Open To Work
Shubhpreet Kaur
Halifax,Canada
Summary
Results-driven analyst with extensive experience in data interpretation, financial modeling, and strategic planning, ready to contribute effectively in this role. Recognized for a collaborative approach and a proven ability to deliver impactful results while adapting to evolving business needs. Proficient in data visualization, problem-solving, and stakeholder communication, ensuring clarity and engagement across all levels. Valued for an analytical mindset, strong teamwork capabilities, and a consistent track record of performance in dynamic environments.
Overview
5
5
years of professional experience
Work History
Senior Fund Services Analyst
Citco (Canada) Inc.
04.2022 - Current
- Assist in reviewing and resolving day-to-day tasks.
- Prepared and organized process documents for new hires for their smooth onboarding.
- Analyze, review and provide deliverables in line with client service level agreements to meet deadlines.
- Responsible for meeting the daily and monthly deliverables on time with a focus on stakeholders’ expectations.
- Maintain positive and professional working relationship with clients and internal Citco teams.
- Always ensure that every member of the team is aware of the current process and provide training when required.
- Analyzed financial data to identify trends and provide actionable insights for investment strategies.
- Developed comprehensive reports to support decision-making processes across multiple departments.
Research Analyst, Internship
Orenda Software Solutions
07.2021 - 04.2022
- Design market research rules to collect legit information from secondary data available from social media.
- Make Business performance effective using statistical and machine learning methods.
- Make predictive Analysis with trends and patterns using historical data.
- Analyze data to generate market insights for advisory purpose.
- Prepare reports, charts, and presentations by using revealed insights from the data for better decision making.
- Conducted in-depth data analysis to support product development initiatives.
- Collaborated with cross-functional teams to enhance research methodologies and project outcomes.
Digital Data Analyst
Parkland Corporation
05.2021 - 08.2021
- Assist in the clean-up and to get insights from the critical business data.
- Follow the data quality guidelines and manage the master data management processes.
- Working with the sales data and extracting some meaningful information to grow business.
- Manage periodic status updates, MS teams meetings, and worked with small data enrichment projects.
- Reporting to the Enterprise Digital Team and assist them in delivering the program.
- Analyzed complex datasets to identify trends and inform business decisions.
- Developed interactive dashboards using Tableau to visualize key performance indicators.
Education
Post-Baccalaureate Diploma - Business Analytics
Cape Breton University
Nova Scotia01.2021
Bachelor of Science - undefined
Kurukshetra University
India01.2019
Skills
- Currently working as Senior Fund Services Analyst, utilizing SQL, Excel, Qlik, PuTTy, WinScp platforms for detailed and quick analysis, process improvement and data management
- Team Handling skills and self-driven ability gained through working in high pressure environment conditions
- Commitment and dedication to the work and a good team player
- Positive and Goal Oriented approach with “Can Do” attitude
- Hands on Experience working with the WEB APIs
- Microsoft office
- Analytical thinking
- MS Excel
- Time management
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
On-SiteRemoteHybridSalary Range
$70000/yr - $200000/yrTimeline
Senior Fund Services Analyst
Citco (Canada) Inc.
04.2022 - Current
Research Analyst, Internship
Orenda Software Solutions
07.2021 - 04.2022
Digital Data Analyst
Parkland Corporation
05.2021 - 08.2021
Bachelor of Science - undefined
Kurukshetra University
Post-Baccalaureate Diploma - Business Analytics
Cape Breton University