Financial Analyst, CFA II
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Detail oriented finance graduate and CFA level II with a passion for analytics and financial markets. Through my lifelong learning and experience, I look to provide value through combining my business skills and specialized analytical support for a cross-section of industries, organizations, and clientele. Specializes in asset allocation, financial modelling, equity research, technical analysis, and digital assets.
Wizard Screens 2017 – 2019
CFA Institute, Chartered Financial Analyst Program 2019 – Present
Western University, Bachelor of Business Management (BMOS), Specialization in Finance, 3.6 GPA 2015 – 2019
Ridley College, HS Diploma, Ridley Diploma, Honors Student, 4.0 GPA 2012 – 2014
Skills Acquired: GAAP and IFRS financial statement analysis, risk modelling (VaR, sensitivity, Monte Carlo simulations), ethics, asset allocation, investment management (NPV, IRR, expansion and replacement projects), equity and fixed income valuation (DCF, FCF, and residual income models, credit analysis), quantitative analysis (regression and machine learning), micro and macro-economic forecasting (inflation effects, labour and capital deepening, regulation), currency analysis (carry trades, forwards, parity conditions), derivatives (options/futures), alternative investments (private equity, real estate, and commodity valuation), Bloomberg terminal