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.
