Noor Lalani

Delivered semi-weekly lectures in Project Management, E-Commerce & Project Budgeting. Supplementary responsibilities included grading and providing feedback, identifying, and addressing challenges faced by International Students and 1:1 coaching sessions.

Provided lectures in-person and online (synchronous & asynchronous) over Mutual Funds and Canadian Securities Course (II), including regular learning and mentorship sessions, monitoring student progress and identifying challenges.

Responsible for making investment recommendations to Advisors and rebalancing portfolio (with the consent of the advisor) regarding trading and compliance at Raymond James- Tall Oak Private Wealth. Undertook production of commentaries and quarterly reports. Advised over the course of action to correct cash surplus/deficit in the clients' account. Key Achievements: • Carried out a thorough review of the investment merits and risks of various investments and strategies. • Administered client portfolios with respect to trading and compliance for Raymond James- Tall Oak Private Wealth. • Led optimal asset allocation and fund selection, analysis of Manager performance and risk attributes, and assessment of historical index risk metrics for Ekaton Wealth Management. • Contributed to portfolio commentary content to support client communication, business development initiatives, and required regulatory reporting. • Supported rationalization of data and reporting by cataloging, analyzing, and documenting current reporting deliverables.

Managed book-keeping and accounting functions including financial analysis, calculation and filing regulatory items (payroll taxes, HST, WSIB, T2 corporate Income tax returns), and A/P reconciliation for various clients. Key Achievements: • streamlined operations resulting in a 25% decrease in labour costs and standardized food portions leading to a 10% reduction in costs.

Headed fundamental company, sector, and industry research and analysis to validate model development and execution. Portfolio Manager for various Canadian Mandates- Quantitative models, with fundamental overlay. Presented fund & economic updates to internal stakeholders. Key Achievements: • Trained and mentored research team in the validation of model factors and enhancements. • Oversaw verification of data quality, update and improvement in data feeds and model scores in coordination with investment, research, and IT teams. • Undertook trading, compliance, cash management, attribution analysis and manager performance assessment. • Contributed to an internal assessment of enterprise risks and opportunities working closely with senior management. • Formulated customized variables in the financial database, resulting in a more robust research process. • Authored detailed portfolio analysis including performance attribution and evaluation of portfolio statistics. • Instrumental in the development of customized model for a prospectus, resulting in substantial AUM inflow.

Responsible for assessing the financial statements of exchange-listed companies for irregularities as well as TSE-listed companies and determining the appropriateness for inclusion. Co-managed Canadian portfolio. Key Achievements: • Identified the suitability of reporting and defined adjustments for comparable-basis reporting