021 - 09.2021
  • Provided accurate analysis and trading support for all Wealth Management lines of business in regards to trade corrections on equities and foreign exchange.
  • Effectively managed and prioritized multiple ad-hoc analysis requests by running and analyzing reports to resolve exceptions/breaks ensuring adherence to all regulatory and firm policy requirements.
  • Ensured foreign trade confirmation standards and critical deadlines are met while maintaining a high level of accuracy and customer service to traders, and internal partners.
  • Corresponded with Portfolio Managers and Investment Advisors on a daily basis to aid in the investment management process.
  • Efficiently executed real time equity trades for Investment Advisors and Portfolio Managers.

Portfolio Administrator

MacNicol & Associates Asset Management
09.2020 - 12.2020
  • Maintained client databases through Microsoft CRM.
  • Assisted in client reporting and quarterly reviews.
  • Collaborated with Portfolio Managers to produce the firms Quarterly and Monthly Commentary.
  • Processed client on-boarding through CRM and Dataphile.
  • Supported both Marketing and Business Development initiatives to aid in growing the firm's AUM.

Operations Analyst

Acker Finley Asset Management
11.2019 - 09.2020
  • Provided support to the VP of Compliance, VP of Private Clients and VP of Trading.
  • Examined daily trades and transactions to ensure accuracy.
  • Investigated both internal and external inquiries in a timely manner.
  • Carried out foreign exchange trades for portfolio managers and trading staff
  • Processed large transactions for clients and account managers through NBIN back office systems.

Education

MBA -

Smith School of Business, Queens University
Toronto, ON
01-2026

Bachelor of Commerce - Economics And Management Science

Ted Rogers School of Management,Ryerson University
08.2020

Skills

  • Microsoft Office
  • VBA
  • Factset
  • Morningstar
  • Financial statement analysis

Certification

  • Canadian Securities Course

Timeline

Dealing Representative

Charterhouse Prime Investments
03.2023 - 11.2024

Venture Capital Analyst

Axion Fund
01.2023 - Current

Investment Analyst

TriDelta Private Wealth
12.2021 - 12.2022

Associate, Operations Trade Servicing

RBC Wealth Management
01.2021 - 09.2021

Portfolio Administrator

MacNicol & Associates Asset Management
09.2020 - 12.2020

Operations Analyst

Acker Finley Asset Management
11.2019 - 09.2020

Bachelor of Commerce - Economics And Management Science

Ted Rogers School of Management,Ryerson University

MBA -

Smith School of Business, Queens University

Similar Profiles

CREATE PROFILE
Karan Ramlochan