Shanaz Joan Parsan
London,Canada
Summary
Managing Partner at SZC Group, achieved a 600% increase in AUM and closed deals with nearly 100% success rate. Detail-oriented leader with strong communication skills, skilled in negotiating complex deals and building robust stakeholder relationships in dynamic settings. Expertise in financial modeling and CRM development enhances operational efficiency.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Managing Partner & Head of Energy/Innovation
SZC Group
Toronto, Ontario
08.2014 - Current
- Company Overview: Specialize in merger and acquisitions advisory services, capital markets debt/equity raises/ executions/investment research.
- Originate and execute transactions in various industries/countries.
- Strategic leader through management, operational responsibilities, innovation.
- Manage a team of experts to work with funders, clients and various industry experts in a variety of sectors.
- Negotiate deal terms for LOI, Term sheets and close.
- Build Information memorandums, investor presentations, financial models for various transactions.
- Oversee negotiations across teams and with various stakeholders.
- Specialize in merger and acquisitions advisory services, capital markets debt/equity raises/ executions/investment research.
- Increased net portfolio AUM by 600% in the past couple of years with a near 100% retention base of clients.
- Outstanding reputation with a variety of stakeholders in Canada, US and Europe.
- Pull together a large group of stakeholders to originate and successfully close deals.
- Known for building pitch decks with a near 100% success ratio.
- Deals close faster with comprehensive pre due diligence.
- Engineered and oversaw the development of a custom CRM.
Senior Managing Director
Geometrisks
Toronto, Ontario
10.2002 - 08.2014
- Company Overview: Lead and provide Project Finance, Financial, Investment, Management Consulting and Educational Technology services to highly specialized areas.
- Current - Teach High School and University Students (Grades 9-12 plus undergrad) Math and Stats.
- Lead and provide Project Finance, Financial, Investment, Management Consulting and Educational Technology services to highly specialized areas.
- Consulted with a Former US General on a variety of opportunities as well with as a world renowned educator in the US.
- Worked with Edtech developers for new projects.
- On the teaching side, all students received A’s without exception.
Associate, Corporate Banking - Project Finance
Scotia Capital
New York, NY
12.2000 - 09.2002
- Originated/marketed products with Managing Directors as well as establish and maintain relationships.
- Identified new transactions within Bank’s framework.
- Involved with the Deal from inception to closing to monitoring and Co-Managing a portfolio of several billion dollars.
- Reviewed/developed and structured/negotiated structures for term sheets.
- Reviewed/developed models and analysed cash flow projections, conducted sensitivity analyses, conducted comparative deal analyses and industry research.
- Performed comprehensive financial, credit, market, ratio and legal analysis on numerous multi-million and multi-billion dollar agency corporate financing proposals and structures.
- Made presentations of deals to the highest Committee in the Bank and cross sell products (swaps/securitization/FX).
- Built database for subsequent coordination with Toronto to make buy/sell recommendations based on Bank’s internal framework to improve risk/return profile.
- Managed/monitored the portfolio for legal/regulatory compliance, continued financial performance, as well as supervised junior Associates to perform annual reviews of existing financings.
- Reviewed corporate loan documentation, including liaising with legal on issues for new/existing transactions/deals.
- Developed and maintained relationships with leading transaction arrangers and syndicators.
- Was rated Exceeds Expectations and recommended for Directorship in 15 months.
Analyst/Manager, Trading Policy
The Bank of Nova Scotia
Toronto, Ontario
01.1998 - 12.2000
- Responsible for the timely adjudication of incoming requests for new/increased trading limits, new products, new/revised policies for market and credit risk recognition etc.
- Ensured all risks were identified, adequately defined, quantified, assessed, managed, controlled and reported.
- Contributed to the ongoing development/formulation of a system of appropriate risk controls, including policies, trading limits and procedures to mitigate and manage risk.
- Prepared complete, accurate and timely communications/authorizations of limits/policies and the terms/conditions and reporting requirements associated with such limits/policies to the field as directed and assisted in the review and validation of market and credit risk management methodologies.
- Made recommendations re exotic instruments on one off trades to traders.
- Ensured risks were identified, adequately defined, quantified, assessed, managed, controlled and reported selected to make the presentations to the second highest Committee in the Bank (Risk Committee) and fielded questions.
