About
Highly skilled finance professional with a robust academic foundation and a proven track record in investment analysis and quantitative modeling. With a Master of Science in Finance from Queen's University and a Master’s in Financial Engineering, I have applied my expertise in data analysis, machine learning, and financial modeling to significantly enhance portfolio management and develop effective investment strategies. At RBC, I’ve successfully managed complex loan transactions, contributing to a substantial increase in team productivity. My experience includes conducting comprehensive fundamental and technical analysis, executing IPOs, and creating intelligent trading strategies using advanced quantitative techniques.
Work Experience
June 2023 - Present
Loan Servicing Analyst
Royal Bank of Canada, Toronto, ON, Canada
- Managed over 500 loan transactions per month, ensuring timely processing of 100% of advances, repayments, interest, and fee payments.
- Consistently met 15 tight deadlines per week, contributing to a 33% increase in team productivity.
- Diligently processed closing packages in ACBS by carefully analyzing credit agreements, setting up facilities, and ensuring accurate configuration of standby fees, upfront fees, administration fees, and loan products in compliance with agreements and amendments.
- Successfully managed the migration of HSBC facilities, overseeing a portfolio of 400 syndicated and bilateral clients while collaborating closely with team members to ensure a smooth transition.
- Demonstrated rapid proficiency in job responsibilities, contributing to the clearance of 500+ OMS items and eTRs. Assisted in maintaining a clean portfolio and supported other analysts in resolving discrepancies in internal accounts, resulting in a 70% improvement in the outstanding backlog report.
Jun 2019 – Jun 2020
Investment analyst
Tamin Pharmaceutical Investment Company, Tehran, Iran
- Developed quantitative models to analyze and forecast the performance of publicly traded subsidiaries, presenting data-driven recommendations to senior executives, 80% of which received positive feedback, resulting in optimized portfolio management.
- Utilized financial models and coding skills (Python, SQL) to prepare detailed reports on portfolio NAV and trading returns, facilitating data-driven decision-making and enhancing reporting accuracy.
- Worked closely with brokerage firms and stock exchanges to successfully execute 3 IPOs, applying strong quantitative skills and knowledge of equity markets.
Jan 2017 – Jun 2019
Investment analyst
Saba Tamin Brokerage Company, Tehran, Iran
- Conducted comprehensive fundamental analysis across multiple sectors, utilizing financial models to drive a 300% increase in the equity portion of portfolio and mutual fund profits.
- Applied advanced valuation models to determine the IPO price for a pharmaceutical company, ensuring alignment with market conditions and investor expectations.
- Led the preparation of prospectus documents for 3 IPOs, coordinating closely with CEOs and financial managers to ensure accurate valuation and strategic positioning.
- Created compelling reports and presentations, effectively communicating quantitative findings to senior management and the board, resulting in positive recognition and a performance bonus.
- Delivered individualized investment recommendations to clients based on their unique financial goals and risk tolerance
Education
Sep 2020 – Aug 2021
MSc Finance
Smith School of Business, Queen's University, Kingston, ON, Canada
- GPA: 3.9
- Examined the influence of academic research on cryptocurrencies’ return predictability, developing and testing actionable trading strategies using ten significant predictive variables. Conducted in-depth analysis on the profitability of zero-cost portfolios across multiple cryptocurrencies.
- Conducted a study to predict Bitcoin price direction using various machine learning methods, including Lasso, Ridge, Elastic Net, Random Forest, and SVM.
Sep 2015 – Feb 2018
MSc Industrial Engineering (Financial Services)
University of Tehran, Tehran, Iran
- GPA: 3.9
- Developed an intelligent stock trading strategy applying technical indicators and fuzzy logic in Tehran stock exchange.
- Ranked 39th in Industrial Engineering Universities Entrance Examination (Master's Degree, nearly 15,000 participants)
Sep 2011 – Aug 2015
Bachelor of Industrial Engineering
Semnan University, Semnan, Iran
- GPA: 3.75
- Teaching assistant for the statistics course
