Overview
Work History
Education
Skills
Certification
Timeline
Generic

VALLEN PEREIRA

TORONTO,ON

Overview

4
4
years of professional experience
1
1
Certification

Work History

Associate Business Advisor

CIBC
Toronto, ON
05.2022 - Current
  • Oversaw a $30 million portfolio, overseeing nearly 200 businesses, achieving a 15% increase in portfolio value through strategic investments and risk management.
  • Sustained a robust corporate client pipeline, increasing partnership collaboration by 40%, resulting in a 18% growth in new client acquisitions.
  • Leveraged financial analysis to develop investment strategies, yielding a 12% annual return on investments and exceeding industry benchmarks.
  • Analyzed business financials, including balance sheets and income statements, to identify optimal credit options, resulting in a 40% reduction in default rates.
  • Partnered with corporate clients, evaluating financial goals and risk profiles. Customized strategies for short and long-term financial success, resulting in a 15% boost in goal achievement rates.
    Offered expert counsel on investment strategies, optimizing tax efficiency for clients while also providing advice on business setup to minimize tax liabilities, resulting in a 15% reduction in overall tax burdens.

Banking Advisor

RBC
Toronto, ON
05.2021 - 05.2022
  • Collaborated with clients to create personalized financial plans, including budgeting, debt management, and investment strategies, leading to a 25% improvement in clients' financial well-being.
  • Strategically identified cross-selling and upselling opportunities for a diverse range of financial products and services, with a particular focus on business credit lending, contributing to a 10% increase in portfolio revenue.
  • Stayed updated on market trends, economic conditions, and regulatory changes, providing clients with informed investment recommendations and strategies.
  • Executed trades and managed investment portfolios, optimizing asset allocation, and achieving a 12% average annual return on client investments.
  • Facilitated tailored business credit and lending solutions for clients, aligning financing strategies with their unique needs, and optimizing their financial capabilities for growth and success.

Lending Specialist

FAIRSTONE FINANCIAL
Toronto, ON
10.2020 - 05.2021
  • Scrutinized loan agreements to ensure compliance with relevant policies, achieving a 98% accuracy rate, reducing potential legal and regulatory risks.
  • Evaluated applicants' financial and credit positions, delivering expert guidance on personal loans and mortgages, resulting in a 25% increase in approved loan applications and improved creditworthiness assessments.

Education

POST GRADUATE - Financial Planning

George Brown College
Toronto, ON
08.2019

BBA - Financial Management

UNIVERSITY OF PUNE
PUNE,INDIA
06.2016

Skills

  • Financial Modelling
  • Adaptability
  • Critical Thinking
  • Customer Service
  • Detail-Oriented
  • Financial Statement Analysis,
  • Investments Analysis
  • Personal Development
  • Underwriting
  • Taking Initiative
  • SQL
  • Teamwork

Certification

CFA Level 2 CANDIDATE

SQL - May 2024- July 2024 ( Completion Date )

FRM Level 1 Candidate

Timeline

Associate Business Advisor

CIBC
05.2022 - Current

Banking Advisor

RBC
05.2021 - 05.2022

Lending Specialist

FAIRSTONE FINANCIAL
10.2020 - 05.2021

POST GRADUATE - Financial Planning

George Brown College

BBA - Financial Management

UNIVERSITY OF PUNE

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