• Oversee the Canada Mortgage Bond securitization program including but not limited to MBS Issuance & sale, CMB program reinvestments, reporting, and hedging decisions.• Prepare comprehensive investment memos and presentations that effectively communicate capital market insights, investment thesis, and well-supported recommendations to senior leadership teams.• Analyze macroeconomic trends and initiate investment strategies involving Fixed Income, Equity and Derivative trades.• Responsible for initiating trades to ensure liquidity ratios are above regulatory threshold. • Actively involved in creating Strategic/Tactical asset allocation for the portfolio.• Explore relative value opportunities and rebalance the portfolio to optimize returns.• Collaborate with Traders and Asset Liability Management teams to raise cash for corporate actions.• Take corrective action to resolve duration mismatch of Asset/Liability positions.• Mentor Portfolio Management analysts to develop internal talent.

• Analyzed the credit impact on Private Fixed Income, Public Fixed Income, Mortgage, and Real Estate portfolios.• Collaborated with the ALM team in analyzing variance of actual credit loss against the actuarial best estimate.• Led the initiative to build a forecasting model using Essbase and Tableau to project future earnings on surplus.• Revolutionized the quarterly Earnings on Surplus reporting by leveraging Tableau Analytics and Dashboards.

• Analyzed Equity swaps, Bilateral/Cleared Interest Rate Swaps, Cross Currency Swaps, Credit Defaults Swaps, Listed Options, Futures and FX spots/forwards.• Reduced 180 hours per year of operational time by automating the variation margin process for Futures and Cleared Swaps using VBA programming.• Utilized Bloomberg platform to research Options and Futures.

• Created a macro to reconcile and settle margin calls for the Variation Margin and Initial Margin process• Assisted with the on boarding of new clients and products• Prepared several presentations to explain technical derivative concepts to Business Development Managers• Helped in creating new business opportunities and in developing long term relationships with clients• Used Oracle SQL and MS Access to draft reports highlighting portfolio discrepancies• Ensured all Futures and OTC trades were allocated correctly within a stipulated time

• Used VBA programming to automate the process of organizing and consolidating data from multiple sources to prepare reports on member recruitment and retention strategies• Created a Forecast model to review and compare actual financial performance against projections and helped identify factors affecting profitability• Identified profit-driving initiatives within the company that led to improvements in financial and operational efficiencies