Trishan Bahall
Waterloo
Summary
Intent on securing and maintaining employment through hard work and utilizing the full extent of skillset. Willingness to learn and communicate in order to overcome professional challenges in order to achieve company goals. Ready to take on additional challenges in order to achieve objectives set out by the company and also to refine skillset.
Overview
5
5
years of professional experience
Work History
Investment Associate
Bourse Securities Limited
11.2023 - Current
- Maximized returns for clients by staying abreast of industry trends and emerging market opportunities.
- Collaborated with cross-functional teams to develop comprehensive due diligence reports for potential investments.
- Assisted clients in achieving their long-term financial goals through personalized investment strategies.
- Conducted ongoing competitor analysis to ensure our firm''s offerings remained competitive in the marketplace.
- Optimized portfolio diversification through strategic asset allocation recommendations.
- Streamlined investment processes for better efficiency and increased return on investments.
- Ensured regulatory compliance by maintaining detailed documentation of investment decisions and transactions.
- Improved the accuracy of financial models by refining assumptions and incorporating up-to-date market data.
Mathematics Tutor
Bahall's Lessons
06.2019 - 08.2023
- Used positive reinforcement, repetition, and review to help students master challenging material.
- Adapted lesson plans according to individual needs, ensuring all students received appropriate levels of challenge and support.
- Collaborated with students to complete homework assignments, identify lagging skills, and correct weaknesses.
- Employed creative problem-solving approaches during lessons that helped increase interest in mathematics among students.
- Collaborated with teachers about specific student math needs.
- Self-prepared materials based on school math curriculum to increase student comprehension.
Sales Associate
Vishala's Jewellery And Gift Centre
05.2022 - 08.2022
- Worked in sales in order to establish good customer relations and establish positive environment for customers
- Used register to process sales, returns and other transactions
- Helped grow volume of sales by establishing souvenir section
- Established logistical systems which dealt with imports of precious stones and other jewellery items
Education
No Degree - IFRS And GAAP Courses
CPA Canada
Online02.2024
Bachelor of Arts - Economics And Financial Management
Wilfrid Laurier University
Waterloo, ON08.2023
High School Diploma -
Presentation College Chaguanas
Chaguanas, Trinidad08.2019
Skills
- Proficient in all Microsoft Office software with specialty in Excel
- Proficient in Stata
- Organization and Time Management
- Mathematics
- Data and Analytics
- Communication
- Teamwork
- Great Presenter
- Finance
- Economics
Hobbies
- Fitness
- Reading
- Community Involvement
- Cooking
Timeline
Investment Associate
Bourse Securities Limited
11.2023 - Current
Sales Associate
Vishala's Jewellery And Gift Centre
05.2022 - 08.2022
Mathematics Tutor
Bahall's Lessons
06.2019 - 08.2023
No Degree - IFRS And GAAP Courses
CPA Canada
Bachelor of Arts - Economics And Financial Management
Wilfrid Laurier University
High School Diploma -
Presentation College Chaguanas
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