David Whitehead Email & Phone Number

Toronto, Ontario, Canada

Perform research to identify new product opportunities, review current ETF offerings to ensure their competitive positioning within the landscape and lead in the management of day-to-day demands. Currently responsible for managing the RBC GAM ETF lineup consisting of 53 stand-alone ETFs and 13 ETF series of mutual funds. Facilitated cross-functional team collaboration to ensure the successful product launch of 27 stand-alone ETFs, 13 ETF series as well as the closure of 14 stand-alone ETFs… Show more Perform research to identify new product opportunities, review current ETF offerings to ensure their competitive positioning within the landscape and lead in the management of day-to-day demands. Currently responsible for managing the RBC GAM ETF lineup consisting of 53 stand-alone ETFs and 13 ETF series of mutual funds. Facilitated cross-functional team collaboration to ensure the successful product launch of 27 stand-alone ETFs, 13 ETF series as well as the closure of 14 stand-alone ETFs. Provided assistance to our wholesale team as a product expert growing the AUM of the business to over $8.7 billion Show less

Toronto, Canada Area

Supported money market traders and portfolio management by monitoring and projecting daily cash positions. Worked closely with the foreign exchange desk to convert dividends, coupons and maturities of foreign holdings to base currency. Created processes to flag and prevent accounts from being overdrawn and incurring fees

Zürich Area, Switzerland

Created a brochure of charts and figures highlighting quarterly market activity. Developed efficiencies by automating tasks related to trading, operations and portfolio management. Assisted with stock selection and portfolio re-balancing for high-net-worth investors

Toronto, Canada Area

Worked in a team environment providing applied valuation techniques for the mutual fund lineup offered by the Royal Bank of Canada (RBC). Used discretion to fair value equity, fixed income and derivative securities held in the mutual funds. Created a comprehensive spreadsheet of benchmarks correlating mutual fund movements to the broader market through ETFs.

Oshawa, Ontario

Worked closely with esteemed chancellor professor Dr. Vijay Jog in gathering and analyzing data for finance related projects on topics including flow through shares and over the counter markets.

Oshawa, Ontario

Assisted Professor Scott Anderson with summer classes Finance I & II.

Toronto, Canada Area

Toronto, Canada Area

Successfully calculated the NAV (Net Asset Value) of mutual funds by applying a high degree of attention to detail and problem-solving skills in reviewing the accuracy of daily investment activity. Responsibilities also included performing maintenance of accounting books, reconciling fund-share transactions, preparing audit packages, and providing information for financial reporting.

Whitby, Ontario, Canada

Master Of Business Administration (Mba), International Business

Bcomm, Finance

Exchange Program, International Business

HRM an International Perspective, Entrepreneurship and New Business Development, International Business, Swedish language course