Led our team’s supply/demand forecasting and analysis of Western Canadian crude, condensate, gas, and power markets.

Conducted fundamental analysis of Canadian oil & gas companies, leading to actionable buy/sell recommendations for asset managers.Managed a team of six research professionals by setting the strategic direction for our research efforts and mentoring our junior staff.Authored several large thematic reports covering a diverse range of topics, including Canadian crude differentials, the AECO gas market, Canadian LNG, decline rates, and free cash flow.

Conducted equity valuation work and formulated investment theses on equities in the Canadian oil & gas sector.Communicated investment ideas to our institutional clients and to our sales & trading staff.Created complex financial and NAV models from scratch for each company under coverage.

Performed all currency trades for the company, including spot trades, forwards, and swaps.Performed fixed income portfolio rebalancing to maintain duration, term bucket, and credit limits.Conducted research on optimal hedging decisions from the point of view of a Canadian investor.