Vinojan Kanesan
@vinojankanesan
I manage investment operations, portfolios, capital flows, and financial reporting across regulated financial services environments.
CanadaWhat I'm looking for
At The BridgGroup of Companies, I process 50+ monthly investment transactions, track $5M+ in monthly client portfolio inflows and outflows, and manage more than 100 investor accounts across common and preferred share structures.
I coordinate fund disbursements with legal, maintain audit-ready documentation, and improve Excel-based reporting workflows to support efficient investment operations.
Previously at TD Bank, I managed a $20M+ portfolio for 150+ retail and small-business clients, generated $3M+ in new lending and investment business, and exceeded annual sales targets at 120%+ while supporting compliant credit decisions. I have also led B2B operations and enterprise partnerships at Link It Up, using operational data and process improvements to strengthen service delivery and retention.
Experience
Work history, roles, and key accomplishments
Business Administrator (Investment Operations Analyst)
The BridgGroup of Companies
Jan 2026 - Present (7 months)
Processed 50+ monthly investment transactions including subscriptions, redemptions, and transfers. Tracked and reported on $5M+ monthly investment inflows and outflows across client portfolios, managed 100+ investor accounts, coordinated fund disbursements, and maintained audit-ready documentation.
Education
Degrees, certifications, and relevant coursework
Vinojan hasn't added their education
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Tech stack
Software and tools used professionally
Availability
Location
CanadaAuthorized to work in
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