Daniel Bonder, Cfa Email & Phone Number

Montreal, Quebec, Canada

I work with Mercer Global Investments’ Delegated Solutions (OCIO) clients—including DB and DC plans, endowments and foundations—to solve their investment challenges by providing a main point of contact within the client service team. I keep our clients abreast on the state of the economy, financial markets and their fund holdings, and how those changes may affect their investment returns and goals. At the same time, I collaborate with Mercer’s investment consultants to nurture and grow client relationships and help solve clients' operational challenges.

Montreal, Quebec, Canada

Montreal, Quebec, Canada

Leading a team of financial writers and communicators, and developing impactful and insightful thought leadership touching on everything from RRSPs and estate planning to interest rates and alternative assets for retail, advisor, institutional and HNW audiences. Crafting a content strategy to increase Manulife’s online visibility and improving the digital experience on our websites. Driving sales enablement initiatives by developing effective collateral for sales leaders, including scripts, one-pagers, brochures and ad campaigns. Liaising with portfolio managers, product, marketing and sales teams to uncover sales opportunities and drive leads.

Montreal, Canada Area

Driving the Canadian division’s Thought Leadership efforts, including authoring, "ghost writing" and advising on white papers, editorials, market commentaries and webcasts.Leading the communication of market and portfolio insights, as well as day-to-day relations for clients totaling ~$25 billion AUM.

Montreal, Canada Area

Creation of content applicable to the firm's Strategic Investment Partnerships clients, including the conception, research, drafting and distribution of thought leadership, white papers, sales pieces and ad-hoc notes on the markets and our portfolios' performance.Liaise with other divisions to ensure all of the SIP division's content that is applicable to them is shared with them and their clients, while also acting as a point of contact within our group to challenge and improve their content. Respond to questions from the firm's SIP clients.

Montreal, Canada Area

Lead communication efforts surrounding la Caisse's investment activities, primarily for international private equity and debt transcations, by drafting press releases, Q&A and briefing documents, and strategic counsel concerning communications.Support CDPQ spokespeople at conferences, drafting speaking notes and presentations, with the goal of increasing CDPQ's reputation internationally.Create presentations for various investment teams in order to support their business outreach efforts.

Montreal, Canada Area

Guest lecturer for the Economics section of the CFA level I exam

Montreal, Canada Area

Advisor to public and private companies on their communication with shareholders and other stakeholders.Analyze client needs, identify solutions and carry out project work while in constant communication with clients.As primary point of contact for client accounts, seek new opportunities to provide additional services.As a financial expert, act as a liaison to other groups in need of financial information, tools and networks.Contribute to business development through research, proposal writing, presenting and developing contacts within and across divisions.

Montreal, Quebec, Canada

Montreal, Canada Area

Trade European equities on an agency-only basis on behalf of institutional clients.Provide clients with daily macroeconomic colour as well as earnings news on stock holdings.Manage client base paying $1,400,000 per year and continue to grow our commissions through outstanding client service.

Montreal, Canada Area

Monitored and hedged the firm’s foreign currency risk through OTC derivatives.Kept informed regarding market news and determine optimal time to hedge or convert the firm’s cash holdings.Traded fixed income products including corporate, provincial and sovereign bonds as well as money market instruments on an agency-only basis for institutional clients.

Montreal, Canada Area

Ensure proper settlement of all North American equities. Achieved 98% T+1 matching rate.

Bcom

Dec