Erik Ross, Fcsi, Dms Email and Phone Number

CONSULTING AND ADVISORY SERVICES FOR INSTITUTIONAL FUNDS, CHARITIES, ENDOWMENT FUNDS, AND FAMILY OFFICES. FOCUS ON TRADING OPERATIONS (FRONT OFFICE), ESG ANALYSIS, AND DUE DILIGENCE OF EXTERNAL MANDATES.

 Build and maintain institutional trading desk (DMA, Algo Suites, High Touch, Trade Analysis, EOD Processing) for active multi-strategy Hedge Fund. Develop and enforce internal policies and procedures with help of our legal counsel, ensuring the highest standards. Work along with CEO on operational initiatives (Human Resources, Regulations, System Integration). As part of Risk Management Committee and the investment team, assisted in achieving top 3 national investment returns on a 1 and 3 year basis.  Work with the CEO in preparing, presenting, and winning institutional mandates.

Recruited to work for the recently appointed executive from the parent office in Geneva with a demanding mandate to expand brand recognition and market visibility, transforming Canadian trading operations into an efficient, competitive entity utilizing the latest technology.

Appointed to lead the Trading Department managing a $14 billion pension plan with a multi-million dollar commission budget; Bilingual Buy Side Institutional Equity Trader; North America and EAFE. Extensive experience in options and futures for income generation, risk management, and transition management

Trade primarily Canadian equity products for internally managed portion of pension plan. Ensure investment parameters observed by external active managers. Measured performance for all Canadian portfolios.

Performed back office duties for external clients such as resolving settlement problems and assisting in money market transactions.