SHUBHAM TREHAN
Vancouver,BC
Summary
I emulate the qualities of a promising Buy recommendation stock, possessing a Clear Vision, Robust Management, ample Free Cash Flows, minimal Debt, and a commitment to Shareholder Returns, resulting in an Outperform (O) rating and tremendous potential for growth.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Investment Banking Associate
Moneta Partners
01.2023 - Current
- Built detailed financial models, pitch decks, information circulars & teasers for early growth stage clients.
- Single-handedly prepared and presented all materials for a Reverse takeover transaction within one week.
- Scouted +5 clients in a year adding +$100k work fee to the firm.
- Assisted Institutional Equity Sales Team in lead generation improving success rate by 50%.
Equity Research Associate
Haywood Securities Inc.
12.2021 - 09.2022
- Reviewed business and trade publications, annual reports, and financial fillings in order to gather & interpret data on 13 precious metals Canadian companies; one of the Top Picks reflecting 64%↑ in TTM.
- Reduced publishing lead time to 2-2.5 hours (20%↓) with exceptional accuracy.
- Slashed industry report submission timings by 10% with zero or minimal review comments from the publishing team.
- Delivered internal notes, minutes, and charts to Sales & Trading before markets opened.
Audit Senior
Ernst & Young LLP
- Trained and supervised multiple audits annually, supervising teams of 2-4 associates under fast-paced environment.
- Developed pitch decks for EY Calgary office on several clients for corporate development and increased audit hours by 40% - 60%.
- Awarded for Exceptional Client Service to Oil & Gas clients 6 times.
Education
Bachelor - Commerce – Accounting
University of Delhi
DelhiMBA - Finance
University of Calgary
Calgary, ABSkills
- Financial Modeling
- GAAP and Statutory Reporting
- Research Proficiency
- Bloomberg, CapitalIQ
Certification
- CFA - Level II Candidate
Timeline
Investment Banking Associate
Moneta Partners
01.2023 - Current
Equity Research Associate
Haywood Securities Inc.
12.2021 - 09.2022
Audit Senior
Ernst & Young LLP
Bachelor - Commerce – Accounting
University of Delhi
MBA - Finance
University of Calgary
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