Saif Islam
Brooklyn,USA
Summary
As a skilled Senior Data Analyst in ESG Investments, my forte lies in transforming raw data into valuable insights in the form of dashboard and reports for business decisions. Over the past seven years, I have honed my expertise in analysis, automation, visualization, and reporting, utilizing tools such as SQL, Python, Power BI, and Excel. Let's connect to discuss how I can support your organization in achieving its objectives.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Data Analyst (ESG Investments)
Canada Life (Great West Life Co.)
04.2023 - Current
- Led User Acceptance Testing (UAT) to ensure data accuracy and system effectiveness.
- Developed advanced dashboards, curating visual representations that provided senior management and boards with nuanced and actionable insights.
- Engaged and led meetings with new or existing external data providers to assess alignment, coverage, and quality of data against our database, subsequently providing detailed case to senior management for decisions on contract renewal or acquisition.
- Performed in-depth analysis and prepare comprehensive reports to support informed decision-making in the realm of Net Zero Commitments.
- Prepared the projection of Net-Zero financed emissions outcome by utilizing historical data for accurate year-over-year analysis.
- Trained & mentored subordinates & associates across the company on the procedures and practices, fostering a high-performance team culture.
- Evaluated and validated results on Investments & ESG Investments variances for senior management & various lines of businesses
Associate (Hedge & Alternative Investments)
Apex Group Ltd.
01.2020 - 04.2023
- Executed precise financial trades and entries while ensuring strict compliance with industry regulations.
- Applied expertise in the structuring and execution of diverse investment funds, contributing to the success of fund management strategies.
- Conducted detailed investment analysis, calculations, and reporting to provide comprehensive insights for strategic decision-making.
- Monitored and reported on project progress and outcomes with a focus on effective project management.
- Collaborated seamlessly with developers and IT teams to identify, develop, and test solutions for client and backend applications.
- Played a pivotal role in the successful implementation of solutions, ensuring seamless integration into existing systems.
- Reviewed and processed Net Asset Valuation and prices for various funds, including Hedge, Mutual, Segregated, and Alternative funds.
- Proactively identified and addressed issues, employing analytical skills to deliver effective and innovative solutions.
- Maintained a proactive problem-solving approach, contributing to a culture of operational excellence in a dynamic financial environment.
Associate (Finance and Investments)
IG Wealth Management Inc.
01.2019 - 01.2020
- Analyzed and reviewed financial documentation submitted by financial brokers and reports to support trade settlements for investors.
- Assisted the team leaders in the calculations of annual management fees for all the estates settlements.
- Managed trade settlements, ensuring precise transaction processing.
- Maintained strict compliance with laws and regulations, staying updated on industry changes.
- Performed quarterly reconciliation between client and custody investment activity to resolve discrepancies.
- Provided dedicated account management for financial settlements, enhancing client satisfaction.
- Demonstrated deep knowledge of financial markets, investment strategies, and risk management.
SENIOR FINANCIAL REPRESENTATIVE
BMO Financial Group
11.2017 - 01.2019
- Resolved various account issues by presenting options to advisors in the front office, ensuring swift and satisfactory resolutions with a proactive and client-centric approach
- Utilized strong communication and interpersonal skills to foster positive advisor/financial planner interactions, contributing to building trust
- Accurately calculated fees, interest, and change for trades, maintaining financial accuracy
- Conducted quality conversations to understand needs and preferences, actively identifying opportunities to provide tailored financial settlements
- Played a key role in reporting financial data and updating records, ensuring accuracy and completeness of financial documentation
- Proactively stayed updated on industry trends and changes in financial regulations, ensuring compliance and aligning services with the latest standards (IIROC and MFDA regulations).
Education
Bachelor of Business Administration - Finance
University of Winnipeg
Winnipeg, MB04.2018
Skills
- SQL
- Design Thinking
- Data Anaytics & Warehousing Microsoft Excel & Google Sheets
- Financial/Investment Reporting
- Alteryx (Data ETL)
- User Acceptance Test (UAT)
- Data Visualization (Power BI & Tableau)
- Microsoft Access(Database Management)
- Microsoft PowerPoint (Presentations)
- SAP
- Bloomberg, Sustainalytics, S&P Cap I
- Programming Language (R)
Certification
- Databricks Lakehouse Fundamentals Databricks
- Google Data Analytics Google, Inc.
- Investment Funds in Canada(IFC) Canadian Securities Institute
Accomplishments
Financed Emissions Net Zero Dashboard
September, 2023
Designed and launched a Financed Emissions Net Zero Dashboard, combining financial and ESG metrics, acknowledged by company leaders for its impactful reporting, enhancing overall reporting practices.
Investment Distribution Calculation Automation
November, 2022
Pioneered a time-saving automation project for monthly distribution calculations. Collaborated with developers and IT teams to streamline processes, cutting down 2 hours of manual effort and boosting efficiency in fund price loading.
Best Cricket Academy Coach
2018-2022
I take pride in coaching local school and young emerging kids. I get to share my passion for cricket with these talented kids.
Timeline
Senior Data Analyst (ESG Investments)
Canada Life (Great West Life Co.)
04.2023 - Current
Associate (Hedge & Alternative Investments)
Apex Group Ltd.
01.2020 - 04.2023
Associate (Finance and Investments)
IG Wealth Management Inc.
01.2019 - 01.2020
SENIOR FINANCIAL REPRESENTATIVE
BMO Financial Group
11.2017 - 01.2019
Bachelor of Business Administration - Finance
University of Winnipeg
- Databricks Lakehouse Fundamentals Databricks
- Google Data Analytics Google, Inc.
- Investment Funds in Canada(IFC) Canadian Securities Institute
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