Mahesh Sujanani
Toronto,Ontario
Summary
Over 25 years of experience in the financial industry, with a proven track record working for leading institutions in Canada, China, Hong Kong, and Singapore. Demonstrated expertise in overseeing global market operations and driving strategic growth. Successfully expanded markets and achieved remarkable results by effectively leading international teams. Instrumental in fostering strong relationships and collaborating with diverse stakeholders through cross-cultural communication. Proficient in financial analysis, enabling informed decisions and driving business success.
Overview
27
27
years of professional experience
Work History
Professor of Finance
Durham College
09.2023 - Current
- Contributed to curriculum development by identifying areas of improvement and proposing new course offerings aligned with evolving industry demands.
- Created an inclusive classroom environment that fostered open communication among diverse student populations while respecting individual perspectives and experiences.
- Teach semester financial services and industry exam prep courses at undergraduate and graduate levels
- Prepare and mentor students for career development
- Utilize modern collaborative web platforms tools such as Padlet, Slack and Flipgrid to motivate students to share content and encourage discussions on course topics
Professor of Finance
Centennial College
01.2020 - Current
- Developed innovative teaching methods, such as simulations or gamification, enhancing student engagement and learning outcomes.
- Established partnerships with industry professionals, providing students with networking opportunities and potential internships or job placements.
- Enhanced student understanding of finance concepts by incorporating real-world examples and case studies into lectures.
- Design and deliver materials based on curriculum - storytelling, simulation & collaborative methodologies
- Conduct lessons on-campus and via Blackboard, D2L, Webex and Zoom
Founder & Director
Insight Learning and Development
11.2017 - Current
- Facilitate and train graduates, front and back-office employees of Tier 1 financial institutions globally
- Cultivated client relationships to enhance customer loyalty and drive repeat business.
- Designed and delivered the following workshops:
- Bank of America - Undergraduate & Graduate Interns Global Markets Program (2020)
- BNP Paribas - Graduate Interns FX Markets Program (2019)
- BAML - Equities, Fixed Income and Derivatives Markets (2015 & 2016)
- Bank of China - HK & Mainland China Equities Market (2016)
- BlackRock - ETF's, Asset Management and Portfolio Management (2016)
- Goldman Sachs - Early Careers - Capital Markets (2022-2024)
- HSBC - Macro Economics, Risk Management, FX Spot & Options Trading (2014-17)
- JP Morgan & Chase Co - Lifecycle of a Client - From Retail & Wholesale Banking, Investment & Corporate Banking to Private Bank and Asset Management and Corporate Finance (2017 (Jersey City), 2018 (NYC), 2019 (Columbus, OH))
- MUFG - Asian Options, EM Equities & FX (2015)
- Nomura - Indian Equities and Money Markets (2014)
Vice President, Asian Office
TradeX Capital
04.2011 - 11.2017
- Company Overview: HQ: London - CFD's, Derivatives, FX. Regional Office: Hong Kong
- Started Asian office from scratch and responsible for operations revenue generation and P&L in the region
- Managed 25 employees from customer service to sales to risk and trading management
- Built strong relationships with key stakeholders by facilitating regular communication and collaboration.
- Identified emerging industry trends to inform strategic direction and resource allocation.
- Maintain existing and service new client relationships in the APAC region which include hedge funds, money managers and UHNW clients
- Conduct KYC and compliance checks (AML) used for on-boarding clients
- Liaise with Tier 1 Banks to help clients with PB, credit/lending facilities and hedge risk of exotic Asian currency pairs and options
- Support RM's with idea generations and sales opportunities
- Host trade events in APAC and promote company through speaking engagements
Freelance Corporate English Trainer
Pasona Education
07.2013 - 07.2017
- Hired on assignment basis to train executives and staff of Japanese Corporations in Hong Kong
- Nurtured a positive learning environment by establishing clear expectations and fostering open communication among students.
- Enhanced classroom productivity by implementing time management strategies and efficient organizational practices.
- Developed own training materials to adapt to company's learning and development programs
- Helped students with basic English conversation and understand local culture and business etiquette
Institutional Risk & Sales Trader
Forex Capital Markets (FXCM)
05.2010 - 04.2011
- Company Overview: HQ: New York, US. Regional Office: Hong Kong. SFC (HK) Type 3 Licensed - CFD, Commodities, Derivatives & FX.
- Managed a team of five sales traders in Asian and European trading hours
- Rotated working in Asian and European time zones to ensure desk was staffed and risk was hedged
- Online with Tier 1 Banks & Broker Dealers using swaps and options to hedge risk and uncover arbitrage opportunities for the Desk
- Made office visits to local and regional Investment Banks to keep relationships and discuss new business ideas and opportunities to increase share of wallet
- Negotiated favorable contract terms with clients, ensuring mutually beneficial agreements and long-term partnerships.
- Provided valuable feedback to management regarding product improvements or changes based on client input, contributing to overall product development efforts.
- Daily evening conference calls with HQ in NYC to update on revenues and opportunities for new business
- Daily morning briefing of overnight European & US markets and opening Asian markets movements
- Interact daily with in-house research; conveyed current outlook, potential catalysts, and investment ideas
Trader & Business Development Manager
IG Group
06.2008 - 04.2010
- Company Overview: HQ: London, UK. Regional Office: Singapore. MAS Type 1 & 2 Licensed - CFD, Global cash and leveraged equities, FX & Derivatives. Singapore office was the fastest and largest revenue contributor
- Increased sales revenue by strategically identifying and pursuing new business opportunities.
