Benjamin Neitsch, Cfa Email & Phone Number

Vancouver, British Columbia, Canada

Kelowna, British Columbia, Canada

Toronto, Canada

• Work with Investment Counsellors and their support teams nationwide (over $40 billion CAD in AUM) to construct, implement, and monitor discretionary investment accounts for High Net Worth (HNW) and Ultra High Net Worth.
• Trade client accounts throughout the day to invest new cash, divest cash for withdrawals, rebalance accounts to model
• Implement block trades for clients as broad policy changes and asset-mix shifts occur
• Liaise daily with the Trading Desk to enhance synergies and ensure proper execution
• Prepare and/or assist with regular communications to the Investment Counsellors and other field stakeholders
• Coach Investment Counsellors to help them align portfolios with the overall BMO Private Investment Counsel strategy and tackle any compliance issues

Montreal, Canada Area

Collaborated in a team to manage over $550 million in investment portfolios for high-net-worth clients.Responsible for the entire investment management process: - Created presentation proposals for prospective clients, analyzed portfolios and client needs to determine optimal asset allocations among accounts (reduction in tax burden, increase in return vs..

Vancouver, Canada Area

Supported an Investment Counsellor with the management of a book of high-net-worth clients.Proposed security trades to rebalance portfolios according to the investment mandate, generate funds, or invest excess funds (cash management).Created client review presentations and prospective client decks.Reviewed portfolios to identify security and market risks.

Vancouver, Canada Area

Reported directly to the COO and CFO while managing company-wide accounts receivables: successfully reduced >90 days outstanding debts by more than 30% and was responsible for collecting on over $10,000 in unpaid invoices and unauthorized deductions from our largest customer; negotiated account payment terms.Assisted in payroll and accounts payable.

Montreal, Canada Area

Supported a relationship manager with all aspects related to serving our clients (account openings, transfers from other institutions, compliance processes, creative solutions for client problems).Took on a leadership role within the client care group in prioritizing tasks, providing solutions, coordinating new projects, training new employees and.

Rebalanced existing client portfolios and created new proposals.Performed research on various products and funds using a Bloomberg terminal.Prepared the necessary documentation for and facilitated new account openings.Supported the investment and relationship managers by solving daily client issues.Created tax reports.

Supported the other equity analysts on my team by conducting company research, informing my team members of company / sector-relevant news, and looking after and building onto financial models.Worked with statistical databanks (Datastream and JCF) in order to update the financial information on all the companies for which my team was responsible.Gained.

Carried out a number of banking transactions for personal and business clients, such as loan and line of credit payments, Visa applications, and the purchase of bank drafts.Solved various client concerns and gave advice on issues relating to loans, appropriate Visa cards, investments, and service fees.

Instructed first- and second-year students the fundamentals of German speech and grammar.Employed a variety of organisational and leadership skills before and during the tutorial sessions in order to effectively captivate and teach the students.

Master'S Courses, International Business

International research project in Riga, Latvia

Bachelor Of Commerce, Finance

Activities and Societies: Member of Dalhousie's Cross Country TeamGraduated second in the Commerce Program with a cumulative GPA of 4.13 /.

Cfa, Finance And Financial Management Services

CFA Charterholder