Devansh Thapar
Finance, Wealth Management & Investment Banking Aspirant
Finance student with hands-on experience in financial analysis, client profiling, and Excel-based reporting. Strong foundation in wealth management concepts, market research, and data-driven decision-making, actively pursuing finance internships.
Follow me:
1
Years of experience
Devansh
About Me
I am a motivated finance student specializing in wealth management, financial planning, and investment analysis. With practical experience in Excel modeling, client profiling, and market research, I bring a structured, analytical approach to financial decision-making. My academic projects and leadership roles reflect a strong understanding of consumer behavior, risk profiling, and advisory frameworks, preparing me for internship roles across finance, wealth management, and capital markets.
My expert
areas
Experienced in financial analysis, wealth management fundamentals, client needs assessment, and Excel-based reporting. Adept at translating economic trends and financial data into actionable insights for advisory and investment decision-making.
Skills
Financial Analysis & Client Profiling
Excel Modeling & Reporting
Wealth Management & Financial Planning Fundamentals
Market Research & Economic Analysis
Risk Profiling & Investment Suitability
Presentation & Client Communication Skills
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12
Finance Coursework Completed -
5
Financial & Market Analysis Projects -
8
Excel-Based Financial Models Built -
2
Leadership & Finance Committees
Education
Advanced Diploma in Business Administration – Finance
George Brown College
Toronto, Ontario, Canada
January 2025 – August 2027
CGPA: 3.7
Experience
GBC Investments Club
Executive Committee Member
- Delivered weekly market update presentations analyzing macroeconomic indicators and global market trends, improving members’ understanding of market volatility and investment implications.
- Built and maintained a weekly equity watchlist using top-down macro themes and basic valuation screening, summarizing investment thesis, catalysts, and risks in concise one-page briefs.
- Organized and coordinated networking events and alumni panels, creating exposure to careers in Wealth Management, Capital Markets, and Investment Banking.
- Facilitated structured roundtable discussions on real-time financial news, enabling members to interpret market-moving events and policy announcements.
- Coordinated site visits to financial institutions in Toronto, providing practical insights into front-office and advisory roles within high-finance environments.
The Brick
Merchandising Representative
- Resolved 10+ customer inquiries daily by diagnosing order, delivery, and product issues through internal systems, improving first-contact resolution and customer satisfaction.
- Conducted 30+ proactive follow-ups per week to ensure order completion and post-purchase satisfaction, contributing to improved customer retention and repeat business.
- Maintained accurate order documentation and inventory tracking, reducing fulfillment delays and minimizing data discrepancies across internal records.
- Identified and escalated order exceptions and inventory mismatches, tracking action items to ensure timely resolution and operational continuity.
- Produced and updated daily and weekly operational status reports (orders, issues, follow-ups), supporting management decision-making and team performance tracking.
Certifications
Foundations in Financial Modeling
Financial Modeling Institute (FMI)
The Complete Financial Analyst Course 2025
Udemy
Financial Modeling and Forecasting Financial Statements
Online Platform
Financial Markets
Yale University
Customer Service Operations
LinkedIn Learning
Projects
Aman & Priya: Investment Planning, Household Behaviour, and Financial Decision-Making
Personal Project
Investment Planning Analyst
Skills Used
- Financial Planning Analysis
- Risk Profiling
- Behavioral Finance
- Asset Allocation
- Insurance Needs Analysis (DIME)
Key Roles
- Developed an Ivey-style financial planning case assessing cash flow, budget variance, and goal-based planning for a dual-income household.
- Performed a needs analysis and risk profiling incorporating behavioural finance biases into suitability recommendations.
- Built an integrated plan including emergency fund analysis, required rate of return for a home down payment, and RESP optimization.
- Designed an asset allocation and rebalancing strategy aligned with household objectives and risk tolerance.
- Conducted a life insurance needs analysis using the DIME methodology to recommend appropriate coverage.
Decoding Leading Economic Indicators: What They Mean for Consumers?
George Brown College
Economic Research Analyst (Academic Project)
Skills Used
- Economic Research
- Consumer Behaviour
- Data Interpretation
- Analytical Writing
- Financial Decision-Making
Key Roles
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Wrote a research-based, blog-style report explaining how leading economic indicators act as early signals of economic growth or contraction.
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Analyzed key indicators including stock market performance, housing starts, commodity prices, manufacturers’ new orders, and the yield curve.
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Built an indicator-to-impact framework linking economic signals to consumer confidence, spending behaviour, and lending conditions.
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Developed a 2019–2024 trend comparison to demonstrate how indicator movements influence consumer decision-making.
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Summarized practical consumer actions such as mortgage timing, inflation preparedness, and spending adjustments during uncertainty.
Senior Personal Banker – BOPPPS Mini-Lesson
George Brown College
Financial Planning Analyst (Academic Project)
Skills Used
- Client Needs Analysis
- Consumer Behaviour
- Market Segmentation
- Financial Planning Concepts
- Presentation Design (PowerPoint)
Key Roles
- Designed and delivered a structured BOPPPS mini-lesson focused on consumer behaviour and client-facing banking strategy.
- Built a BOPPPS lesson flow (Bridge-In → Outcomes → Pre/Post Assessments → Summary) to teach financial planning concepts and client decision-making.
- Created a client segmentation and target profiling framework using demographic, psychographic, and behavioral variables to serve diverse financial needs.
- Mapped the Senior Personal Banker’s advisory role across all five consumer decision stages to improve client confidence and satisfaction.
- Applied the framework to a realistic client scenario, comparing RRSP vs TFSA and GICs vs growth assets to demonstrate advisory conversations.
