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Rayan Soni [email protected] EDUCATION Bachelor of Commerce (Honours), Smith School of Business at Queen’s University, Kingston, ON Class of 2019 Recipient of the Queen's University Excellence Scholarship for an admittance average of 94.5% Relevant Courses: Economics, Financial & Managerial Accounting, Mathematical Analysis & Managerial Statistics, Business Communications, Business Management and Marketing Awards: Received D.I. McLeod Dean’s List Scholarship (2015-2016) PROFESSIONAL EXPERIENCE Summer Analyst, Private Capital, CIBC World Markets, Toronto, ON June–August 2016 Completed a 12-week internship in the Private Capital Group, Global Investment Banking Provided financial advisory services to a broad range of institutions including private equity firms and Canadian pension funds Created an internal database with a full-time Analyst that outlined the top ten Canadian pension plans and key private equity firms and their corresponding portfolio companies and direct private equity investments Pitched a Canadian Private Equity firm in the potential monetization of an existing healthcare portfolio company through a dual track process in the near-term Summer Analyst, Client Management, CIBC World Markets, Toronto, ON May 2016 Completed a 4-week internship in the Client Strategy and Analytics Group Assisted in the creation of client action plans through effective collaboration with various divisions including Corporate Banking, Debt Capital Markets and Equity Capital Markets Developed briefing documents for senior management to develop and implement optimal client coverage strategies for a strategic subset of the most significant institutional and corporate clients EXTRACURRICULAR ACTIVITIES Analyst, Industrials and Diversified, Queen’s Capital, Kingston, ON 2016-Present Manage a portfolio of North American equities consisting of ~$100,000 in total AUM with a team of 30 Queen’s students Perform fundamental analysis on Diversified TSX/S&P 500 listed securities and make investment recommendations Create sector updates on the Industrials and Diversified sector focused on macroeconomic trends, current industry performance and relative valuation including a comparable companies analysis for a selected watch list Weekly training program focused on Investment Banking interview preparation through analytical and problem solving skills Student Athlete, Lake Mary Preparatory School, Orlando, FL 2012–2014 Recruited as one of seven international athletes to attend the Mike Bender Elite Golf Academy in Orlando, Florida Studied and competed full-time on the American Junior Golf circuit during sophomore and junior year in high school Selected to represent Team Canada for an International Junior Championship in Singapore, Asia ADDITIONAL INFROMATION Conferences: Queen’s Finance Association, Wharton Private Equity and Venture Capital, Queen’s Sports Industry Skills: Working knowledge of Microsoft Office, Bloomberg, FactSet, PitchBook, and Thomson One Analytics Awards: Selected as high school representative to attend the National Youth and Leadership Forum in Washington, DC Personal Interests: Percussion, golf, soccer, hockey and travelling

Rayan Soni - Queen's Capitalqueenscapital.ca/.../2017/01/Rayan-Queen27s-Capital-Resume-vFinal.… · Rayan Soni [email protected] EDUCATION Bachelor of Commerce (Honours), Smith School

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Page 1: Rayan Soni - Queen's Capitalqueenscapital.ca/.../2017/01/Rayan-Queen27s-Capital-Resume-vFinal.… · Rayan Soni r.soni@queensu.ca EDUCATION Bachelor of Commerce (Honours), Smith School

Rayan Soni [email protected] EDUCATION Bachelor of Commerce (Honours), Smith School of Business at Queen’s University, Kingston, ON Class of 2019 • Recipient of the Queen's University Excellence Scholarship for an admittance average of 94.5% • Relevant Courses: Economics, Financial & Managerial Accounting, Mathematical Analysis & Managerial Statistics,

Business Communications, Business Management and Marketing • Awards: Received D.I. McLeod Dean’s List Scholarship (2015-2016) PROFESSIONAL EXPERIENCE Summer Analyst, Private Capital, CIBC World Markets, Toronto, ON June–August 2016 • Completed a 12-week internship in the Private Capital Group, Global Investment Banking • Provided financial advisory services to a broad range of institutions including private equity firms and Canadian pension funds • Created an internal database with a full-time Analyst that outlined the top ten Canadian pension plans and key private equity

firms and their corresponding portfolio companies and direct private equity investments • Pitched a Canadian Private Equity firm in the potential monetization of an existing healthcare portfolio company through a

dual track process in the near-term Summer Analyst, Client Management, CIBC World Markets, Toronto, ON May 2016 • Completed a 4-week internship in the Client Strategy and Analytics Group • Assisted in the creation of client action plans through effective collaboration with various divisions including Corporate

Banking, Debt Capital Markets and Equity Capital Markets • Developed briefing documents for senior management to develop and implement optimal client coverage strategies for a

strategic subset of the most significant institutional and corporate clients

EXTRACURRICULAR ACTIVITIES Analyst, Industrials and Diversified, Queen’s Capital, Kingston, ON 2016-Present • Manage a portfolio of North American equities consisting of ~$100,000 in total AUM with a team of 30 Queen’s students • Perform fundamental analysis on Diversified TSX/S&P 500 listed securities and make investment recommendations • Create sector updates on the Industrials and Diversified sector focused on macroeconomic trends, current industry

performance and relative valuation including a comparable companies analysis for a selected watch list • Weekly training program focused on Investment Banking interview preparation through analytical and problem solving skills Student Athlete, Lake Mary Preparatory School, Orlando, FL 2012–2014 • Recruited as one of seven international athletes to attend the Mike Bender Elite Golf Academy in Orlando, Florida • Studied and competed full-time on the American Junior Golf circuit during sophomore and junior year in high school • Selected to represent Team Canada for an International Junior Championship in Singapore, Asia

ADDITIONAL INFROMATION • Conferences: Queen’s Finance Association, Wharton Private Equity and Venture Capital, Queen’s Sports Industry • Skills: Working knowledge of Microsoft Office, Bloomberg, FactSet, PitchBook, and Thomson One Analytics • Awards: Selected as high school representative to attend the National Youth and Leadership Forum in Washington, DC • Personal Interests: Percussion, golf, soccer, hockey and travelling