Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Mohamed Nader Jouini

Montreal,Canada

Overview

5
5
years of professional experience
1
1
Certification

Work History

Senior Associate Direct Investing

Bank of Montreal (BMO)
09.2024 - Current
  • Analyze client investments across registered (RRSP, TFSA, FHSA, RESP, RDSP) and non-registered accounts, ensuring compliance with regulatory standards and identifying opportunities to optimize performance of portfolios up to $500K while maintaining compliance error rates consistently below 25%
  • Develop and present a Python note-taking program that standardizes client documentation, reducing average note-taking time from 15 minutes to ~3 minutes and lowering compliance issues by ~80% through structured, uniform records
  • Enhance team performance tracking by improving team Power BI dashboard, reducing dependency on multiple apps and ensuring more relevant KPIs for meeting discussions and decision-making

Senior Operations Specialist

TD Bank
07.2022 - 07.2023
  • Analyzed borrower profiles to ensure adherence with AML and internal lending regulations, identifying risks prior to loan approval and safeguarding compliance standards
  • Collaborated with management by interpreting and presenting departmental KPIs through internal reporting systems, providing insights that improved performance by 15% across Q1 and Q2 2023
  • Led a team of 2 funders in reviewing and delegating ~75 funding deals weekly, optimizing workflows by assigning tasks based on team strengths and partnering with business clients to secure exceptions that facilitated transactions and retained key relationships

Advanced Collections Officer

TD Bank
05.2020 - 07.2022
  • Analyzed high-arrears accounts (90+ days past due) by assessing repayment capability across multiple data points, including spending habits, credit bureau reports, and payment history
  • Evaluated credit risk exposure and made account-level decisions on repossession or legal escalation in line with bank policy
  • Contributed to process improvement by sharing best practices with peers and teammates, enhancing overall team efficiency

Education

Graduate certificate - Financial Analysis

Mcgill University
Montreal, QC
04.2026

B.Sc. - Economics

University of Montreal
Montreal, QC
06.2024

Certificate - Strategic Financial Analysis

Harvard Business School Online
Montreal
06.2025

Skills

  • Business Analysis & Reporting: Process Documentation, KPI Tracking, Compliance Monitoring
  • BI & Analytics Tools: Excel (Advanced), Power BI, Tableau, IBM Cognos, SQL, Bloomberg Terminal
  • Languages: French (Native), English (Fluent), Arabic (Native), Spanish (Advanced)
  • Team leadership, Team supervision, Training and mentoring

Accomplishments

  • Designed and developed note-taking program to standardize compliance records, projected to reduce documentation time from 15 minutes to ~3 minutes and lower compliance issues by ~80%
  • Increased departmental performance by 15% in Q1–Q2 2023 by delivering KPI insights from internal reporting systems
  • Expanded loan funding capacity to ~75 deals daily through workflow optimization and effective task delegation in a 2-person team
  • Strengthened credit risk management by analyzing 90+ day delinquent accounts using multi-source data to support repossession and legal decisions

Certification

  • CFA Program Level I (enrolled) Summer 2026
  • IBM Data Analyst (Dec 2024)
  • Bloomberg Market Concepts (Sept 2024)
  • Canadian Investment Funds Course (Feb 2024)

Timeline

Senior Associate Direct Investing

Bank of Montreal (BMO)
09.2024 - Current

Senior Operations Specialist

TD Bank
07.2022 - 07.2023

Advanced Collections Officer

TD Bank
05.2020 - 07.2022

Graduate certificate - Financial Analysis

Mcgill University

B.Sc. - Economics

University of Montreal

Certificate - Strategic Financial Analysis

Harvard Business School Online

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Mohamed Nader Jouini