Yahia Likaimi

Analytical and detail-oriented finance professional with strong expertise in portfolio management, risk assessment, and financial modeling. Solid academic background from HEC with top-tier performance (A+), complemented by CFA Level 1 certification. Proficient in investment analysis, asset allocation, and key financial concepts such as beta, standard deviation, and portfolio rebalancing. Strong problem-solving skills and a keen interest in market trends and economic indicators.

Associate Financial and Business advisor

08/2022 - Present

CIBC

• Financial Statement Analysis
• Investment meetings in mutual funds
• Portfolio growth (Credit, Opportunities, recurring investments...)

06/2021 - 09/2021

Mcdonald's Moocco

Casablanca

• Financial Analysis: Assist in analyzing financial performance, cost structures, and revenue trends.
• Market Research: Study customer preferences, competitor strategies, and industry trends.
• Operational Efficiency: Identify areas for process optimization and cost reduction.
• Data Management: Collect, clean, and analyze data to support decision-making.
• Reporting & Dashboards: Prepare reports and dashboards for management review.
• Support for Expansion: Analyze potential new locations and market opportunities.
• Collaboration: Work with finance, marketing, and operations teams on strategic projects.
• Forecast enhancements: Accuracy increased 15% resulting in better budget alignment and reduced financial discrepancies

Chartered Financial Analyst LV1

11/2024 - 11/2024

CFA Institute

Montréal, Canada

• DCF, quantitative methods, stocks, bonds, alternative investments, options trading
• Multiples, financial statement analysis, portfolio management, ethics

2022

IFSE

Montréal, Canada

• Investment Products & Strategies, Regulatory Framework, Financial Markets & Instruments, Fund Performance & Risk Management, Investment Advisory

Bachelor in Finance

08/2018 - 05/2022

Hec montréal

Montréal, Canada

• Investments, portfolio management, M&A, Trading, risk management, financial statement analysis, ethics, valuations (DCF, Multiples), NPV
• Field: Finance