Toronto, Ontario, Canada
A driven learner with over seven years of diverse experience for one of Canada’s largest boutique asset management firms; proven ability to adapt and take on challenges with enthusiasm; a flexible, team player with a record of progressing in prior positions; a collaborator with a keen spirit of resilience and versatility. Avid golfer.
- Primary point of contact for institutional, sub-advisory and high net-worth clients - Crafted recurring quarterly commentaries reviewing past fund performance and providing a market outlook - Identify and initiate portfolio rebalancing where necessary - Manage CRM Software, Satuit Technologies - Prepare KYC documentation for annual client reviews
- Primary contact for Foyston's Sub-Advisory business, servicing the firms Separately Managed Accounts (SMA) sponsors, including; CIBC, Wood Gundy, TD Asset Management, BMO Private Investment Counsel and National Bank Wealth Management among others - Responsible for completing due-diligence questionnaires (DDQs), Requests for Information (RFIs) and Request for Proposals (RFQs) - Maintained consultant databases (eVestment Analytics, Thompson Reuters, AON) - Created SMA Fact Sheets - Scheduled quarterly and annual meetings among investment advisors across Canada
- Instructed Fixed Income desk on daily money market trades required - Reconciled daily cash movements, foreign exchange trades and a daily cash sweep - Conducted annual review of institutional and pooled fund performance, working closely with external auditors to present compliance with the CFA Institutes Global Investment Performance Standards (GIPS) - Designed key Investment Policy Guidelines (IPS) summary sheet for the firms Pooled Fund products which became a staple of the Investment Committees quarterly review - Voted proxy ballots at the direction of Portfolio Managers
Conducted research under the supervision of Dr. Rajeeva Sinha in the area of Impact Investing and Emerging Capital Markets