Kavay Kapoor

Wealth Management Analyst Intern @360 One Wealth

Waterloo, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2025 — Present

Wealth Management Analyst Intern @360 One Wealth

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Wealth & Asset Management

EDUCATION

2017 — 2023

The English College, Dubai

GCSE & A Levels

2023 — 2027

Lazaridis School of Business & Economics at Wilfrid Laurier University

Honours Bachelor of Business Administration, Minor in Economics

ABOUT KAVAY KAPOOR

Passionate about finance and venture capital, I bring diverse experience across wealth management, venture capital research, real estate private equity, and business development. I have worked on portfolio analysis and automation at 360 One Wealth, evaluated dual-use technology opportunities at Wealth Capital Connections, and conducted real estate deal assessments at Project Destined. My work at Imagine FMCG further strengthened my ability to analyze consumer trends, optimize product strategies, and generate actionable insights that drive growth. These experiences have equipped me with a strong foundation in financial modeling, market analysis, and client-focused reporting. Beyond professional roles, I actively lead student organizations including Co-President of the Laurier Economics Club and Director of Finance at Laurier Changemakers, where I oversee teams, manage budgets, and organize large-scale events that enhance student engagement. With certifications in Bloomberg Analytics, Excel, and Commercial Real Estate Fundamentals, I aim to continue blending analytical research with strategic decision-making to create value in competitive markets. E: k•••••••@mylaurier.ca

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Kavay Kapoor — Wealth Management Analyst Intern at 360 One Wealth in Waterloo, ON, CA | Unifers