Education
MBA in Finance from Wilfrid Laurier University-
Scholarship - Graduate Research Assistant Award
Canadian Investment Management
Hons. Bachelors from McMaster University
Relevant Experience
| Senior Associate, Investment Reporting | Hospitals of Ontario Pension Plan |
- Daily validation of the multi-billion dollar asset mix, by ensuring trades are accurately reflected and are within policy guidelines
- Daily reporting to traders, portfolio managers and senior management
- Assisted Vice-President of Equities in revamping and improving the Quarterly Report
- Consolidated data from all departments(Fixed Income, Real Estate, Private Equity etc.) for Chief Investment Officer and presentation to the Board of Directors
- Verified Non-North American holdings and performance with external portfolio managers
- Daily compliance check of securities-lending amounts
- Ensured asset mix properly reflects new portfolios and/or changes in asset class weightings
- Analyzed the data feeds that are automatically downloaded to ensure data integrity and accuracy
- Maintained the daily performance data currently shown in the internal Intranet system
- Analyzed performance reports for distribution to portfolio managers on a daily, weekly, monthly or quarterly basis as required
- Maintained proper documentation of performance measurement database system. Ensured that appropriate processes are in place to ensure integrity and to safeguard historical data against loss
| Portfolio Analytics | TD Waterhouse |
- Project implementation of FMC Sylvan - A new daily performance reporting system
- Advised TD Waterhouse on corrections/disclosures required on high net worth client statements through daily conference calls
- Assisted in building/maintaining/enhancing spreadsheets and performance databases
- Developed validation tools in Microsoft Visual Basic
- Investigated and resolved performance discrepancies using Excel and VBA
- Verified results, ensuring that cross-portfolio asset transfers, non-market value transactions and security prices have been appropriately reflected
- Reconciled and produced performance reports, including the preparation of performance data, reconciliation of securities and cash positions
- Ensured all staff fully trained on Sylvan/MPower/Mvest and creation of Procedures Documents
- Assisted Portfolio Managers, Custodians, and Consultants through meetings and correspondence to resolve performance issues
- Applied knowledge of investment markets and benchmarks to the analysis of investment results
| Principal | State Street Global Advisors |
- Produced performance and attribution at total, sector, country and security levels
- Gathered data, analyzed results and communicated investment performance to internal and external clients
- Answered questions from other performance analysts, operations associates, portfolio managers and other users regarding the details of performance-calculation process and auditing procedures
- Created and modified procedures to protect and improve the performance reporting process
- Trained and educated others on performance measurement theory and methodology, as well as the performance measurement process internally
- Team Leader responsible for managing projects effectively to completion with minimal manager oversight
| Performance Measurement Analyst | CIBCMellon(Russell) |
- Reconciled performance data and generated standard/customized reports on a monthly and quarterly basis and ensured on-time delivery to clients
- Communicated with Trust Officers and administrative staff to ensure accuracy of calculated rates of return
- Maintained direct contact with Investment Managers on a regular basis to verify accuracy of returns
- Serviced institutional clients by helping them understand and interpret performance measurement reports via visits/workshops with Relationship Manager as required
- Aided and assisted Senior Consultant ; Presentations as required
- Provided accurate monthly and annual accounting reports based on pre-described client requirements
- Resolved discrepancies resulting from Trust Accounting transactions
- Communicated discrepancies to other groups (i.e. Cash Team/Corporate Actions) as needed
- Maintained effective working relationships with Trust clients
- Interacted and exchanged information with internal departments and various external contacts including Investment Advisors
- Implemented procedural improvements and system enhancements to current administrative functions
- Trained newly hired employees and former Canada Trust/National Trust staff
- Filed and maintained source documentation and other pertinent account information
- Performed client cash functions as required
Core Strengths
- Exceptional aptitude for mathematics and financial analytics
- Attention to detail and strong work ethic
- Takes initiative and can balance multiple tasks
- Demonstrated strong written and oral communications skills
Personal
- Affiliate Member - Chartered Financial Analysts Institute
- Member - Toronto Society of Financial Analysts
- Member and past Vice President - Meadowvale West Tennis Club
- Reunion Organizer - Meadowvale High School
Transcript
- Exceptional aptitude for mathematics and financial analytics
- Attention to detail and strong work ethic
- Takes initiative and can balance multiple tasks
- Demonstrated strong written and oral communications skills
- Affiliate Member - Chartered Financial Analysts Institute
- Member - Toronto Society of Financial Analysts
- Member and past Vice President - Meadowvale West Tennis Club
- Reunion Organizer - Meadowvale High School
Profile:
Resume: