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Sharv Parikh, CFA

Sharv parikh, cfa

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  • Timeline

  • About me

    Investment Research Analyst

  • Education

    • Faips dps kuwait

      -
      High school diploma

    • Cornell university-summer program

      -
      Business a-

      Learned the ins and outs of the business world, collaborated with business professionals such as David Einhorn, ran a simulated cafe and achieved best presentation in Stocks

    • University of waterloo

      2018 - 2023
      Bachelors for financial analysis and risk management math/finance

  • Experience

    • Rbc

      Jan 2020 - Apr 2020
      Analyst, high risk clients

      • Analyzed over 50 high-risk clients (Cannabis, PEP) to mitigate risk factors using anti money laundering processes.• Performed statement analysis, Enhanced Due Diligence and KYC procedures of clients using GCM & DDIQ.• Prepared risk assessment reports and assigned risk ratings to clients to determine the risk exposure to RBC.• Updated and maintained the high-risk client database system to facilitate easier access to client risk reports.

    • Manulife

      Jan 2021 - Apr 2021
      Global wealth asset management (gwam) ops strategy

      • Created dashboards in Power BI to analyze expenses across GWAM business units and compare against targets.• Customized dashboards promoted efficiency, data visualization and scaled back project costs in excess of $3 MM.• Organized training sessions on Power BI and SharePoint to provide a technological shift from traditional tools.• Designed a user manual on these applications which is now utilized across several teams by 500+ employees.

    • Rbc capital markets

      Aug 2021 - Dec 2021
      Portfolio advisory group co-op

      • Presented a stock pitch to the team including a business overview, industry analysis, risks contagions, DCF & comparable company analysis valuation to arrive at an investment recommendation utilized by advisors & client.• Assisted in the preparation of 2 client friendly notes daily to provide recent market and stock information.• Utilized Bloomberg Terminal, Factset to facilitate client related inquiries and assist in portfolio reviews.• Provided updated market information to investment advisors and analysts using Excel models.• Organized and hosted the morning call with 400+ participants to provide analyst recommendations. Show less

    • Manulife

      May 2022 - Aug 2022
      Investments & securities analyst

      • Created Dashboards in PBI to analyze Manulife products through advanced analysis and KPI dashboards.• Customized dashboards promoted efficiency, data visualization and reduced costs and expenses of projects by 7%.• Developed a DCAF Calculator with VBA to assist analysts to perform fund allocation and rebalancing.• Organized training sessions on Power BI and Sharepoint to provide a technological shift from traditional tools.

    • Wealhouse capital management

      Sept 2022 - now
      Investment research analyst

  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Sharv Parikh, CFA
      University of Waterloo Presidents Scholarship of Distinction - Sep 2018 Awarded to Students with an admission average of 95