Umar Uppal

I currently work in Capital Markets as a Senior Business Analyst (Trade Support)

• Organizing, managing, and entering trade information in the ticket booking systems for client deals and Prime Brokerage/Nesbitt Burns’ funding and reconciling daily positions thus ensuring effective settlement process.
• Conducting necessary ad hoc analysis with exceptional attention to detail and testing with due diligence to mitigate risk during testing or trading of systems like ADP Broadridge, CDS, DTCC, ARROW, Calypso, and SMS for management.
• Reads, analyzes and interpreting research/fail reports & Organizing investor database (monitoring and updating details based on changes etc.) and participating in dynamic meetings regarding tracking fixing trade breaks or errors. 
• Independently tracking, accounting, and managing changes in trade statuses, collaborating with internal & external stakeholders to ensure confirmations/product control & resolve issues and further build valuable relationships.
• Strategically building initiatives and relationships through effective communication with middle office, front office traders/sales, and exceptional customer service with clients in managing the assigned portfolio.

Graduated from the University of Toronto, Mississauga

Honors Bachelorof Arts, Double Majors in Economics and Environmental Management 2019 – 2023

Key Achievements

• Co-founded HilexicoConsulting Solutions which received corporate funding awardsfrom University of Toronto
• Qualified for DECA Businesscase-competition Provincials tier.
• 3.4 Average GPA