Jobin Thomas, CPA, CFA, is a seasoned finance professional with extensive experience in investment analysis and financial reporting. Currently serving as a Senior Investment and Business Intelligence Analyst at the Ombudsman for Banking Services and Investments since March 2021, Jobin specializes in portfolio analysis, risk assessment, and the delivery of insightful presentations and reports. Previously, Jobin worked as a Financial Modelling Consultant at Ombura - Investt.com, focusing on valuation methodologies, and as an Equity Research Associate at CRISIL Global Research & Analytics, contributing to research publications and client inquiries in the Hong Kong banking sector. Jobin’s earlier experience includes a role as Deputy Manager of Finance at EID Parry (India) Ltd, where comprehensive financial reporting and audit processes were managed. Jobin's credentials include CPA and CFA designations, alongside a Chartered Accountant certification from The Institute of Chartered Accountants of India and a Bachelor's degree in Commerce from Mahatma Gandhi University. Notably, Jobin received a cash award for excellence in handling financial reporting for a listed entity.
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OBSI - Ombudsman for Banking Services and Investments
OBSI is Canada’s trusted independent dispute resolution service for consumers and small businesses with a complaint they can't resolve with their banking services or investment firm. As a free alternative to the legal system, we work informally and confidentially to find fair outcomes to disputes about banking and investment products and services. OBSI looks into complaints about most banking and investment matters including: mutual funds; bonds and GICs; stocks, exchange traded funds, income trusts and other securities; investment advice; unauthorized trading; fraud; debit and credit cards; mortgages; loans and credit; fees and rates; transaction errors; misrepresentation; and accounts sent to collections. Where a complaint has merit, OBSI may recommend compensation up to a maximum of $350,000. OBSI’s staff consists of qualified professionals from the financial services, law, accounting, dispute resolution and regulatory compliance fields. Current participating firms include: -Investment Industry Regulatory Organization of Canada (IIROC) member firms -Mutual Fund Dealers Association of Canada (MFDA) member firms -Mutual fund companies -Exempt market dealers -Portfolio managers -Scholarship plan dealers -Forex trading services -Domestic and foreign-owned banks -Credit unions -Federal trust and loan companies and other deposit-taking organizations