About me

I'm a Finance professional with a Master’s from the University of Saskatchewan and CFA Level I passed. I bring expertise in financial modeling, investment analysis, and strategic forecasting.

I’ve managed a $4.3M fund, improved client satisfaction by 25%, and optimized operations to boost profit margins. Skilled in tools like Bloomberg Terminal, SQL, and Stata, I merge analytical precision with real-world execution. My passion lies in driving innovation in financial services and delivering data-backed insights that fuel business growth.

What i'm doing

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    Financial Analysis

    Clear insights that support smarter business decisions.

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    Investment Analysis

    Finding opportunities that maximize returns with confidence.

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    Portfolio Management

    Growing and protecting assets through balanced strategies.

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    Budgeting

    Planning resources effectively for sustainable financial outcomes.

Testimonials

  • Daniel lewis

    Faisul Alam

    Working with Kazi has been truly reassuring. He brings calm, clarity, and deep analytical thinking to every financial decision. His balanced judgment and thoughtful communication helped us feel confident even in uncertain market conditions. Beyond his expertise, he listens, understands our goals, and guides us with integrity and patience. We genuinely trust his leadership and vision for long-term financial growth.

  • Jessica miller

    Mary Anne

    Kazi as a Teaching Assistant has been truly outstanding. Despite the demanding workload of her MSc studies, she consistently demonstrated remarkable dedication, empathy, and academic maturity. Her ability to connect with students, explain difficult concepts clearly, and create a supportive learning environment was invaluable. She is responsible, thoughtful, and highly motivated, and I strongly recommend her for future opportunities.

  • Emily evans

    Emily evans

    Kazi’s financial expertise is matched by his curiosity and intuition. He simplifies complexity, anticipates challenges, and inspires confidence. Collaborating with him feels like having a roadmap for success in every decision.

  • Henry william

    Henry william

    Kazi combines deep financial knowledge with genuine care. She explains complexity clearly, anticipates challenges, and gives advice we can rely on. Working with her makes navigating finances much easier and confident.

Clients

Resume

Experience

  1. Research Analyst, Change Initiative.

    Jun 2025 – Present

    Delivered engaging tutorial sessions on MS Excel and Bloomberg Terminal, enhancing students' digital financial literacy and analytical capabilities.

  2. Teaching Assistant, University of Saskatchewan.

    Jan 2023 – Jun 2024

    Delivered engaging tutorial sessions on MS Excel and Bloomberg Terminal, enhancing students' digital financial literacy and analytical capabilities.

  3. Equity Analyst, University of Saskatchewan.

    Sep 2021 – Apr 2022

    Managed a $4.3 million portfolio trust, outperforming the market index by 3.4 percent.

  4. Operations Executive, BS Group.

    Mar 2021 – Jul 2021

    Collaborated with cross-functional teams to develop cost optimization strategies, leading to a 10% increase in profit margins.

  5. Customer Service Intern, IDLC Finance Limited.

    Jan 2020 – May 2020

    Engaged with clients through multi-channel communication, addressing inquiries and resolving issues with a focus on exceptional client service.

Education

  1. University of Saskatchewan

    2021 — 2024

    Master of Science in Finance. Relevant Coursework: Financial Modeling, Portfolio Management, Stock Valuation, Risk Management, Investment Analysis, Corporate Governance, Treasury Management, Forecasting.

  2. Bangladesh University of Professionals

    2016 — 2019

    BBA in Finance and Banking. CGPA: 3.85/4.00

  3. Holy Cross College

    2013 — 2015

    Field of Study: Business. GPA: 5.00/5.00

My skills

  • FInancial Analysis
    90%
  • Leadership
    90%
  • Investment Strategy
    95%
  • Sustainability Finance
    100%

Contact

Contact Form