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EDUCATION
University of Toronto | Honours Bachelor of Science in Statistics and Economics                                 June 2024
Coursework: Machine Learning, Data Analysis, Survival Analysis

Experience
Royal Ontario Museum | ERP Analyst Intern                                                                     July 2024 – August 2024
Assisted with ERP data migration from Sage 300 to Microsoft Dynamics, meticulously planned the migration of over 50,000 records, ensuring zero data loss and alignment with the museum's strategic goals
Increased efficiency in review and checking processes by 75% through developing a Python program to automate the extraction and summary of data from multiple PDF files

CIBC | Business Systems Analyst Intern                                                                           January 2023 – April 2023
Developed a SharePoint site to optimize training processes and streamline application management, improving product enhancement visibility by 25% and reducing new employee onboarding time by 50%
Coordinated project timelines for two high-impact, multi-million-dollar product initiatives; ensured on-time delivery by proactively mitigating risks and collaborating with stakeholders, achieving key milestones
Conducted comprehensive data analysis on over 10,000 data records using MS Excel, ensuring 99% accuracy during a critical data migration, which supported data-driven decision-making

Appnovation, Tech Consulting | Go-To-Market Coordinator                                    August 2022 – December 2022
Spearheaded the development of 10+ winning sales proposals in Salesforce, driving a 30% increase in sales, establishing a reputation for compelling, on-brand client submissions
Maintained on-time and on-budget delivery of 4 client projects while ensuring seamless client collaboration by managing projects in Jira and applying agile methodologies
Conducted in-depth market research on cutting-edge technology and delivered data-driven insights that boosted sales team engagement by 30% and supported the acquisition of a high-value client

UofT University Advancement | Data Analyst                                                                   May 2022 – August 2022
Architected a Python program that automated data quality checks, reducing donor record errors from 1,000 to fewer than 10 per month (99% reduction) and cutting processing time by 75%, from 40 to 10 hours weekly
Leveraged SQL and Power BI to analyze donor data, developed targeted fundraising strategies that increased campaign effectiveness by 20% and boosted donor engagement by 15%

UofT Innovation Hub | Design Researcher                                                              September 2021 – March 2022
Developed student-centered solutions by conducting 4 comprehensive interviews; utilized data coding, tagging techniques, and Design Thinking principles to identify key pain points and propose actionable recommendations to improve student services

Projects
Obesity Prevalence Data Analysis | R
Analyzed a CDC public health dataset of over 400,000 records using R, identifying key lifestyle factors influencing obesity prevalence across demographics, providing actionable insights for health initiatives
Developed and validated a high-performing statistical model for obesity prevalence, employing advanced statistical techniques and created impactful visualizations for a comprehensive report to diverse stakeholders

Apple Wallet Student Card | Swift
Designed and implemented a digital student ID solution for Apple Wallet using Swift and Apple PassKit

Skills
Languages: Python, R, SQL, Swift
Tools: Microsoft Office (Excel, Word, PowerPoint, Visio), Tableau, Power BI, Jira, Confluence

Job Description

Investment Operations supports many of the Credit Investment teams with transaction management, asset servicing, investment accounting, reporting and valuations.

We are searching for an Analyst to support the day-to-day accounting and monitoring of the Private Credit Investments portfolio.

Role-Specific Accountabilities

Support day-to-day investment operations functions; ensuring accuracy of trade tickets and accounting entries, completeness of supporting documentation, validation of transaction amounts and ensuring appropriate authorizations are in place in order to facilitate investment closings
Support transaction funding for various credit investments, and assist in term loan settlements in a timely manner
Assist in the timely completion and accuracy of various reports and reconciliations relating to benchmarking, portfolio holdings and P&L
Assist in the timely completion of various holding reports, PnL reports and performance reports to ensure accuracy and completeness, as well as provide valuable insights and commentary
Assist in the day over day pricing process for principal credit, intellectual property and credit fund investments;
Provide insightful analysis of operational or business issues and provide direction in determining corrective action; promptly escalate irregular activities or issues
Maintain an ongoing effective working relationship with internal investment staff and external asset managers to ensure issues are discussed and resolved and financial controls and reporting requirements are met
Build a reputation as a subject matter expert in the private investments domain for issues related to investment operations and accounting
Ensure ongoing compliance with reporting requirements and resolve discrepancies when exceptions occur
Continually strive for operational excellence; seek ways to streamline processes, create operational efficiencies and foster a culture of continuous improvement, enhanced controls and data integrity
Ensure process documentation is kept up to date
Prioritize workload in a timely fashion to meet deadlines

Qualifications

Undergraduate or Master’s Degree in Finance, Commerce, Economics or other related discipline
Professional designations such as a CBV, CFA, CPA are considered an asset
Minimum of 1+ years of relevant work experience
Strong problem solving skills, comfortable working through unknowns
Solid understanding of debt instruments and investment accounting
Strong analytical, financial and management accounting skills will be necessary to perform this role
Advanced Excel skills and comfortable learning new systems
Team player who enjoys working in a high performing culture and is open to evolving and changing priorities
Demonstrated ability to lead and coach a high performing team
Strong interpersonal and organizational skills
Strong written and verbal communication skills with high degree of professionalism
Solid prioritization and organizations skills with exceptional attention to detail
Self-motivated, flexible and adaptable
Exemplifies our Guiding Principles of integrity, partnership & high performance