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Financial Analyst Assistant

Montreal, Quebec, Canada
December 09, 2018

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Asad Moghal 1-514-***-****

English, Urdu


B.A. in Economics, minor in Mathematics Sept. 2014-Dec. 2018 McGill University, Montreal, QC

Relevant courses: Microeconomic Analysis, Macroeconomic Analysis, Economic Development, Probability, Statistics, Advanced Calculus, Linear Algebra, Numerical analysis, Money, Banking and Government policy, Labor Market and wages, Topics in Economic Policy, Intro to computer science, Intro to Software systems, Algorithms and Data structures, Nonlinear Dynamics and Chaos, Numerical methods Aitchison College, Lahore, Pakistan Sep 2010–Jun 2012

‘A’ levels Cambridge International Examinations program with Science Concentration (Physics, Chemistry, Math and Economics) WORK EXPERIENCE

Financial Securities Advisor Nov 2018-Ongoing

Sun Life Financial

Creating a book of clients from various client outreach methods.

Registering and enrolling in the LLQP Insurance course.

Meeting with prospective clients and providing them solutions to their financial needs, including disability and unemployment insurance needs. Research Assistant (Undergraduate) Sept 2017-Aug 2018 Economics Department, McGill University

Conducted financial and risk modelling.

Used statistical analysis to make models and forecasts.

Used advanced Excel, including pivot tables and VLOOKUP function to model and analyze risk.


Member and Candidate of the Chartered Financial Analyst Program (CFA)

Earned CFA Level I; CFA Level II Candidate (Exam Date: June 2019). Technical skills: Microsoft Office (Excel, Word, PowerPoint, Outlook), Adobe Reader, Final Cut Pro, iOS, Windows, SQL, Python

Programming Skills: JAVA, C, Python, Fortran, QuickBooks, Excel OTHER ACTIVITIES

Co-President Sep. 2017 - May 2018

Behavioural Economics Club, McGill University

Offered consulting services to clubs and associations affiliated with McGill, as well as neighboring businesses.

Coordinated all of the club’s mandates, and worked on expanding the club’s goals and competencies.

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