Pranitha Ramchander

Investment Banking Associate @Cibc Private Wealth Us

Vancouver, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2024 β€” Present

Investment Banking Associate @Cibc Private Wealth Us

View department β†’

Vancouver, CA

Managing the portfolios of clients with a net worth of over $ 5 millionProviding strategic investment advice to clientsConducting market research to analyze financial trends and market conditionsAssisting clients with financial planning and estate planningMaintaining relationships with clients to ensure their satisfaction and trustMonitoring and updating client portfolios to ensure compliance with investment goals and objectivesKeeping up-to-date with industry trends and regulations to ensure compliance

EDUCATION

2022 β€” 2023

University Canada West

Master of Business Administration - MBA

2017 β€” 2021

Milpark Education - School of Financial Planning and Insurance

Bachelor of Commerce - BCom

2003 β€” 2004

University of KwaZulu-Natal

Diploma of Business Management

SKILLS

Internet ExplorerWageCash ManagementNetwork AdministrationInvoicingMonthly Close ProcessBusiness AnalysisForiegn ExchangeCredit CardsCreditRisk ManagementFinancial PlanningPaymentsAccounts ReceivablePetty CashMobile InternetPortfolio ManagementLoansBranch BankingCross SellingElectronic FilingPrevailing WageCorporate FinanceCommercial BankingMortgage LendingBank ReconciliationRetail BankingAccounts PayableMicrosoft OfficeAccountingInternet BankingWage & HourRegulatory FilingsFinanceInvestmentsConsumer LendingFinancial RiskOffice AdministrationE-InvoicingCustomer Service

ABOUT PRANITHA RAMCHANDER

I am an accomplished and experienced international corporate banking professional, entrepreneur, and leader. My expertise lies in asset management, compliance analysis, risk management, anti-money laundering, and due diligence. My passion is the capital markets, so I majored in financial markets and financial management with my MBA and B.Com degrees. My advanced business and technical acumen combined with excellent qualifications ensure a firm understanding of effective processes and systems, including resolving issues and implementing appropriate improvements, while my enhanced liaison and negotiation skills allow for successful collaboration with stakeholders from different professional, technical, and cultural backgrounds. My analytical expertise, problem-solving, time management, and organizational skills guarantee precise attention to detail, exemplary performance under pressure, and the ability to achieve tight deadlines in fast-paced environments. QUALIFICATIONS: β€’ MBA – University of Canada West β€’ Bachelor of Commerce β€’ Business Management Diploma IT SKILLS: β€’ Microsoft Office Suite - Excel, Word, PowerPoint, Outlook

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Pranitha Ramchander β€” Investment Banking Associate at Cibc Private Wealth Us in Vancouver, BC, CA | Unifers