Summary
Overview
Work History
Education
Timeline
Generic

Ranvir Singh

Sacramento,CA

Summary

Accredited Investment Officer committed to helping small businesses achieve financial success. Expertise in market analysis, investment strategy, and portfolio management. Detail-oriented and tech-savvy professional proficient in Meta Trader & Tradelocker platforms.

Overview

10
10
years of professional experience

Work History

McDonald's employee

McDonald's
01.2016 - 03.2016


  • Addressed guest concerns and resolved issues to guests’ satisfaction
  • Cleared dirty dishes, refilled beverage glasses, cleaned tables and brought carts of bun
  • Handled money, balanced tills, processed credit card payment batches and prepared bank deposits
  • Demonstrated genuine hospitality while greeting and establishing rapport with guests
  • Maintained a welcoming customer service

Billy's landscaping and maintenance

Billy
05.2014 - 11.2018


  • Greeted customers and provided excellent customer service
  • Maintained high standards of customer service during high-volume, fast-paced operations
  • Pleasantly and courteously interacted with customers

Sales Associate Stock

Walmart
01.2019 - 02.2020
  • Stocked merchandise
  • Adhered to all safety processes and procedures when stocking store to avoid falls and other injuries
  • Located needed merchandise in inventory
  • Stayed current on available products, store promotions and customer service policies to better assist with any need
  • Assessed shelves to determine which items needed to be replenished


Accounting Intern

Vector Capital
02.2022 - 06.2022
  • Assisted with month-end closing and reporting duties.
  • Gained hands-on experience with various accounting software programs such as QuickBooks, Excel, and Sage, enhancing overall efficiency in daily tasks.
  • Compiled monthly journal entries into general ledger system.

Investment Banking Analyst

Citibank
11.2023 - 05.2024
  • Presented findings from financial models in concise reports, enabling clients to make informed decisions regarding investments.
  • Conducted thorough due diligence on potential investments, mitigating risk and improving portfolio performance.
  • Prepared detailed investment memoranda for senior management, effectively communicating the risks and rewards of potential deals.

Private Equity Investment Officer

CalPERS
06.2024 - Current
  • Monitored, managed and developed investment portfolios.
  • Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
  • Assessed and reported on performance attribution on monthly and quarterly bases.
  • Created and executed aggressive investment strategies to increase returns for clients.
  • Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.

Education

No Degree - Finance

Cal State Fullerton
Fullerton, CA

Certified California Municipal Treasurer - Finance

UCLA
LA
04.2024

Associate of Science - Business Administration

American River College
Sacramento, CA
12.2021

Timeline

Private Equity Investment Officer

CalPERS
06.2024 - Current

Investment Banking Analyst

Citibank
11.2023 - 05.2024

Accounting Intern

Vector Capital
02.2022 - 06.2022

Sales Associate Stock

Walmart
01.2019 - 02.2020

McDonald's employee

McDonald's
01.2016 - 03.2016

Billy's landscaping and maintenance

Billy
05.2014 - 11.2018

No Degree - Finance

Cal State Fullerton

Certified California Municipal Treasurer - Finance

UCLA

Associate of Science - Business Administration

American River College
Ranvir Singh