Gabriel Chetrit, Cfa Email & Phone Number

Montreal, QC, CA

Montreal, Quebec, Canada

Montreal, Quebec, Canada

Montreal, Quebec, Canada

Montreal, Quebec

• Managed all aspects of the implementation of a new risk and regulatory reporting data management system, reducing regulatory reporting (Form PF, CPO PQR, AIFMD) time from 3-4 weeks to a matter of days
• Analysis of hedge fund performance (asset class, geographic & sector exposure, risk metrics, comparative benchmark performance, etc.)
• Developing financial models to facilitate fund reporting and for analytical purposes, including the creation and maintenance of fund performance reports
• Creating and updating marketing material such as operational due diligence questionnaires, presentations and pitches for institutional investors, asset managers and distributorsCore Competencies Developed: Alternative.

Montreal, Quebec

• Performed bottom-up equity research, analysis and valuations utilizing fundamental analysis techniques
• Built and maintained dynamic financial models to determine the current and future intrinsic value, utilizing DCF as well as comparable valuation techniques, with a focus on various industries in North America
• Collaborated closely with the portfolio management team by summarizing and presenting completed reports and recommendations Core Competencies Developed: Equity Research & Analysis, Industry Research & Analysis.

Montreal. Quebec

• Developed cash flow and profit/loss forecasting of engine maintenance plans to determine gross margins and maintenance plan portfolio profitability
• Maintained a margin expansion database which included 150+ fleet contracts, aggregating their profit/loss and cash flow forecasts, providing analytics on the portfolio
• Built dynamic financial models and conducted meticulous analysis on contract financial statements to determine and improve accuracy of forecastsCore Competencies Developed: Financial Modelling, Financial Analysis and.

Montreal, Quebec

• Worked closely with Project Managers to conduct cost-benefit analysis and business case development using a variety of analytical tools and excel models created to streamline and eliminate inefficiencies; completed 2.
• Prepared and presented weekly project status meetings with project teams across multiples offices; updated teams on project progress, individual responsibilities and challenges while presenting budget analysis for each.
• Performed software quality assurance testing to ensure that applications in development were being built according to business requirements Core Competencies developed: Project Management, Microsoft Excel, Data.

Montreal, Quebec

• Conducted up to 6 client meetings a day (minimum 3), to determine financial needs, goals and to develop client asset growth plans
• Analyzed client’s current financial circumstances and future goals with a high emphasis on developing client relationships and giving quality service while evaluating and determining the clients credit risk
• Devised and executed business development strategies to attract and acquire new clients and achieved client satisfaction and loyalty through excellent serviceCore Competencies developed: Customer service and.