Mohit Sidhu
Analyst Ii, Investment Operations @ATB Wealth
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WORK HISTORY
Analyst Ii, Investment Operations @ATB Wealth
Calgary, AB, CA
Execute end-to-end operations processing for investment management and financial advisory teams.Collaborate cross-functionally with tax, trading, transfers, settlements, credit, corporate actions, account maintenance, support, and platforms teams to resolve escalations and enhance client/advisor experience. Drive process improvement and automation initiatives to improve operational efficiency.Month-end custodian reporting and regulatory workflows with a focus on accuracy and timeliness.Educate advisory teams on workflows and best practices, and train new team members.Consistently earned ‘Exceeded Expectations’ performance reviews in FY 2024 and 2025.Active member of ATB Wealth Operations Wellness Committee
EDUCATION
University of Calgary
Master of Science - MS, Financial Mathematics
GEMS Education
High School Diploma, CBSE
Ajman University
Bachelor of Science - BS, Finance, General
OTHM
Level 7 Post Graduate Diploma in Logistics and Supply Chain Management, Logistics, Materials, and Supply Chain Management
ABOUT MOHIT SIDHU
As a CFA Level 3 candidate with a solid foundation in finance, I bring a unique blend of…
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