SULTAN DEEB
Montreal,Canada
Summary
Investment operations professional with experience supporting financial reporting, analyzing account activity, and resolving data driven inquiries to ensure accurate and timely processing of transactions. Skilled in documentation review, reporting workflows, and maintaining data integrity across systems to support management and advisor decision making. Strong analytical skills with advanced Excel proficiency and proven ability to collaborate across business units.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Investment Operations
Sun Life Global Investments
06.2023 - Current
- Improved advisor service quality by resolving account inquiries efficiently and executing client requests accurately, contributing to timely and reliable account servicing.
- Reduced processing errors by thoroughly reviewing and validating financial documentation to ensure compliance with internal controls and regulatory standards.
- Enabled informed advisor and management decision-making by preparing accurate daily operational and fund reports used for client communication and servicing strategies.
- Investigated and resolved transaction and position discrepancies to maintain data accuracy.
- Enhanced cross-functional efficiency by collaborating with internal teams to deliver reporting, documentation, and operational requirements within tight deadlines.
Business Development Representative
Sekure Financial
10.2022 - 02.2023
- Increased onboarding efficiency by proactively collecting and verifying client documentation, reducing delays in account setup.
- Improved data accuracy by working closely with finance and operations teams to ensure client information was complete, accurate, and properly recorded.
- Supported revenue generation efforts by qualifying leads and maintaining clean records, enabling senior team members to focus on closing opportunities..
Education
Bachelor of Commerce - Finance
Concordia University
Montreal, QC12-2021
Skills
- Analytical Skills
- Excel (Advanced), Word, PowerPoint
- Communication and Interpersonal Skills
- Detail Oriented and able to handle multiple tasks simultaneously
- Valuation
- Forecasting and Budgeting
Languages
English
Full Professional
Certification
- Canadian Investment Funds Operations Course (CIFOC) — Scored 82%
- CFA Level 1 ( In progress)
Interests
Varsity soccer competitor, performing fundamental analysis and market research for stock pitching
Timeline
Investment Operations
Sun Life Global Investments
06.2023 - Current
Business Development Representative
Sekure Financial
10.2022 - 02.2023
Bachelor of Commerce - Finance
Concordia University
SKILLS & CERTIFICATIONS
Varsity soccer competitor, performing fundamental analysis and market research for stock pitching