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Third year University student at the Alberta School of Business, University of Alberta with a major in Finance and minor in Accounting.
Program for Research and Investment Management Excellence (PRIME)
Analyst, IT, Communication Services and Utilities Sector
Assist fund managers in the active management of ~$2.3MM of TSX-listed equities for the University's Endowment Fund
Utilize investment principles and DCF models to construct valuations for Canadian equities in accordance with a GARP mandate
Collaborate closely with Co-analysts and Managers to attain fund objectives, developing adept teamwork competencies
Undertake macroeconomic research and sector-specific analysis to develop investment propositions for individual companies
Cooperated closely and strategically with research coordinators to organize, collect, and analyze data using Microsoft Excel
Formulated and expertly delivered comprehensive analytical status reports on health data using Microsoft Word, and PowerPoint
Crafted compelling designs for marketing materials to foster increased engagement among survey participants using Canva
Established step-by-step business system diagrams to optimize internal team structures utilizing project management systems
Alberta School of Business, University of Alberta
Bachelor of Commerce, Major in Finance, Minor in Accounting
Cumulative GPA: 3.6/4.0 | Business GPA: 3.7/4.0
Awards: Alberta School of Business Gold Standard Scholarship (2022), Harry W. Bass Memorial Scholarship (2022), Poelzer Family Foundation Award in Business (2022)
Relevant Coursework: Business Statistics, Business Technology Management, Finance, Financial Accounting, Marketing, Micro/Macro Economics, Operations Management, Philosophy of Mind, Knowledge, and Reality
