Fenil Shah
Investment Analyst @RBC Capital Markets
Signup · Get unlimited contacts
WORK HISTORY
Investment Analyst @RBC Capital Markets
Toronto, ON, CA
EDUCATION
S K Somaiya Vidyavihars College of Arts Science & Commerce Vidyavihar Mumbai 400 077
Bachelor of Commerce - BCom, Business/Commerce, General
Seneca Polytechnic
Post Graduate Certificate, Financial Planning and Services
Seneca Polytechnic
Post Graduate certificate in Financial Technology, Finance, General
ABOUT FENIL SHAH
I execute orders for high net worth clients as an Investment Representative at RBC Direct Investing, one of the leading online brokerage firms in Canada. I handle equity, options, mutual funds, and fixed income transactions worth more than $1 million per day, following regulatory rules and procedures. I also support the online trading team with order execution and communicate effectively with operations and other stakeholders.I have a strong background in finance, innovation, and technology, with a Post Graduate certificate in Financial Technology from Seneca College. I also hold the CSC, CPH, and DFOL certifications from the Canadian Securities Institute, demonstrating my knowledge and skills in securities, conduct, and derivatives. I have previous experience in mutual funds operations and fixed income and derivative structuring, where I delivered proactive customer service, performed market data analysis, and collaborated with research teams. My core competencies include ratio analysis, operations, and workable solutions. I am motivated by guiding clients on eligible investment options, developing customized investment solutions, and maintaining updated knowledge of various investment products.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.