Active Investment Management - Active Portfolio Design Team- Developed an exposure band spreadsheet to increase efficiency of monthly analysis in asset class exposures used in upper management memos by 60%- Managed and report on weekly capital usage across asset classes (private equity, credit investments, etc.) to c-level executives- Constructed firm-wide communication memos that were distributed across asset classes related to metrics, benchmarks, capital usage limits, and goals

Owned daily P&L reporting for several equity and derivative traded books comprising of $430M USD and CAD traded securitiesAnalyzed movement and relative market position of securities as well as FX rates to ensure accurate reporting throughout company used systems such as Sophis and Platform.

Used Salesforce and Salesloft to train and develop on the job skills to improve and become a better sales representativeQuickly acquired an understanding on American tax law, bookkeeping and accounting standardsSourced total sales valued at $100,000 CAD in Annual Contract Value

Spearheaded technical operations of various bonds and derivative trades cumulatively valued at over 680M USDOversaw management of UNIX database involving reports and analyses of derivatives to enable executive level decision-makingDifferentiated urgent requests, organize and prioritizing daily activities to ensure role success and business delay on the trading end were kept to a minimum

Developed Python scripts on business processes to increase work efficiency of SQL database updates by 70%.Proactively created a test script to check for bugs in new UI development to bring awareness to senior developers to major bugs and business concernsUsed Excel Skills to cleanse and scrape data combined with Python code to input into SQL Database