Alex Graham Email & Phone Number

Toronto, Ontario

Toronto

Toronto, Canada Area

Toronto

Report to the Mutual Funds Manager & Sector Manager for CPMC. Work independently and carry out a variety of complex administrative financial activities according to the policies, standards and procedures in effect. Respond appropriately to requests from Customers or Portfolio Managers and provide a professional and courteous service to our clients. Provide clear explanations about account opening or restrictions to PMs and IBs and answer any questions or concerns they may have when initiating… Show more Report to the Mutual Funds Manager & Sector Manager for CPMC. Work independently and carry out a variety of complex administrative financial activities according to the policies, standards and procedures in effect. Respond appropriately to requests from Customers or Portfolio Managers and provide a professional and courteous service to our clients. Provide clear explanations about account opening or restrictions to PMs and IBs and answer any questions or concerns they may have when initiating accounts with NBCN. Provide them with updates on various issues with their business processes. Maintain analyses during account opening or clearing to ensure the accuracy of data throughout processes and assess deficiencies. Perform reconciliation on books for settlements.Selected Achievements:• Successfully supported NBF Mutual Funds through one of the biggest financial acquisition in Canadian history.• Completed Yellow Belt certification. A “Lean Six Sigma” methodology course used to improve business processes by utilizing statistical analysis rather than guesswork.• Gained experience in a fast paced work environment. Improved upon advanced excel skills and various financial database software. Show less

Ottawa

Responsible for the supervision of data collection pertaining to various intersections throughout the city of Ottawa. Accountable for the analytics and quality of the data collected by the surveyors. Organized summer schedule for employees and managed pay-roll for summer students. Made a substantial contribution for the project “Bike Box”.Selected Achievements:• Constructed surveys pertaining to traffic safety within the City of Ottawa. • Analyzed and Assessed collected data… Show more Responsible for the supervision of data collection pertaining to various intersections throughout the city of Ottawa. Accountable for the analytics and quality of the data collected by the surveyors. Organized summer schedule for employees and managed pay-roll for summer students. Made a substantial contribution for the project “Bike Box”.Selected Achievements:• Constructed surveys pertaining to traffic safety within the City of Ottawa. • Analyzed and Assessed collected data via spreadsheet using v look-ups, pivot tables and macros.• Secured and managed all aspects pertaining to the student summer counting program within traffic operations. Show less

Wolfville

Reported to Senior Counselor. Supported a team evaluating and assessing the over all economic performance of Nova Scotia’s small businesses. Spent time in rural communities developing relationships and creating focus groups where small business owners could express concerns and we could offer advice, and grant writing help. Developed reports and analyzed data in spreadsheets pertaining to information found during organized focus groups and distributed surveys.Selected… Show more Reported to Senior Counselor. Supported a team evaluating and assessing the over all economic performance of Nova Scotia’s small businesses. Spent time in rural communities developing relationships and creating focus groups where small business owners could express concerns and we could offer advice, and grant writing help. Developed reports and analyzed data in spreadsheets pertaining to information found during organized focus groups and distributed surveys.Selected Achievements:• Advanced a business plan for a product that was available on the companies website• Evaluated small business statements and made suggestions for them based on quantitative and qualitative tendencies.• Conducted focus groups amongst small business owners. Show less

Wolfville

Roles: Reported to the Professor of Business Strategy. Transcribed recorded interviews of top international executives into typed format. Aided team members in the creation of the platform, content and client relationships. Edited other transcriptions and uploaded/maintained videos of the series’ website. Performed all task self-driven and recorded individual hours for completion of tasks.Selected Achievements:• Participated in the development of a revolutionary case study… Show more Roles: Reported to the Professor of Business Strategy. Transcribed recorded interviews of top international executives into typed format. Aided team members in the creation of the platform, content and client relationships. Edited other transcriptions and uploaded/maintained videos of the series’ website. Performed all task self-driven and recorded individual hours for completion of tasks.Selected Achievements:• Participated in the development of a revolutionary case study analysis tool, and learned much from a good deal of exposure of advice from top business leaders.• Gained knowledge of business strategy by working directly with professionals who specialize in small and large business approaches. Show less

Bachelor Of Business Administration (B.B.A.), Finance, 3.4

Bachelor'S Degree, Community Development, 3.4