TARANPREET SINGH
Surrey,BC
Summary
- Experienced professional with more than 2 years of demonstrated history
- Bachelors of Business Economics
- Strong sense of leadership with a proven record of accomplishment
- Attention to detail and effective use of analytical skills to capture insights
- Proven expertise in handling multiple tasks and implementing process improvement ideas
- Creative thinking, work ethics, excellent communication and presentation skills
- A logic and expertise driven individual who trusts data
Overview
2
2
years of professional experience
Work History
Associate Workplace Investing
Fidelity International
03.2022 - 01.2023
- Generated projected annual return statements/reports for clients like BMW, Walt Disney, Facebook, Virgin Media etc
- Prepared investment portfolio reviews and calculated risks and returns of pension funds
- Managed day to day client requests, handling email and responding to customer queries
- Collaborated with multiple teams across department to achieve common business goals
- Extended support to other team members with their deliverables
- Implemented process improvement ideas, which reduced process complexity through multiple daily/monthly tasks which lead to reduction in standard timing of process by 10 minutes
- Supported team by mining, organizing, analyzing and presenting information relevant to service lines.
- Applied effective time management techniques to meet tight deadlines.
- Learned overall function of Financial Company, gaining deeper insights into the industry.
Junior Financial Analyst
Ahuja Construction Engineers
11.2020 - 12.2021
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Reviewed financial reports and streamlined operations to increase productivity and company profits.
- Analyzed and processed project specifics before capital deployments.
- Evaluated financial performance of investments, acquisitions and other business opportunities to provide strategic recommendations.
- Quantitative Analysis of Operational and Financial Data
- Prepared client presentations and engaged actively in discussions
- Ensured company’s compliance with Financial Regulations and Standards
- Also offered support for customer service and assisted with administration tasks
Education
Bachelor of Arts - Business Economics
University of Delhi
02.2021
Skills
Advanced MS Office (Excel, Word, PPT)
Data Analysis
Knowledge of Financial Markets
Communication and interpersonal skills
Multitasking
Organized
Financial Modelling and Analysis
Quick learner and Adaptable
Languages
English
Punjabi
Hindi
Extra-Curriculars
- Volunteered for Collection drive of Care Promise Welfare Society an NGO for Cancer
- Completed Youth Employment program from PICS, Surrey BC, Canada
- Participated in Youth Financial Literacy Workshop in PICS, Surrey BC, Canada
- Volunteered in EXORDIUM of Loktantra - Political Science Society of SGGSCC
- Volunteered in Charity activities of Khalsa Aid
- Volunteered for Plantation drive in Fidelity International
Timeline
Associate Workplace Investing
Fidelity International
03.2022 - 01.2023
Junior Financial Analyst
Ahuja Construction Engineers
11.2020 - 12.2021
Bachelor of Arts - Business Economics
University of Delhi
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