Antony
Said,
MBA
Dundas
Street
West,
Apt
604
Mississauga,
Ontario,
L5C
4H3
Telephone:
(647)
Email:
ac2cvt@r.postjobfree.com
OBJECTIVE:
• Highly
motivated
MBA
graduate
aspiring
for
a
challenging
opportunity
in
the
field
of
finance
• Strategic
thinker
with
a
resilient
attitude
and
a
focus
on
problem
solving
• Organizational
and
analytical
skills
gained
through
goal- oriented
positions
and
team- based
projects EDUCATION:
Masters
in
Business
Administration
(MBA),
Accelerated
Program Schulich
School
of
Business,
Finance
Specialization:
Corporate
Finance,
York
University,
2016- 2017
• Courses Completed: Corporate Finance, Advanced Corporate Finance, Investments, Corporate Financial Analysis,
Alternative
Investments,
Mergers
and
Acquisitions,
Behavioral
Finance
• Successfully
completed
a
comprehensive
8- month
Strategy
Consulting
project
on
a
medium- sized
Ontario firm,
adding
value
to
the
business
through
strategic
proposals
to
the
CEO Bachelors
of
Business
Administration
University
of
Toronto,
Management
Specialization,
2009- 2013
• Graduated
with
High
Distinction
for
achieving
an
overall
GPA
of
above
3.5
out
of
4
• Overview
of
Courses:
Financial
Accounting,
Managerial
Accounting,
Corporate
Finance,
Macro
and
Micro Economics,
Statistical
Analysis
CERTIFICATIONS
CFA
Level
I
Candidate
–
Writing
the
December
2017
exam Canadian
Securities
Course,
CSI
Global
Education
Inc.
2013 WORK
EXPERIENCE:
Fund
Administrator
AGF
Investments,
Mississauga,
ON
Jan
2016-
July
2016
• Provided assistance and support to dealers and
brokers licensed to
distribute
AGF’s financial
products, including
mutual
funds,
pooled
funds,
and
segregated
funds
• Managed new and existing relationships with dealers and brokers and promoted AGF’s products with numerous
financial
institutions
• Supported
external
mutual
fund
dealers
and
brokers
with
regards
to
portfolio
management,
overseeing activities
such
as
purchasing,
switching,
and
redeeming
shares
• Processed
incoming
applications
and
facilitated
requests
and
authorizations
with
respects
to
RRSPs,
RRIFs, LIFs,
RESPs,
and
TFSAs.
• Managed
and
handled
account
transfers
to
and
from
external
financial
institutions,
and
settled
trades
in
a timely
manner
• Generated
and
reviewed
various
reports
for
broker
head
offices,
such
as
financial
statements,
year- end summaries,
fund
performance
reports,
and
tax
slips Fund
Administrator
Citigroup
Fund
Services,
Mississauga,
ON
Jan
2015-
Dec
2015
• Provided assistance and support to financial advisors regarding their clients’ investments and portfolio holdings
• Supported mutual fund investors with their day to day portfolio management, such as purchasing, switching,
and
redeeming
shares
• Processed
incoming
applications
and
facilitated
requests
and
authorizations
• Generated
and
reviewed
various
reports
for
investors,
such
as
financial
statements,
year- end
summaries, fund
performance
reports,
and
tax
slips Tax
Intern
Deloitte
LLP,
Burlington,
ON
March
2014-
July
2014
• Assisted in the preparation and assembly of over 2,000 personal income tax returns during the 2014 income
tax
season
• Engaged
in
the
verification
and
validation
of
over
2,000
T1
income
tax
returns
• Assisted
the
tax
department
with
various
other
administrative
tasks
and
responsibilities Accounting
Clerk
Datax
Inc,
Etobicoke,
ON
August
2013- March
2014
• Organized,
prepared,
and
maintained
financial
records
for
small
business
clients
using
Quickbooks
• Produced
weekly
payroll
schedules
for
35
corporate
clients,
and
managed
clients’
payroll
services
• Prepared,
reviewed,
and
issued
financial
statements,
including
profit
and
loss
statements,
balance
sheets, and
cash
flow
statements
• Assisted in producing various accounting summaries and reports using Microsoft Word, Excel, and Quickbooks
EXTRACURRICULAR
ACTIVITIES:
• Captain
of
the
University
of
Toronto
Mississauga
Varsity
Soccer
team
2010- 2013
• North
Mississauga
Soccer
Cub,
Ontario
Cup
champions
2010- 2011 ADDITIONAL
INFORMATION:
• Advanced
knowledge
in
Microsoft
Office
Suite
including
Microsoft
Word,
Outlook
Express,
Excel,
Access, and
PowerPoint.
• Advanced
knowledge
in
Bloomberg
Professional
Services