- Optimized the sales funnel through data-driven insights, streamlining processes for improved efficiency.
- Worked large Institutional Equity Orders directly in the order book of the relevant exchanges e.g., Xetra, LSE, Euronext, Virt-x, SGX, HKEX, Nikkei and market making in AUD and JPY with the help of our Melbourne and London Desks
- Managed the floor of Sales Traders - Institutional & Retail and maintained tight management in execution and loss prevention
- Developed profitable trading strategies by conducting thorough market analysis and identifying trends.
- Assessed hourly market conditions to look for hedge and arbitrage opportunities.
- Public speaking engagements at financial forums, in-house seminars on trends and risk management and promoting companies products and services
Flow & Risk Trader
HSBC Securities
12.2003 - 06.2008
- Company Overview: HQ: London, UK. Canadian operations: 70 York St, Toronto, Canada. Acquired by RBC in 2024. CIRO formerly IIROC/IDA)- Trading in capital, credit and derivatives markets
- Promoted to Asian Desk dealing cash equities, exotic Asian Spot FX pairs, listed and OTC options. forwards and non-deliverables fx
- Provided expert guidance on complex financial instruments for clients seeking alternative investment strategies.
- Championed continuous learning initiatives within the team to stay abreast of industry developments and improve skill sets.
- Responsible for desk P&L and ensuring traders on desk keep a liquid and risk exposure book within bank's guidelines
Dealer Relations
Assante Advisory Services
01.2001 - 12.2003
- Company Overview: HQ: Toronto. 800 Bay St., Toronto, Canada. Formerly IIROC/IDA licensed Broker/Dealer and Asset Management firm. Acquired by CI Funds in 2003
- Conducted KYC analysis and constructed client portfolios which were subject to approval by the senior portfolio manager
- Handled family office portfolios and ensuring risk and goals met estate planning requirements as drafted by their lawyers
- Visited investment adviser offices and worked with them to provide asset allocation advice using the company's two proprietary funds - Optima (tactical asset allocation) & Artisan (fund of funds)
Marketing and Customer Representative
Global Strategy Financial Inc.
10.1997 - 01.2001
- Company Overview: HQ: Toronto, Canada. 33 Bloor Street East, Toronto, Canada. Mutual Funds/Asset Management. 1/3 owned by the Rothschild Family. Acquired by AGF Funds in 2001.
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues with professionalism.
- Embraced spotlight on customer service by creating courteous, friendly atmosphere for guests.
- Helped large volume of customers calls every day with positive attitude and focus on customer satisfaction.
Education
Masters of Finance - Banking And Finance
Smith School of Business - Queen's University
Bachelor of Arts - Economics
York University
Bachelor of Education - Adult Education
Brock University
Canadian Investment Management (CIM) Designation -
CFA Institute - Passed Level I
Canadian Securities Course (CSC) -
Canadian Securities Institute
Conduct and Practices Handbook (CPH) -
Canadian Securities Institute
Derivatives Fundamentals Course (DFC) -
Canadian Securities Institute
Options Licensing Course (OLC) -
Canadian Securities Institute
Investment Management Techniques (IMT) -
Canadian Securities Institute
Portfolio Management Techniques (PMT) -
Canadian Securities Institute
Financial Markets - Risk Management Course (FRM) -
Canadian Securities Institute
Skills
- Capital Markets
- Hedge fund strategies
- Derivatives Trading
- Taxation strategies
- Public speaking
- Investment strategies
- Cross functional leadership
- Attention to detail
- Excellent communication
- Decision-making
- Problem-solving abilities
- Securities analysis
Languages
English
Chinese (Cantonese)
Hindi
French
Timeline
Professor of Finance
Durham College
09.2023 - Current
Professor of Finance
Centennial College
01.2020 - Current
Founder & Director
Insight Learning and Development
11.2017 - Current
Freelance Corporate English Trainer
Pasona Education
07.2013 - 07.2017
Vice President, Asian Office
TradeX Capital
04.2011 - 11.2017
Institutional Risk & Sales Trader
Forex Capital Markets (FXCM)
05.2010 - 04.2011
Trader & Business Development Manager
IG Group
06.2008 - 04.2010
Flow & Risk Trader
HSBC Securities
12.2003 - 06.2008
Dealer Relations
Assante Advisory Services
01.2001 - 12.2003
Marketing and Customer Representative
Global Strategy Financial Inc.
10.1997 - 01.2001
Canadian Investment Management (CIM) Designation -
CFA Institute - Passed Level I
Canadian Securities Course (CSC) -
Canadian Securities Institute
Conduct and Practices Handbook (CPH) -
Canadian Securities Institute
Derivatives Fundamentals Course (DFC) -
Canadian Securities Institute
Options Licensing Course (OLC) -
Canadian Securities Institute
Investment Management Techniques (IMT) -
Canadian Securities Institute
Portfolio Management Techniques (PMT) -
Canadian Securities Institute
Financial Markets - Risk Management Course (FRM) -
Canadian Securities Institute
Masters of Finance - Banking And Finance
Smith School of Business - Queen's University
Bachelor of Arts - Economics
York University
Bachelor of Education - Adult Education
Brock University
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