As a recent graduate with a Bachelor of Commerce in Finance from the University of Alberta, I have developed a strong foundation in financial analysis and capital markets, focusing on international opportunities. My finance journey began before university, and through roles in equity research, financial advising, and client relationship management, I’ve gained hands-on experience in domestic and global markets. As an Equity Analyst at Qube Investment Management, I provided international equity coverage across multiple sectors, developing financial models and contributing to the strategic management of Qube’s $300 million Kaleo Fund.I have recently been on a post-grad vacation in Australia. As this wraps up I am seeking opportunities in Capital Markets. As a CFA Level 2 candidate, I am committed to continuous learning and excited to bring a global perspective to complex financial challenges. I aim to contribute to forward-thinking organizations that value innovation and strategic insight. I am immediately available to work in the UK or Canda.Outside my professional aspirations, I enjoy travelling, practicing Brazilian Jiu-Jitsu, and exploring new cuisines. I’d love to connect and meet new people, so feel free to reach out for a coffee or a chat anytime.
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Equity AnalystQube Investment Management Inc. Jan 2022 - Jan 2024• Conducted in-depth equity research and analysis for Qube’s $300 Kaleo portfolios, leading to strategic investment decisions.• Developed and maintained comprehensive financial models (FCFF, FCFE, DDM, RI) IN Excel and Bloomberg.• Provided International equity coverage across multiple sectors, identifying high-growth opportunities and contributing to a diversified and balanced portfolio strategy.• Rebalanced client portfolios to align with target asset allocation, optimizing risk management.• Trained and mentored junior analysts on valuation methodologies, investment narrations, technical skills, and more.• Wrote and contributed to semi-annual Qube commentary. -
Financial AdvisorTd Apr 2021 - May 2022Facilitated mortgage financing and provided tailored financial advice on investments through mutual funds, financial plans, investment strategies to help clients achieve their goals. -
Agency ManagerAtb Financial Jul 2019 - Feb 2021Capilano - Edmonton, Canada AreaResponsible for managing and growing an ATB Agency. Duties included analyzing credit reports, lending of credit products, hiring team members, training team members, building customer relationships, introducing profitability, and much more. Responsible for adding 378 sales units, translating into $5.6m of new business. -
Junior Digital Marketing SpecialistTop Draw Inc. Mar 2019 - Jul 2019Edmonton, Canada AreaApart of Digital Marketing projects for Bubbles Car wash, Excel Homes, Jiffy Lube, Edmonton International Airport and more. Created and ran various Social Media & Google advertising campaigns resulting in positive ROI's for the client. Also worked on website SEO, development and UX optimization by utilizing A/B testing and data analysis. -
Sales AssociateCrosstown Motors Jan 2018 - May 2018Edmonton, Canada Area
Daniel Bailey Skills
Daniel Bailey Education Details
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Accounting And Finance -
Canadian Securities InstituteCanadian Securities Course -
Real Estate Council Of AlbertaMortgage Associate License -
Archbishop O'LearyHigh School Diploma & Ap Scholar
Frequently Asked Questions about Daniel Bailey
What is Daniel Bailey's role at the current company?
Daniel Bailey's current role is Recent Finance Graduate, CFA L2 Candidate.
What schools did Daniel Bailey attend?
Daniel Bailey attended Alberta School Of Business, University Of Alberta, Canadian Securities Institute, Real Estate Council Of Alberta, Archbishop O'leary.
What skills is Daniel Bailey known for?
Daniel Bailey has skills like Facebook, Online Advertising, Direct Marketing, Digital Media, Direct Response Marketing, Public Relations, Social Media, Marketing, Digital Marketing, Advertising, Online Marketing, Social Media Marketing.
Not the Daniel Bailey you were looking for?
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Daniel Bailey
Greater Brisbane Area -
3sandstone.com.au, anz.com, anz.com
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Daniel Bailey
Australia -
2tafeqld.edu.au, des.qld.gov.au
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