Sanya Jain

Burgundy Women In Investing Club @ Burgundy Asset Management Ltd.

About

E: jain1804@mylaurier.ca - I’m an Economics and Finance student at the Lazaridis School of Business and Economics with experience across asset management, banking, and market-focused roles. I enjoy working at the intersection of data and finance, using analytics to understand risk, markets, and investment decisions. -Through internships and competitions, I’ve worked on portfolio analysis, market reporting, financial modelling, and process improvements. -Highly skilled in Product and Portfolio Management, Python, SQL, Power BI, and Advanced Financial Modelling and Analysis

Country

Canada

City

Waterloo

Industry

Investment Banking

Skill

Poker, Microsoft Excel, Negotiation, Financial Accounting, DCF Valuation, Equity Valuation, Investment Valuation, Valuation Modeling, Sales, Customer Relationship Management (CRM), Trading, Financial Analysis, Equity Research, R, Statistics, STAT, MATLAB, Maple, Microsoft Suites, Research and Development (R&D)

Experience

Burgundy Women In Investing Club

Burgundy Asset Management Ltd.

2024-11 - 2025-6 · 8 mos

Toronto, Ontario, Canada

Sales and Trading Intern

Motilal Oswal Financial Services Ltd

2023-5 - 2023-8 · 4 mos

Delhi, India

Metals and Mining

Business Development Intern

Motilal Oswal Financial Services Ltd

2021-4 - 2022-5 · 1 yr 2 mos

Delhi, India

- Generated in-depth analyses of client investment trends and equity trading patterns; empowered clients with personalized recommendations based on real-time data, leading to a remarkable 15% boost in portfolio performance - Maintained open lines of communication with clients, addressing concerns in real-time and ensuring seamless service delivery; this approach resulted in a 95% client retention rate and an increase in upsell opportunities by 25%

Education

Lazaridis School of Business & Economics at Wilfrid Laurier University

Economics | Minor in Financial Math

2022-9 - 2027-1 · 4 yrs 5 mos

3rd Place - LSA x Fidelity Investments Case Competition 2025 (5th Place/400+) - BMO Private Wealth Management Case Competition 2025 Top 8 (8/22) - Laurier Wealth Managemnt Portfolio Investment Challenge Director of Tournaments/Sponsorships'25 - Laurier Poker Club Analyst Fall'24 - LIFA (Laurier Investment and Finance Club) VP of Finance: Fall'24, Winter'25 - AMP (Alumni Mnetorship Program) ➢ Intramural Rock Climbing ➢ Squash Varisty Athlete ➢ Intramural Dodge Ball