Manav Dhupar
Vancouver,BC
Summary
Dynamic and results-oriented professional with a Bachelor of Business Administration degree, specializing in Finance, and a strong background in equity research and investment analysis. Skilled in conducting in-depth market research, analyzing financial data, and presenting actionable insights to drive informed decision-making. Adept at building and maintaining strong client relationships, demonstrated through successful sales and customer service experiences. Proficient in Microsoft Office Suite and possess exceptional data entry skills. Eager to leverage my diverse skill set and passion for continuous learning to contribute effectively to any challenging work environment.
Overview
3
3
years of professional experience
Work History
Office Manager
MR Enterprises
04.2023 - 01.2024
- Efficiently organized and managed driver schedules, ensuring optimal coverage for operational needs
- Handled client feedback with responsiveness and professionalism, contributing to a positive customer experience
- Organized shifts for dispatchers and other staff members, promoting a collaborative and streamlined work environment
- Conducted end-of-day paperwork meticulously, contributing to the smooth flow of daily operations.
Equity Research Analyst | Investment Analyst
University of New Brunswick
09.2022 - 04.2023
- Actively followed one of the GICS sectors and a publicly traded company to compile an equity research report and recommend buy, sell, or hold positions
- Independently managed a portion of the $8M CAD fund portfolio for University of New Brunswick under the supervision of Seamark Asset Management
- Presented Investment Recommendations to other students' analysts and Portfolio Manager
- Utilized Discounted Cash Flow for Financial Research and Analysis.
Digital Innovation
Énergie NB Power - Department of Digital Innovation
09.2021 - 04.2022
- Collaborated with industrial partners to research and identify potential innovation projects
- Developed a prototype for the NB Power app resulting in a 20% increase in user engagement within the first month of implementation
- Conducted research and generated reports for management on alternative sources of energy
- Produced e-learning tutorial videos for NB Power Microsoft 365 Applications.
Startup Sales Intern
Planet Hatch
05.2021 - 08.2021
- Executed comprehensive desktop research and conducted surveys to gather valuable insights
- Maintained and updated crucial documents and sales records with meticulous attention to detail
- Collaborated with managers to conduct competitor analysis, providing key strategic insights
- Proactively reached out to potential clients, collecting and analyzing feedback on trial experiences.
Education
BBA - Finance
University of New Brunswick
Fredericton, New Brunswick12.2023
CFA Level 1 -
CFA Institute Canada
08.2024
Skills
- Financial Analysis
- Data Management and accuracy
- Customer Service Excellence
- Effective Communication
Websites
Extramurals Interests
- Gym enthusiast
- Hiking & Rock-Climbing
Certifications Courses Technical Skills
- Bloomberg Market Concepts - Certification Oct 2022
- Buy-Side Stock Analysis - Wall Street Prep Sep 2022
- MS OFFICE - Word, Excel, Power Point, Pivot tables & VLOOKUP
Timeline
Office Manager
MR Enterprises
04.2023 - 01.2024
Equity Research Analyst | Investment Analyst
University of New Brunswick
09.2022 - 04.2023
Digital Innovation
Énergie NB Power - Department of Digital Innovation
09.2021 - 04.2022
Startup Sales Intern
Planet Hatch
05.2021 - 08.2021
BBA - Finance
University of New Brunswick
CFA Level 1 -
CFA Institute Canada
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