Daniel Kirshner, Cfa Email & Phone Number

Ottawa, Ontario, Canada

Direct and fund investments in venture capital and mid-market private equity across various sectors.

Ottawa, Ontario, Canada

Responsible for underwriting syndicated loans for mid-market and large corporates in the Oil & Gas and Diversified sectors. Deal sizes are typically between $20M and $200M. Managed a portfolio of assets with over $500M in exposure.

Ottawa, Canada Area

Assisted in underwriting of syndicated loans between $20-$200M.

Ottawa, ON, Canada

Gatineau, QC, Canada

I developed project requirements, processes, checklists, timelines, and a financial evaluation model for a multi-million dollar project to modernize Election Canada’s human capital, material management and financial management systems. I also created a complex process relationships map and a 17-page testing plan as part of a pilot project to create a.

Montreal, QC, Canada

I evaluated the business and financial risk of real estate, private equity, and private debt investments (exceeding $500M) to assign meaningful credit ratings to them. I performed fundamental analysis and cash flow projections (including sensitivity analysis) using S&P Capital IQ, Bloomberg and client-provided documents. I helped manage the desired risk.

Ottawa, ON, Canada

I performed statistical analysis and technical/economic research in the fields of Aerospace, Defense and Marine for the purpose of aiding senior management decision-making in government procurement and intervention in these industries. Most notably, I helped lead the State of Aerospace Trade file.

Ottawa, ON, Canada

I was responsible for undertaking the data analysis of the acquisition card audit file. Using advice from colleagues, I conducted a series of tests and manipulated the data in a variety of ways which allowed me to identify some key trends and anomalies. I compiled the findings into a 20-page report and 30-slide PowerPoint deck which I then formally.

Ottawa, ON, Canada

Assisting the implementation of a series of workshops for at-risk youth. This project aims to create Future Leaders in Youth through education about employment, entrepreneurship, and leadership.

Gatineau, QC, Canada

I got promoted from a Financial Clerk. In this additional role, I developed a verification system (a series of checklists) for financial documents at the Major Crown Projects Sector. I ensured that other employees were properly filling out invoices and contracts. Large errors (such as those that infringe on signature policies or contain wrong figures).

Gatineau, QC, Canada

I learned to pay invoices; track employee salaries; create budget, expense, and contract reports; as well as perform a variety of financial tasks on Excel and SAP software.

Bachelor'S Degree, Finance, 9.1 / 10.0

Activities and Societies: Telfer Finance Society; Telfer Marketing Association; Enactus uOttawa; Jeux de Commerce; Beta Gamma Sigma Honour.

Petroleum Industry Overview, Oil & Gas