Aishwarya Jaitely | Bridging Finance and Data Analytics

Aishwarya Jaitely

Bridging Finance and Data Analytics

Based in BC, Canada

About

Financial services professional with 6+ years across RBC, CIBC, and SASCU, currently completing an accelerated MBA at Queen's Smith School of Business (2026). I bridge finance and data — bringing investment advisory experience and a Business Analytics certification together with hands-on skills in Python, SQL, Tableau, and machine learning. My work spans predictive modeling, risk assessment, and financial analysis, with a focus on translating complex data into decisions that matter. Actively pivoting into asset management and data-driven finance roles.

Skills

Projects

Nike-Sales-SQL-Code

In this project, I utilized SQL to analyze various aspects of profit margins for Nike products. The main objective was to provide insights into the profitability of different product lines, identify standout distribution centers, and evaluate the performance of specific products over time.

State-by-State-Business-Performance-Analysis-for-Nike

At Nike, business performance is reviewed state by state. In this SQL project, I analyzed customer and order data, identified unique states, corrected data issues, and calculated order completions. I also assessed total revenue, returned items, and return rates to support decision-making.

TravelTide Booking and Service Analysis

In this SQL project for the TravelTide database, I analyzed flight departure patterns during weekdays and weekends, identified users with exceptional hotel discounts, and evaluated airport service frequencies. Additionally, I ranked airports by service count to provide insights for optimizing travel

Chinook Database Analysis

In this SQL project for the Chinook database, I identified managers with at least 2 direct reports, calculated total revenue from MPEG-4 video purchases in 2024, counted distinct playlists featuring classical composers, and found customers with strictly increasing yearly spending.

Metrocar Customer Funnel Analysis

Using SQL and Tableau, I analyzed Metrocar's customer funnel to identify drop-off points, platform performance, age group efficacy, and surge pricing feasibility. Deliverables included a video presentation, Tableau dashboard, story, and documented SQL queries.

Predicting Recidivism with ML: A COMPAS Bias Analysis

Built a logistic regression model to predict two-year recidivism using the COMPAS dataset — the algorithm at the center of ProPublica's landmark bias investigation. Critically examines racial, age, and gender disparities embedded in the data and algorithm.

Experience

August 2023-Feb 2025

Broker specialist (underwriter) at SASCU - Salmon Arm, BC

Accelerated Mortgage Processing: Streamlined mortgage application processes, reducing turnaround time by 20%, ensuring quicker fund access for borrowers. Enhanced Profitable Growth: Identified and pursued profitable growth opportunities within the broker channel. Optimized Quality Control: Implemented rigorous quality control measures, achieving a 98% accuracy rate in document preparation and distribution, ensuring compliance and client satisfaction.

Aug 2019- Aug 2023

Associate Financial Advisor at CIBC

Analyzed client data to provide personalized financial advice and solutions, including mortgage options tailored to individual needs and financial goals. Conducted detailed financial assessments and risk analysis to evaluate mortgage applications and determine eligibility. Ensured strict compliance with underwriting guidelines, regulatory requirements, and internal policies. Collaborated with mortgage brokers and internal stakeholders to facilitate smooth loan origination processes and enhance operational efficiency.

May 2022 - Nov 2022

Branch Manager at CIBC

Supervised daily operations of a banking center, focusing on mortgage loan processing and documentation. Led a team of mortgage specialists, ensuring clear communication, collaboration, and compliance with service standards. Assessed creditworthiness, verified income, and reviewed property appraisal reports for informed lending decisions. Monitored loan portfolios, identified potential risks, and implemented effective risk mitigation strategies.

May 2021 to May 2022

Financial Service Representative at CIBC

Conducted data-driven mortgage interviews, analyzed applicants' financial profiles, and recommended optimal mortgage products and terms. Ensured accuracy and completeness in preparing and submitting mortgage applications. Collaborated with underwriters and mortgage specialists to streamline loan approvals and closings. Provided clients with data-supported insights on mortgage-related inquiries and ongoing support throughout the application process.

Feb 2025-Present

Financial Advisor at RBC

• Generate $1.8M average monthly GIC and mortgage renewal volume (6% above YTD benchmark) by performing financial needs analyses and risk assessments to develop data-driven credit and investment strategies • Conduct 24+ client strategy meetings weekly (17% above YTD average), delivering tailored credit, investment, and day-to-day banking solutions aligned with evolving client priorities and proactive financial planning conversations • Drive cross-selling initiatives within personal banking portfolios to deepen relationships and strengthen retention

Education

Oct 2023- May 2024

Data Analysis at Masterschool

Sept 2018 to April 2021

Baccalaureate in International Business in International Business at Thompson Rivers University

Sept 2014 to April 2017

Bachelor of Business Administration in Business Administration at Guru Nanak Dev University

Jan 2026-Jan 2027

Master of Business Administration (MBA)

12-month MBA designed for business graduates, completed while working full-time. Focuses on advanced management, strategic thinking, data-driven decision-making, and leadership. Includes a live consulting capstone project and coursework in predictive AI, managerial finance, and organizational strategy.