Harshneet Bhatia
Client Relationship Manager @Scotiabank
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WORK HISTORY
Client Relationship Manager @Scotiabank
Toronto, ON, CA
EDUCATION
SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
Bachelor of Science - BS
Schulich School of Business - York University
MSc
ABOUT HARSHNEET BHATIA
Servicing portfolio companies to meet funding needs and growing their business. Proficient in credit underwriting, deal structuring, client servicing, financial modelling and equity research report writing. A Schulich School of Business, Master of Finance graduate, CFA level 3 candidate- Previous experience in creating financial value, strengthening and expanding business operations, and maintaining lucrative client relationships- Previous work in automotive, industrial sector and commercial banking, and asset management business at NBFCs- Focus areas: Client relationship, Capital Structuring, Investment Analysis, Portfolio Management, Financial Statement Analysis, Valuation, and Forecasting and Equity Research- Other technical skills include Advanced Excel, Power BI, VBA, Python, SAS, Bloomberg, FactSet, Refinitiv, Capital IQ, PitchBook, Charting and Technical analysis, and Tally.
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