YOGENDRA SINGH
India
Summary
Dynamic and results-driven finance professional with a strong background in investment management, client solutions, and capital markets. Demonstrated track record of driving sales, cultivating client relationships, and executing large-scale financial strategies. Proficient in financial analysis, portfolio management, and event coordination. Currently pursuing CFA Level 1 to enhance expertise in asset management and investment strategies.
Overview
2
2
years of professional experience
5
5
Certification
Work History
Associate, Investment & Client Solutions
AGF Investments / AGF Capital Partners
12.2023 - 09.2024
- Increased market share by 15% by crafting and executing strategic distribution plan targeting retail investors and institutional clients. - Developed and maintained relationships with 50+ dealers, brokers, and institutional clients, resulting in 20% increase in sales
- Managed retail portfolios ($10,000 to $10M) and institutional portfolios (>$6B), delivering tailored strategies using DMA, Salesforce, and Bloomberg. - Achieved 25% improvement in client satisfaction and retention
- Led organization of 20+ client seminars, roadshows, and industry events, contributing to 10% boost in client acquisition
- Conducted market research using Bloomberg and Morningstar, helping refine product offerings, contributing to 10% ROI
- Created financial reports and performance dashboards using data visualization, supporting strategic planning
- Worked closely with National Accounts team, strengthening AGF’s presence in Canadian market
Associate, Capital Marke
Lambton College
05.2023 - 08.2023
- Developed financial models for capital markets transactions, providing in-depth analysis, contributing to 10% projected ROI
- Conducted market research to identify opportunities in emerging markets, enhancing client presentations and decision-making
Summer Intern
Titan Company Limited
03.2019 - 07.2019
- Optimized inventory strategy through market research and competitor analysis, achieving 10% cost reduction
- Identified operational inefficiencies and improved resource allocation, boosting overall efficiency
Education
MBA -
Lambton College
Toronto , Canada10.2023
Bachelor of Commerce (B.Com), Financial Management, First Class (61%) -
St. Joseph's College of Commerce
Bengaluru , India12.2020
Skills
- Financial Software: Bloomberg, Morningstar, Salesforce, ATAS
- MS Excel: Top 5% on LinkedIn PowerPoint: Top 30% Word: Top 30%
- Financial Modeling & Valuation: DCF, Comparable Analysis
- Portfolio Management: Asset Allocation, Risk Management
- Data Analytics: Excel, Power BI, Data Visualization
- Financial statement analysis ,Quantitative Analysis,Mergers and Acquisitions
Certification
- Investment Funds in Canada (IFIC) – Canadian Securities Institute
- JPMorgan Asset Management Program – JPMorgan Chase & Co.
- Careers in Commercial Banking – CFI
- Introduction to Capital Markets – CFI
Timeline
Associate, Investment & Client Solutions
AGF Investments / AGF Capital Partners
12.2023 - 09.2024
Associate, Capital Marke
Lambton College
05.2023 - 08.2023
Summer Intern
Titan Company Limited
03.2019 - 07.2019
MBA -
Lambton College
Bachelor of Commerce (B.Com), Financial Management, First Class (61%) -
St. Joseph's College of Commerce
- Investment Funds in Canada (IFIC) – Canadian Securities Institute
- JPMorgan Asset Management Program – JPMorgan Chase & Co.
- Careers in Commercial Banking – CFI
- Introduction to Capital Markets – CFI
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