Consultant/Chair
Applied Physics Specialties Ltd.
Don Mills, Ontario
- Lead and managed a team of seven to perform a detailed, comprehensive financial/operational analysis and made recommendations for the company’s strong survival and capitalization of their competitive advantages.
- Company saw significant gains in implementing those changes and eventually sold the business for a good profit.
- As a group, we received an A + in the 601 project (the first ever received at the time) and was marked down to an A due to timeliness.
- As the leader, I overcame lots of challenges while studying and leading a real life consulting job with real consequences while running the largest conference at universities and receiving a commendation letter from Dean Deszo Horvath.
- It taught me leadership and communication skills as well as managing various group dynamics.
- We had the two most difficult supervisors and we delivered both on the academic front and on the client front.
- Beyond that, though the CEO didn’t like some of the findings, he implemented them which resulted in significant gains.
Education
Certificate - Introduction to Negotiation: A Strategic Playbook for Becoming a Principled and Persuasive Negotiator
Yale University
New Haven, Connecticut, USA01.2021
Certificate - Exercising Leadership: Foundational Principles
Harvard University
Boston, USA01.2021
Certificate - Successful Negotiation: Essential Strategies /Skills
University of Michigan
Michigan, USA01.2021
Bilingual Certificate - French
Collége Borèal
London, Ontario, Canada01.2012
Derivatives Fundamental Course -
Canadian Securities Institute
Toronto, Ontario, Canada02.2006
Master of Business Administration - Finance & International Business
Schulich School of Business
Toronto, Ontario, Canada05.1997
Honors Bachelor of Science - Actuarial Science
University of Western Ontario
London, Ontario, Canada09.1995
Bachelor of Science - Statistics
University of Western Ontario
London, Ontario, Canada09.1991
Skills
- Team Player
- Ability to prioritize tasks
- Problem solving
- Detail oriented
- Highly dependable
- Strong written communication skills
- Strong verbal communication skills
- Exceptional RM
- Experience in meeting sales targets
- Experience in meeting customer service targets
- Drive
- Competitive spirit
- Strong communication skills
- Strong interpersonal skills
- Outgoing personality
- Positive personality
- Quick learner
- Comfortable with new technology
- Easily adaptable
- Fast paced environment
- Programming C
- Programming C
- VBA for Excel
- Microsoft Office
- NetSuite
- Minitab
- UNIX/SPLUS
- SAS
- APL
- Bloomberg
- Reuters
Certification
- Certificate – Introduction to Negotiation: A Strategic Playbook for Becoming a Principled and Persuasive Negotiator, Yale University, 01/01/21
- Certificate – Exercising Leadership: Foundational Principles, Harvard University, 01/01/21
- Bilingual Certificate – French, Collége Borèal, 01/01/12
- Derivatives Fundamental Course, Canadian Securities Institute, 02/01/06
Hobbies and Interests
- Learning languages
- International travel
- Philosophy
- Theology
- Solving puzzles (Word games, Sudoku)
- Ceramics, Interior decorating
- Painting
- Keeping fit
Languages
- English, Fluent
- French, Fluent
- Russian, Intermediate
- Spanish, Intermediate
Timeline
Managing Partner & Head of Energy/Innovation
SZC Group
08.2014 - Current
Senior Managing Director
Geometrisks
10.2002 - 08.2014
Associate, Corporate Banking - Project Finance
Scotia Capital
12.2000 - 09.2002
Analyst/Manager, Trading Policy
The Bank of Nova Scotia
01.1998 - 12.2000
Consultant/Chair
Applied Physics Specialties Ltd.
Certificate - Introduction to Negotiation: A Strategic Playbook for Becoming a Principled and Persuasive Negotiator
Yale University
Certificate - Exercising Leadership: Foundational Principles
Harvard University
Certificate - Successful Negotiation: Essential Strategies /Skills
University of Michigan
Bilingual Certificate - French
Collége Borèal
Derivatives Fundamental Course -
Canadian Securities Institute
Master of Business Administration - Finance & International Business
Schulich School of Business
Honors Bachelor of Science - Actuarial Science
University of Western Ontario
Bachelor of Science - Statistics
University of Western Ontario
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