Alexis Bouchard

Director, Strategy and Economy at HABO | STRATEGIC STUDIO (2019 – Present)

• Manage mandates and portions of mandates in financial analysis and modelling, and in strategic product/service positioning. Gérer la fonction Finance et Économie (3 analystes).
• Management of the Finance and Economics Department (3 analysts).

Financial Analyst - Strategic Performance and Special Projects Management at BELAIRDIRECT (2017 – 2019)

• Model various company activities in order to evaluate project gains or costs (postage, compensation, etc.).
• Present realistic financial impact scenarios to senior management to inform their project decisions.
• Automate the bank reconciliation process using VBA, resulting in personal savings of almost 67%.
• Monitor the company's operational and financial results in order to understand its strategic orientations.

Legislative Assistant - Office of Nathanial Erskine-Smith, M.P. for Beaches - East York at HOUSE OF COMMONS (2016 – 2017)

• Study upcoming bills, prepare notes for committees and follow political developments.
• Research and write responses to numerous e-mails, letters and calls from citizens.
• Manage the Ottawa office in the MP's absence. Manage volunteers and interns.

Associate - Fixed Income Emerging Markets at ONTARIO TEACHERS' PENSION PLAN (2013 – 2016)

• Assume responsibility for Excel reports (including VBA) specific to the Office and ensure they are delivered on time.
• Present investment recommendations on corporate debt from emerging countries.
• Participate in multi-departmental IT projects and use influence to achieve desired results.

Associate, Portfolio Construction Group at ONTARIO TEACHERS' PENSION PLAN (2013 – 2016)

• Work on the medium-term asset mix of the fund with the newly created Portfolio Construction Group, which involved:
• Organizing and running meetings to gather ideas and opinions from subject-matter experts.
• Reviewing the collected information and prioritizing which to report to my direct manager.
• Writing recommendations for senior management or the Board and preparing related presentations.

Summer Analyst - Fixed Income Credit Group at ONTARIO TEACHERS' PENSION PLAN (2012 – 2012)

• Monitor risks and report profits and losses for a convertible bonds portfolio, gaining exposure to multiple asset classes.
• Use C#, coded a Monte Carlo simulation to assess the risk of a portfolio of credit indices and tranches.
• Assist in the screening and valuation of possible new investments in convertible bonds.
• Research and/or back test new corporate bond investment strategies.
• Prepare, automate and update many different reports using Bloomberg, Excel, SQL and VBA.

Claims Data Analyst at INTACT FINANCIAL CORPORATION (2012 – 2012)

• Utilize VBA to create or improve key performance indicators reports.
• Accelerate data entry and report creation of litigation claims log using VBA.
• Improve and update different Excel reports throughout the Claims Department.
• Utilize Business Objects to extract specific data often quickly needed in a reporting format.

CFA – CFA Institute (2012 – 2014)

Master of Financial Economics in Economics & Rotman School of Management – University of Toronto (2011 – 2012)

Bachelor of Economics & Mathematics in Economics & Mathematics – Université de Montréal (2008 – 2011)