- Bio
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Hi there,
My name is Jovanpreet Mann, I am a third-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 (Financials and Healthcare Sectors), 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/Treasurer 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
• 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
• Constructed an Investment Thesis on Affirm by conducting research on the company’s international expansion and competitive advantages of penetrating the UK’s Buy-Now-Pay-Later market in an emerging industry
• 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
• 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
• 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
• 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
• 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
• 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
• 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
• 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
• 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
• 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
• Collaborated with cross-functional teams to ensure delivery of exceptional service and foster long-term client loyalty, consistently maintained a 90%+ satisfaction rating