Nabeel Hasan
Senior Consultant @Onex
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WORK HISTORY
Senior Consultant @Onex
Focused on migrating the existing Front, Mid and Back-office functions to Fidelity Clearing Canada (FCC) as the Custodian and IFDS as the Transfer Agency. Worked on Wealth integration aspects of the Private Asset and Pooled Funds products to be supported in the new target operating model.\\\\n• Developed new target processes for Broadridge trading of equities under SMA products and streamlined the internal teams with new trading structure.\\\\n• Led collaboration with external vendors to understand where Portfolio Management system (D1G1T) will be leveraged and integrated with the Custodian on front office and mid office functions. Worked with Legal, Compliance, Marketing, Client Wealth Managers to understand their reporting and client servicing needs.\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n
EDUCATION
University of Toronto
Masters of Information Science, Information Sciences
Minnesota State University, Mankato
Bsc, Computer Information Science and Marketing (Both with Honours), Magna Cum Laude (3.76/4.0 GPA)
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