Colt Chase, Cfa
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Colt Chase, Cfa Email & Phone Number

Associate Portfolio Manager - Private Equity and Credit at HRM Pension Plan
Location: New Brunswick, Canada 6 work roles 2 schools
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Current company
HRM Pension Plan
Role
Associate Portfolio Manager - Private Equity and Credit
Location
New Brunswick, Canada
Company size
17 employees

Who is Colt Chase, Cfa? Overview

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Quick answer

Colt Chase, Cfa is listed as Associate Portfolio Manager - Private Equity and Credit at HRM Pension Plan, a with 17 employees, based in New Brunswick, Canada. AeroLeads shows a matched LinkedIn profile for Colt Chase, Cfa.

Colt Chase, Cfa previously worked as Associate Portfolio Manager - Private Equity & Credit at Hrm Pension Plan and Senior Financial Analyst at Biorender. Colt Chase, Cfa holds Bachelor Of Business Administration (B.B.A.), Accounting And Finance from University Of New Brunswick.

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Email format at HRM Pension Plan

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HRM Pension Plan

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Profile bio

About Colt Chase, Cfa

My interests include private equity, venture capitalism, investment banking, quantitative finance, and data science and analytics. I have real-world experience in business process automation and improvement and can leverage my programming abilities to create noticeable time and cost savings. I am highly proficient in all Microsoft Office software and the following programming languages: R, SQL, VBA for Excel and Access, and Java.

Listed skills include Corporate Finance, Microsoft Office, Business Statistics, Public Speaking, and 32 others.

Current workplace

Colt Chase, Cfa's current company

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HRM Pension Plan
Hrm Pension Plan
Associate Portfolio Manager - Private Equity and Credit
New Brunswick, Canada
Website
hrmpensionplan.ca
Employees
17
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6 roles

Colt Chase, Cfa work experience

A career timeline built from the work history available for this profile.

Associate Portfolio Manager - Private Equity And Credit

Hrm Pension Plan

New Brunswick, Canada

Associate Portfolio Manager - Private Equity & Credit

Current
Hrm Pension Plan

Halifax, Nova Scotia, Canada

Aug 2024 - Present

Senior Financial Analyst

Biorender

Remote

• Own the creation of the annual plan, quarterly forecasts and long-range planning process for BioRender’s self-serve business• Assist with investor and internal reporting packages including calculation of various SaaS metrics and benchmarking• Manage BioRender’s self-serve P&L results versus plan, forecast and year ago to provide analysis, insights and commentary to drive business decisions• Provide support for high impact projects such as expansion into a market, build vs. buy decisions or fundraising• Analyze self-service customer profitability, prepare margin analysis reports, and develop and present information to the management team

Aug 2022 - Jun 2024

Investment Analyst - Private Markets

Vestcor

Fredericton, New Brunswick

• Assisted in the due diligence process for new private market investment opportunities• Performed market and sector assessments through the gathering of data and research• Directly involved with the selection, execution, and monitoring of long-term private market investments (including private equity, real estate, and infrastructure)• Developed a proprietary investment management database that helps automate quarterly reporting processes (time savings of more than two weeks each quarter)

Dec 2018 - Aug 2022

Investment Associate - Private Markets

Vestcor

Fredericton

Aug 2017 - Dec 2018

Research And Statistics Assistant

Government Of New Brunswick

• Developed time-saving processes for a critical aspect of daily operations• Authored a professional management report that was presented to the Deputy Ministers of PETL• Planned regional and provincial consultation sessions and created concise findings summaries

May 2016 - Sep 2016
Team & coworkers

Colleagues at HRM Pension Plan

Other employees you can reach at hrmpensionplan.ca. View company contacts for 17 employees →

BP Bailey Penney Penney Bailey Penney Penney Colleague at Hrm Pension PlanHalifax, Nova Scotia, Canada View → MP Melanie Parker, Mtms Melanie Parker, Mtms Colleague at Hrm Pension PlanHopewell, Nova Scotia, Canada View → VM Vishnu Mohanan Vishnu Mohanan Colleague at Hrm Pension PlanToronto, Ontario, Canada View → AG Alexandra Gouthro Alexandra Gouthro Colleague at Hrm Pension PlanHalifax, Nova Scotia, Canada View → MT Marisa Tobin, Cebs Marisa Tobin, Cebs Colleague at Hrm Pension PlanHalifax, Nova Scotia, Canada View → DE Darin Eddy, Cfa Darin Eddy, Cfa Colleague at Hrm Pension PlanHalifax, Nova Scotia, Canada View → YZ Yi Zheng, Cfa, Cpa, Caia Yi Zheng, Cfa, Cpa, Caia Colleague at Hrm Pension PlanHalifax, Nova Scotia, Canada View → LT Lisa Tanner Lisa Tanner Colleague at Hrm Pension PlanGreater Halifax Metropolitan Area, Canada View → ML Matt Leonard, Cpa, Ca Matt Leonard, Cpa, Ca Colleague at Hrm Pension PlanHalifax, Nova Scotia, Canada View → S( Shufang (Kelly) Wang, Cpa Shufang (Kelly) Wang, Cpa Colleague at Hrm Pension PlanCanada View →
2 education records

Colt Chase, Cfa education

Bachelor Of Business Administration (B.B.A.), Accounting And Finance

University Of New Brunswick

• GPA of 4.0 in Accounting and Finance Designated Courses • Dean’s list 2014 – 2017, awarded to students with an overall GPA above 3.7 •.

Highschool Diploma, Graduated With Honours

Bernice Macnaughton High School
FAQ

Frequently asked questions about Colt Chase, Cfa

Quick answers generated from the profile data available on this page.

What company does Colt Chase, Cfa work for?

Colt Chase, Cfa works for HRM Pension Plan.

What is Colt Chase, Cfa's role at HRM Pension Plan?

Colt Chase, Cfa is listed as Associate Portfolio Manager - Private Equity and Credit at HRM Pension Plan.

Where is Colt Chase, Cfa based?

Colt Chase, Cfa is based in New Brunswick, Canada while working with HRM Pension Plan.

What companies has Colt Chase, Cfa worked for?

Colt Chase, Cfa has worked for Hrm Pension Plan, Biorender, Vestcor, and Government Of New Brunswick.

Who are Colt Chase, Cfa's colleagues at HRM Pension Plan?

Colt Chase, Cfa's colleagues at HRM Pension Plan include Bailey Penney Penney, Melanie Parker, Mtms, Vishnu Mohanan, Alexandra Gouthro, and Marisa Tobin, Cebs.

How can I contact Colt Chase, Cfa?

You can use AeroLeads to view verified contact signals for Colt Chase, Cfa at HRM Pension Plan, including work email, phone, and LinkedIn data when available.

What schools did Colt Chase, Cfa attend?

Colt Chase, Cfa holds Bachelor Of Business Administration (B.B.A.), Accounting And Finance from University Of New Brunswick.

What skills is Colt Chase, Cfa known for?

Colt Chase, Cfa is listed with skills including Corporate Finance, Microsoft Office, Business Statistics, Public Speaking, Financial Accounting, Leadership, Managerial Finance, and Strategic Planning.

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