Sina Naeimi
Burnaby,Canada
Summary
Results-driven banking professional with 2 years of experience in retail banking, transitioning into financial analysis to leverage a deep understanding of financial products, client relationship management, and financial analysis. Skilled in conducting comprehensive financial needs assessments, analyzing credit risk, and managing diverse client portfolios. Recognized for strong analytical abilities, attention to detail, and proficiency with financial modeling and data analysis tools such as Excel and Python. Proven ability to collaborate effectively across departments to enhance client satisfaction and deliver actionable insights. Eager to apply strong analytical skills and a strategic approach to financial data to drive data-informed decision-making and contribute to impactful investment strategies.
Overview
3
3
years of professional experience
2
2
Certification
Work History
Banking Advisor
Royal Bank of Canada
10.2022 - 07.2024
- Conducted in-depth financial assessments to support clients’ financial goals.
- Managed client portfolios, conducting regular reviews and financial planning for over 40 clients.
- Analyzed financial data to provide tailored financial advice and support credit adjudication.
- Collaborated across departments to enhance client satisfaction and service delivery.
Financial Analyst Intern
National Development Investment Group
11.2019 - 10.2020
- Analyzed historical financial data to identify trends and assess risks.
- Forecasted companies' intrinsic value and benchmarked against industry standards resulting in 23% turnover in a year.
Education
Diploma - Finance
British Columbia Institute of Technology
Burnaby, BC05.2022
Skills
- Cash Flow analysis
- Microsoft Office (Word, Excel, etc)
- Financial and Trend Analysis
- Financial Modeling
Certification
- Chartered Financial Analyst (CFA) Program Candidate: CFA Level I Passed (Above 90th percentile, Aug 2024); Level II scheduled for May 2025.
- Canadian Security Course (CSC), 03/01/22: Registered mutual funds representative; Score: 84%
Timeline
Banking Advisor
Royal Bank of Canada
10.2022 - 07.2024
Financial Analyst Intern
National Development Investment Group
11.2019 - 10.2020
- Chartered Financial Analyst (CFA) Program Candidate: CFA Level I Passed (Above 90th percentile, Aug 2024); Level II scheduled for May 2025.
- Canadian Security Course (CSC), 03/01/22: Registered mutual funds representative; Score: 84%
Diploma - Finance
British Columbia Institute of Technology
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