Learning languages, travelling, watching and playing sports
Toronto Marathon (Oct 22)
Istanbul Marathon (Nov 24)
Hiked Africa's second highest Mountain (Dec 22)
Hiked Costa Rica's highest Mountain (Dec 23)
YASSER RASOOL, CFA
Summary
Experienced professional with a strong educational background in economics, mathematics, and finance. Skilled in relationship management, with a proven track record of effectively working with asset managers and asset owners.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Manager, Global Custodian Networks & Strategy
WTax (VAT IT Group)
08.2024 - Current
- Build and Strengthen relationships with fifteen custodian banks to streamline processes ensuring the timely provision of documentation for withholding tax reclaims
- Develop and implement strategies to optimize custodian engagement, enhancing data accuracy, improving efficiency and mitigating risks associated with tax reclaim submissions
- Monitor regulatory changes impacting withholding tax reclaims and work with custodians to adapt to evolving requirements
- Identify, develop and promote WTax custodian products to further improve the custodian banks technical tax infrastructure
Client Service Manager
WTax (VAT IT Group)
03.2023 - 07.2024
- Provide strategic leadership to a team of high performing CSEs managing a basket of clients with a combined AUM of over $1 trillion, while establishing and tracking quarterly performance targets to ensure the timely completion of deliverables
- Attend final-stage sales meetings with prospective clients to initiate the handover from sales to service and manage the client onboarding process
- Collaborate with senior management to devise innovative processes and leverage technology to improve operational efficiencies
- Engage in comprehensive discussions with upper management on the evaluation of new withholding tax products, exploring potential solutions for clients and formulating competitive fee structures
Client Service Executive
WTax (VAT IT Group)
02.2022 - 03.2023
- Successfully managed a relationship with 18 North American clients, including investment funds, pension funds, LPs and Trusts, with collective assets under management exceeding $200 billion
- Drove all aspects of business development, client communication and service, resulting in annual revenue generation of $20 million
- Provided insights, reporting and advice to clients on markets with favorable treaty rates to incorporate into their investment analysis
- Served as a key liaison between clients, custodians, administrators and WTax operations, ensuring accurate submission of documentation to foreign tax offices
Data Analyst
Royal Bank of Canada Investor & Treasury Services
09.2019 - 01.2022
- Conducted daily research, reviewing over 10,000 public and private financial securities annually to ensure the setup of institutional clients' portfolio holdings was consistent and up to date
- Generated daily reports and gathered extensive data from financial providers, including Bloomberg and Telekurs, to identify and address corporate actions that could impact client holdings
- Collaborated with various teams, including Fund accounting, AML, Settlements, Trade and Tax, to investigate and resolve issues, mitigating any financial risks to RBC
- Served as subject matter expert, providing support to new hires during onboarding and training
Education
Bachelor of Arts - Specialized Honors in Economics with a concentration in Mathematics
York University
04-2017
Certification
- Intro to Data Analytics, Light House Labs (Oct 2023 to Dec 2023)
- CFA Charter Holder, CFA Institute (Issued June 2023)
Interests
Timeline
Manager, Global Custodian Networks & Strategy
WTax (VAT IT Group)
08.2024 - Current
Client Service Manager
WTax (VAT IT Group)
03.2023 - 07.2024
Client Service Executive
WTax (VAT IT Group)
02.2022 - 03.2023
Data Analyst
Royal Bank of Canada Investor & Treasury Services
09.2019 - 01.2022
Bachelor of Arts - Specialized Honors in Economics with a concentration in Mathematics
York University
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