Ahsan Mahmood

1507, 5 St. Joseph Street, khalifa.mahmood@mail.mcgill.ca

Toronto, ON M4Y 1J6 T: (647) 860 5540

EDUCATION
McGill University, Montreal, Quebec Aug 2012-Feb 2016
Bachelor of Arts Major in Economics, Minor in Finance

CFA Institute, 2017 Level II CFA Candidate June 2017

EXPERIENCE
B2B Bank, subsidiary of Laurentian Bank of Canada Feb 2017- Present
Administration Officer (Broker Mortgages)-Centralized Operations
 Research, prepare, process, balance, reconcile, and ensure quality control of all financial and non-financial
transactions for clients
 Monitor the incoming document queue to ensure processing according to B2B Bank’s service standards
 Research and answer inquiries from internal and external clients, including Customer Service or Financial
Advisors regarding products and processing issues
 Verify own work for accuracy, clarity and completeness to ensure compliance with internal and external audit
and regulatory requirements

Knewsales Group Aug-Dec 2016

CIBC Sales Representative
 Promoted and sold CIBC Tim Horton’s Double Double Credit Card at college campuses and retail locations
around Toronto, consistently met or exceeded daily quotas
 Educated potential and existing customers about card features and benefits, handled objections successfully
everyday

Falcon Lam Financial May-Aug 2015

Summer Associate, Private Wealth Management
 Identified new mutual funds and exchange traded funds in line with clients’ Investment Policy Statements
 Conducted quantitative and qualitative market research on the ‘Mass Affluent’ market (target niche of the
company), providing the founding partners (Certified Financial Planners) with a localized and macro scope
of the market in Canada for strategic marketing purposes
 Provided a profile of successful individuals, small business owners, mid-career ‘transitioners’ with investable
assets
 Generated 300 new leads and organized them in to a CRM (customer relationship management) database

Citibank July-Aug 2014

Summer Intern, Commercial Card Operations
 Prepared presentations on the Citi Commercial Card operational process on MS PowerPoint, presented to
new interns
 Analyzed 50+ customer complaint calls weekly, suggested process improvement techniques for time saving
 Coordinated for head of department on a daily basis; booked meetings, answered calls, researched

Habib Bank Limited Aug-Sept 2013

Summer Analyst
 Assisted relationship manager by preparing marketing material, presentations and industry reports for
business development meetings with 30+ small to medium sized local business owners
 Narrowed down appropriate products for potential clients from the bank’s financing facilities
 Created financial statement spreads on MS Excel, analyzed clients financials
 Researched the impact of political relations among emerging market countries on economic opportunities in
Logistics/Trucking Industry

Standard Chartered Bank Sep-Nov 2011

Capital Markets Analyst
 Aided in preparation of pitch books, organized and maintained client files daily, made calls to other banks in
the syndicate
 Prepared material for potential investments; conducting market research, financial statement analysis,
collecting due diligence findings
 Gained an insight in to pricing of syndicated loans and fixed income securities such as Term Finance
Certificates

Gameview Studios, subsidiary of DeNA (Japan) Aug 2011

Rotational Intern
 Analyzed the balance sheet, income and cash flow statements, managed and assigned handheld devices to
developers, found solutions to network issues, created administrative and accounting spread sheets
 Gained public speaking experience by presenting company profile to prospective recruits at NED University
networking event
 Developed relationships with electronics vendors and secured favorable rates for the firm’s purchases of
new devices

EXTRACURRICULAR ACTIVITIES AND AWARDS

McGill Investment Club, active member Sep 2013-Dec 2014
Annual McGill Trade Simulation, Participant Feb 2013
McGill University Investment Management Course Stockrak.com project, third place Sep-Nov 2014
Kensett Medal Award for O level grades in English Sep 2010

SKILLS AND INTERESTS

Computer Skills: MS Excel, Word and PowerPoint (Advanced Level), MS Access, various banking software
Interests: Drumming, competitive tennis, casual golfing, soccer and cricket, reading about financial markets and
global affairs