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Banking Investment Resume Format Template
Banking Investment Resume Format Template
1200 Markham Road, Suite 108, Toronto, Ontario, M1H 3C3
Tel: (416) 438.3606 / Email:
An experienced Senior Investment Professional with over 10 years of progressive experience in the
Banking/Investment industry. Key areas of expertise includes: FX, Treasury and International Capital
Markets, Trading, Risk Management & Control, Policy Implementation, Structured Derivatives
Product Marketing, Market Segmentation, Origination and Syndication of Bonds, International
Private Banking, Financial Planning and Business Development.
A proven track record in linking corporate vision to the delivery of desired results through people
empowerment and the effective use of resources, processes and technologies. Demonstrated ability to
plan, develop and manage investment portfolios in excess of $37 million with a keen focus on maximizing
gains while maintaining appropriate risk tolerance levels.
A strong motivator and team player with effective leadership, communication, decision making, problem
solving and interpersonal skills, together with a bottom-line corporate focus and a results-driven attitude.
2007 Licensed Financial Planner
2006 Licensed Investment Representative with Options (Ontario)
2004 Canadian Investment Manager Designation (CIM)
Active Fellow of the Canadian Securities Institute Designation (FCSI)
2003 B.A Degree in Business Administration (Gujarat University)
RBC WORLD MARKETS, Toronto, Ontario
Senior Regional Director, Financial Risk Management and Control, 2008 - Present
Direct and manage all aspects of project development and implementation (OMARK) for front-line
and back office FX, Treasury and Derivatives Products reporting system
Oversee the Senior Risk Policy Setting Committee (Markets and Trading Risks), providing
guidance in the formulation of market risks reporting guidelines and procedures with emphasis in
interest rates risk (DV01) and volatility risks (vol, delta, and convexity) for Interest Rate Swaps,
Interest Rate Options, Swaptions and Currencies options
Coordinate trading positions with 200 Traders on a daily basis to analyze and measure risk
exposures against compliance guidelines
Selected Accomplishments
Contributed to a $3 million savings in interest rate options trading by identifying a Trade Cheater
and taking the appropriate actions
Prevented a $2 million potential risk by identifying a system reporting violation
Introduced eight high-profile business clients to traders, resulting in $11 million in revenue
Associate Director, Capital Markets, 2004 - 2008
Directed market development initiatives for all Financial Risk Management and Structured
Derivative Products
Managed 50 key clients consisting of government agencies, institution and corporate entities
Expanded market share of Derivative Products within five provincial/state markets
Provided Financial Risk Management solutions for institutional and corporate borrowers including
FRAs, FSAs, interest rate swaps, currencies swaps, interest rate options, swaptions, currencies
options and commodities swaps
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