Open to opportunities

Parmjit Kaur

@parmjitkaur

Message

Aston University graduate skilled in economics and data analysis.

Zimbabwe

Message

What I'm looking for

I seek a role that offers growth opportunities and a collaborative culture.

I am an Aston University graduate with a BSc in Economics and Management. My academic journey has equipped me with a solid understanding of economic theory, complemented by practical statistical analysis through modules such as Microeconomics, Macroeconomics, and Econometrics. I have dedicated two years to internships in Aviation, Finance, and Consultancy, where I honed my skills in complex data analysis, problem-solving, and research.

Currently, I serve as a Business and Funds Associate at an Investment Management company, where I manage client finance processes, reporting, and compliance. My key achievements include successfully completing the ICA course in Customer Due Diligence and KYC, and managing the AAF 0120 Investment Management Audit for two consecutive years. I am passionate about leveraging my knowledge and skills in a dynamic work environment that fosters personal and professional growth.

Experience

Work history, roles, and key accomplishments

Current

Business and Funds Associate

Current

DTZ Investors / Cushman and Wakefield

Mar 2021 - Present (4 years 3 months)

Managed client finance processes, including lease incentive templates, monthly debt drawdowns, and bank reconciliations. Ensured compliance with KYC/AML requirements, conducted CDD and sanction checks, and produced monthly operational reports for senior leadership.

Client Finance Process Management Debt Drawdown Bank Reconciliation KYC AML Sanctions Checks Microsoft Excel SQL

Private SAT Maths Tutor

Self Employed

Sep 2019 - Mar 2021 (1 year 6 months)

Provided private tutoring for SAT Maths, reviewing class material, discussing tests, and offering feedback to students. Assisted with homework and exam preparation, helping students stay ahead in their studies.

Maths Instruction Communication Feedback Problem Solving Curriculum Development

Associate Consultant Intern

Angela Mortimer Finance

Sep 2016 - Mar 2017 (6 months)

Assessed budget, performance, and profit/loss accounts while undertaking business development through company research and cold calling. Conducted interviews with candidates and attended client meetings to understand requirements and maximize business opportunities.

Business Development Financial Analysis Recruitment Cold Calling Interviewing Client Relationship Management Sales

Insights Intern

M&G Investments Plc

Apr 2017 - Present (8 years 2 months)

Attended seminars and presentations to gain insights into equity fund management and the impact of China's economic slowdown on global commodities. Developed a deeper understanding of financial and economic theories, including factors affecting economies and equity fund categorization.

Financial Analysis Equity Management Investment Banking Market Research Financial Markets

Group Risk Internal Audit Support Intern

Menzies Aviation

Sep 2017 - Present (7 years 9 months)

Supported the Group Risk Internal Audit team by enhancing the SMART 2.0 audit application and managing monthly Quality Assurance and Quality Control Risk reports. Collaborated with developers to test the application and presented risk assessments to senior management.

Internal Audit Quality Assurance Data Analysis Microsoft Excel Data Sorting Research Methodology

Work Experience

Lloyds TSB

Provided comprehensive office and administrative support, including word processing, spreadsheet creation, and filing. Developed precision in tasks such as data inputting, validating, and verifying.

Administrative Support Data Entry Data Validation Microsoft Word Microsoft Excel Office Management

Education

Degrees, certifications, and relevant coursework

International Compliance Association (ICA)

Certificate, Customer Due Diligence and KYC

Grade: PASS

Completed and passed the ICA course in Customer Due Diligence and KYC. This qualification enhances expertise in compliance and anti-money laundering regulations.

Abbey College Birmingham

A-Levels, Economics, Mathematics and I.T

Grade: BBB

Studied A-Levels in Economics, Mathematics, and I.T. at Abbey College Birmingham, achieving grades of BBB.

Holly Lodge High School

GCSEs, Various

Grade: Maths (A), Biology (A), History (A), Chemistry (A), I.T (A), English Literature and Language (BB), Geography (B), Physics (B)

Achieved strong GCSE results including Maths (A), Biology (A), History (A), Chemistry (A), I.T (A), English Literature and Language (BB), Geography (B), and Physics (B).