Amy Alfred

Amy Alfred Email and Phone Number

Aspiring Investment Professional | CFA Level 1 Candidate | Focused on Capital Markets, Entrepreneurship and Tech @ Guelph Consulting Group
Amy Alfred's Location
Guelph, Ontario, Canada, Canada
About Amy Alfred

Hello there! 👋🏽Who Am I?I am a Math major focused on learning, understanding, and building knowledge, skills, and experience in Capital Markets.Current FocusI am transitioning from an actuarial focus to the dynamic world of capital markets and quantitative finance. This shift is driven by my interest in understanding the economy, market dynamics and leveraging quantitative analysis to make informed investment decisions.Future GoalsMy goal is to develop into a coachable and communicative professional with robust quantitative skills. I am eager to contribute to the success of innovative investment strategies in any team I join!

Amy Alfred's Current Company Details
Guelph Consulting Group

Guelph Consulting Group

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Aspiring Investment Professional | CFA Level 1 Candidate | Focused on Capital Markets, Entrepreneurship and Tech
Amy Alfred Work Experience Details
  • Guelph Consulting Group
    Consultant
    Guelph Consulting Group Sep 2023 - Present
    Guelph, Ontario, Canada
    •Cultivate strong communication skills through regular interactions with clients, translating complex technical information into understandable insights• Create comprehensive reports providing targeted recommendations based on various analyses such as 3Cs, SWOT,4Ps etc• Contribute and work along with team creating a tailored solutions for the client relying on research, data and strategy
  • Manulife
    Actuarial Intern
    Manulife May 2024 - Aug 2024
    Waterloo, Ontario, Canada
  • Enactus Guelph
    Project Lead
    Enactus Guelph Sep 2023 - May 2024
    Guelph, Ontario, Canada
    •Establish and maintain partnerships with key stakeholders, including businesses, community organizations, and university departments, to support project objectives and ensure alignment with sustainability principles• Implement performance metrics and key performance indicators (KPIs) to track and assess project outcomes,enabling data-driven decisions and demonstrating the tangible impact of sustainable business initiatives• Formulate and execute sustainable business strategies, conducting in-depth market research and identifyingopportunities for growth and sustainability in alignment with group objectives• Onboard and lead a dynamic team in developing and implementing business plan, overseeing project timelines,tasks and resource allocations
  • Guelph Student Investment Council
    Participating Analyst
    Guelph Student Investment Council Jan 2023 - Dec 2023
    Guelph, Ontario, Canada
    Investigate potential stocks and other securities, under the guidance of Sector Analysis and Portfolio Manager• Enhance knowledge of investments and related research, along with further development of stock pitching skills• Responsible for choosing, researching, and presenting stocks that the council should consider investing in• Experience using top-of-the-line equity research software like Bloomberg to build effective financial valuation models
  • University Of Guelph
    Student Desk Clerk
    University Of Guelph Aug 2021 - Apr 2023
    Guelph, Ontario, Canada
    Provided assistance to students living in residence, as their first point of contact. Remained professional yet warm and friendly through out interactions and ensured that student requests were answer and their needs met.
  • University Of Guelph Central Student Association
    Front Office Assistant
    University Of Guelph Central Student Association Oct 2022 - Jan 2023
    Guelph, Ontario, Canada
    Actively responded to telephone and email inquiries• Ensured room bookings reservations were logged into calendar and clubs were notified of confirmed reservation and instructions• Maintained communication with office manager about office activities and current supplies• Held the responsibility for all cash handling occurring in the office
  • University Of Guelph
    International Student Undergraduate Research Assistant (Isura)
    University Of Guelph May 2022 - Aug 2022
    Guelph, Ontario, Canada
    Worked along with the educational developers of the department on multiple projects to improve learning• Updated websites with new publications and resources and ensured that updates made were AODA compliant• Wrote to publish plain language summaries based on peer reviewed SoTL journal articles• Used Qualtrics and Canva to create documents and forms to publish and collect information
  • Igem Guelph
    Director Of Business
    Igem Guelph Feb 2022 - Aug 2022
    Guelph, Ontario, Canada
    Conducted research on available grants and funding for the project• Assessed the work of the previous team and developed new plans and structures to improve the team for new year and for future years• Planned weekly meetings with members to ensure teams were working on their tasks• Attended weekly meetings with other directors to provide updates and be updated on the progress of all the other teams
  • Gateway Co-Operative Credit Union
    Credit Committee Secretary
    Gateway Co-Operative Credit Union Jun 2020 - Jan 2021
    St. George'S, Saint George, Grenada
    Assessed loans to determine their risk and decide if the Credit Union was willing to take that risk.• Reviewed loan and union policies to ensure that I remained knowledgeable about the policies and its effects• Wrote monthly reports on the loan applications received to ensure proper documentation and annual general meetings• Recorded the minutes of Credit Committee meetings to ensure all that occurred were properly documented
  • Body Image Gym
    Front Desk Receptionist
    Body Image Gym Aug 2020 - Dec 2020
    St. George’S, Grenada
    Responsible for providing information to customers about services, filing and recording clients information and payments, and ensuring that clients feel welcomed and well informed.
  • Streamline Networks, Inc.
    Office Administrator
    Streamline Networks, Inc. Oct 2019 - Dec 2019
    St. George'S, Saint George, Grenada
    Using Quickbooks maintained and updated the accounts and inventory of the company• Built and maintained on going relationships with customers to meet all needs and queries• Connected customers with technicians to ensure their issues were resolved as soon as possible• Reported and consulted with manager about clients, requests, and finances

Amy Alfred Education Details

Frequently Asked Questions about Amy Alfred

What company does Amy Alfred work for?

Amy Alfred works for Guelph Consulting Group

What is Amy Alfred's role at the current company?

Amy Alfred's current role is Aspiring Investment Professional | CFA Level 1 Candidate | Focused on Capital Markets, Entrepreneurship and Tech.

What schools did Amy Alfred attend?

Amy Alfred attended University Of Guelph, T.a. Marryshow Community College.

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