- Bio
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Hi there,
My name is Jovanpreet Mann, I am a second-year Accounting and Finance student at the Ted Rogers School of Management, Toronto Metropolitan University, with a strong academic background in financial modeling and analysis. I am an Investment Analyst for the Ted Rogers Investment Council, where I conduct equity research, develop investment theses, and contribute to managing a $1,000,000 long-only mock fund. I have professional experience at Honda Canada and CIBC, where I honed my leadership, operational efficiency, and customer service skills. I have competed in multiple case competitions, placing first in the RSM Alteryx Masterclass, first in the BMO-TRSM Case Competition and top four in the Deloitte DC3 Case Competition. I also serve as President of the Toronto Metropolitan University Punjabi Association, managing financial operations, fundraising, and event planning. My technical skills include Alteryx, Bloomberg, CapitalIQ, Power Platforms, SQL and Microsoft Suite, and I hold certifications in Alteryx Designer Core, Bloomberg Market Concepts, Power Platforms and Microsoft Office Excel. I am passionate about investing, case competitions, and strategic problem-solving, and I continuously seek opportunities to apply my skills in a professional setting.
- Resume
- Jovanpreet Mann Resume.pdf
- Portals
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Vancouver, British Columbia, Canada
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Skills
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Achievements
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Work experience
Investment Analyst
Ted Rogers Investment Council
Toronto, Ontario, Canada
September 2024 - Current
β’ Produced and presented a Stock Pitch Presentation, recommending a BUY, on Affirm Holdings Inc (NASDAQ: AFRM) to industry professionals alongside 4 other analysts and our portfolio manager
β’ Constructed an Investment Thesis on Affirm by conducting research on the companyβs international expansion and competitive advantages of penetrating the UKβs Buy-Now-Pay-Later market in an emerging industry
β’ Collaborating effectively with the executive team to manage a $1,000,000 long-only mock fund, utilizing the sectors' bi-annual stock pitches for stock selection with the goal of outperforming the S&P/TSX Composite Index
β’ Maintaining attention to detail, managing time well to meet deadlines for preparation and presenting stock pitches
President, Finance
Toronto Metropolitan University Punjabi Association
Toronto, Ontario, Canada
September 2023 - Current
β’ Handling all financial ventures of the club, including fundraising, budgeting, tracking expenses, financial reporting, cost analysis, financial forecasting, and auditing, all done with 100% accuracy for past 16 months
β’ Leading, pitching the club and submitted reports to the Student Union, acquiring in the maximum $5000 in funding which I helped acquired last year as well, the most ever raised by the TMUPA
β’ Enabled club to hold over 6 events in previous semester and accumulated largest member participation in club history, planning 6+ events for this semester with the help of my leadership and project management skills
Service Valet Dispatcher
Honda Canada (Performance Auto Group)
Brampton, Ontario, Canada
March 2023 - July 2024
β’ Worked directly with service managers and advisors to lead the valet team of 8+ drivers daily, handled over 30+ vehicles daily, ensured 80+ daily client transactions were completed in a proper, time-efficient manner
β’ Utilized business intelligence tools such as VenueVision and CDK Drive to map out customer shuttling, invoicing, customer data search, communicated with and handled 40+ clients daily
β’ Strategized and implemented shuttling protocols, helped the department reach maximum efficiency and exceed CSI targets every month since being hired for a total of 27 months by displaying diligent customer service
Contact Centre Specialist II
CIBC
August 2022 - October 2023
β’ Assisted clients with any issues and complaints related to CIBC credit cards, made sure to always surpass customer contact and satisfaction quotas weekly, maintained a 95%+ contact score, highest in the department
β’ Mastered multiple data software to resolve and open credit card related tasks while communicating with clients to empathize with and understand them and provide accurate and time-efficient solutions
β’ Collaborated with cross-functional teams to ensure delivery of exceptional service and foster long-term client loyalty, consistently maintained a 90%+ satisfaction rating