- Bio
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Hi there,
My name is Jovanpreet Mann, and I’m a third-year Finance student at the Ted Rogers School of Management, Toronto Metropolitan University, with a strong academic foundation in financial modelling, economics, and accounting principals. I currently serve as an Investment Analyst for the Ted Rogers Investment Council, where I have conducted equity research in the Financials and Healthcare sectors, pitching Affirm and Lantheus Holdings as a BUY supported by Investment Theses, Comparable Company/Industry Analysis and DCF modelling and contribute to managing a $1,000,000 long-only mock fund. Professionally, I’ve gained valuable experience at Ofori, where I led strategic pricing initiatives that reduced product costs by up to 46%, and at Honda Canada, where I developed leadership and operational efficiency managing high-volume client interactions. I’m also the President and Treasurer of the TMU Punjabi Association, where I oversee accounting and financial operations and secured record-breaking funding to support 12+ events in the past academic year. I’ve placed in several case competitions including 1st in the RSM Alteryx Masterclass and BMO-TRSM Case Competition amongst many other rankings and hold certifications in Alteryx, Bloomberg, Excel, PowerPoint, Power Platforms, Word and the Microsoft Office Suite. I’m passionate about equity research, strategic problem-solving, driving results through analytical thinking and collaboration and I continuously seek opportunities to apply my skills in a professional setting.
- Resume
- Jovanpreet Mann - Resume.pdf
- Portals
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Vancouver, British Columbia, Canada -
Toronto, Ontario, Canada
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Skills
Socials
Achievements
Latest feedback
Recent projects
Optimizing Pricing Strategies for Enhanced Product Margins
Ofori seeks to enhance its pricing strategies to maximize product margins while aligning with its long-term growth strategy in both wholesale and direct-to-consumer markets. The project involves analyzing the Cost of Goods Sold (COGS) to ensure that pricing structures are optimized for profitability. Learners will apply their knowledge of financial analysis and strategic pricing to evaluate current pricing models and propose adjustments. The project aims to provide insights into how pricing can be leveraged to support Ofori's growth objectives. By focusing on both wholesale and retail pricing, learners will gain a comprehensive understanding of market dynamics and pricing strategies. This project offers a practical application of classroom concepts in a real-world business context.
Sales Strategy Development for "Connect Before Content" Course
Belongify has developed an innovative, self-facilitated course designed for leaders to emphasize the principle of "connect before content" within their teams. This experience-based course has demonstrated significant effectiveness and impact. The challenge is to create a comprehensive sales strategy that will effectively market and sell this course to potential clients. The goal is to identify target markets, develop key messaging, and establish sales channels that resonate with organizations seeking to enhance team dynamics and leadership skills. The project will involve analyzing current market trends, understanding the competitive landscape, and crafting a strategy that highlights the unique benefits of the course. The team will work to ensure that the sales strategy aligns with Belongify's brand values and objectives.
Work experience
Financial Strategy Intern
Ofori
Toronto, Ontario, Canada
February 2025 - May 2025
• Conducted in-depth cost analysis and implemented optimized COGS structures for core products, reducing unit costs by up to 46%, enabling more competitive pricing while preserving ingredient integrity for existing and future product lines
• Performed extensive market and competitor research to assess pricing trends, customer acquisition strategies, and value propositions, informing a pricing framework that targeted a product pricing range aligning with industry leaders
• Developed strategic pricing models for both retail and wholesale channels, enabling products to consistently meet 200%+ profit margins while remaining competitive within the beauty and wellness market
• Created detailed financial reports, sensitivity analyses, and a stakeholder presentation that supported go-to-market strategies, lead magnet monetization, and scalable channel expansion, contributing to a projected 30–50% increase in gross margin potential
Investment Analyst
Ted Rogers Investment Council
Toronto, Ontario, Canada
September 2024 - Current
• Produced and presented a Stock Pitch Presentation, recommending a BUY, on Affirm Holdings, Inc. (NASDAQ: AFRM) and Lantheus Holdings, Inc. (NASDAQ: LNTH) to industry professionals alongside other analysts and portfolio manager
• Constructed an Investment Thesis on Affirm by conducting research on the company’s international expansion and competitive advantages of penetrating the UK’s Buy-Now-Pay-Later market in an emerging industry
• Constructed an Investment Thesis on Lantheus by conducting research on company M&A activity and entrance into the Alzheimer’s treatment field, also conducting comparable company analysis for LNTH within the healthcare industry
• Collaborating effectively with the executive team to manage a $1,000,000 long-only mock fund, utilizing the sectors' bi- annual stock pitches for stock selection with the goal of outperforming the S&P/TSX Composite Index
• Maintaining attention to detail, managing time well to meet deadlines for preparation and presenting stock pitches
President, Treasurer
Toronto Metropolitan University Punjabi Association
Toronto, Ontario, Canada
September 2023 - Current
• Handling all financial ventures of the club, including fundraising, budgeting, tracking expenses, financial reporting, cost analysis, financial forecasting, and auditing, all done with 100% accuracy for past 18 months
• Leading, pitching the club and submitted reports to the Student Union, acquiring in the maximum $5000 in funding which I acquired last year as well, greatest amount ever raised by the TMUPA
• Enabled club to hold over 12 events in past 2 semester and accumulated largest member participation in club history
Service Valet Dispatcher
Honda Canada (Performance Auto Group)
Brampton, Ontario, Canada
March 2023 - July 2024
• Worked directly with service managers and advisors to lead the valet team of 8+ drivers daily, handled over 30+ vehicles daily, ensured 80+ daily client transactions were completed in a proper, time-efficient manner
• Utilized business intelligence tools such as VenueVision and CDK Drive to map out customer shuttling, invoicing, customer data search, communicated with and handled 40+ clients daily
• Strategized and implemented shuttling protocols, helped the department reach maximum efficiency and exceed CSI targets every month since being hired for a total of 27 months by displaying diligent customer service
Contact Centre Specialist II
CIBC
August 2022 - October 2023
• Assisted clients with any issues and complaints related to CIBC credit cards, made sure to always surpass customer contact and satisfaction quotas weekly, maintained a 95%+ contact score, highest in the department
• Mastered multiple data software to resolve and open credit card related tasks while communicating with clients to empathize with and understand them and provide accurate and time-efficient solutions
• Collaborated with cross-functional teams to ensure delivery of exceptional service and foster long-term client loyalty, consistently maintained a 90%+ satisfaction rating