Past Experiences
Venture Capital Intern
Business Development Bank of Canada (BDC), Toronto, Ontario
Jan 2022 - Present
- Conducting high quality detailed research and due diligence for potential investment acquisitions and compiling information into concise presentation/reports for partners, associates, and analysts in a fast-paced environment
- Analyzing and building comprehensive financial models to value potential investments for the $500 million dollar Women in Technology Fund by utilizing strong financial acumen and advanced excel capabilities
- Assisting executive team in advising Thrive Fund Portfolio companies on strategy and board governance
Investment Analyst
Independent Accountants’ Investment Counsel Inc, Waterloo, Ontario
Sept 2021 - Dec 2021
- Analyzed and performed detailed research on 100+ core pick companies and sectors through reviewing financial statements and market data to present to the Portfolio Management Team on a semi-weekly basis
- Assisted with preparation of investment portfolios and reporting using various software such as Ndex, FactSet, and Excel for their 3,500+ clientsfor regular reviewsand rebalancing by Portfolio Managers
- Performed detailed research, due diligence, and analysis on ESG related issues using Sustainalytics for portfolio companies to ensure core pick companies were aligning with the fund’s ESG criteria
Accounting Student
Ward & Uptigrove, Listowel, Ontario
Jan 2021 - Apr 2021
- Prepared 200+ personal tax returns using Dt Max and Excel by utilizing strong analytical skills, strategic tax planning, and paying close attention to detail to provide documentation for CRA post assessments
- Prepped several documents and reports such as T4/T5 slips and summaries using various software such as CaseWare, AvanTax, Excel, and SalesLogix for a variety of clientele
- Communicated professionally with clients and partners through email and phone to perform necessary follow up and research in regard to tax documents using excellent verbal and written communication skills
