Gino Di Censo, Cfa, Caia Email & Phone Number

Canada

Toronto, Ontario, Canada

Greater Toronto Area, Canada

Toronto, ON, Canada

Toronto, Canada Area

Toronto, Canada Area

• Responsible for providing high quality investment product coverage for Fidelity’s U.S. equity funds offered across a variety of business lines both for retail and institutional clients.
• Prepare informative quarterly research reports for investors, discussing the current macroeconomic environment and security level factors effecting funds performance
• Deliver company wide presentations highlighting Fidelity funds in an effort to boost sales and generate enthusiasm among the sales teams
• Support portfolio managers with client interactions, assist in the onboarding of new clients and maintain existing relationships
• Key contributor to Fidelity's sales success through the preparation of presentation materials and responding to client inquiries

Toronto, Canada Area

• Responsible for competitive analysis, corporate and regulatory reporting and treasury functions, analyzing trends in key revenue drivers, recognizing risks and opportunities and helping to guide business strategy.
• Assessed trends in mutual fund performance and flows, recognizing and highlighting key industry trends such as the flow into balanced and out of pure equity funds
• Part of a team that lead a company wide initiative on data governance and data warehouse documentation, working with various stakeholders to ensure the deadline was met. One of two in the group that was asked to.
• Chaired a monthly meeting for the Financial Planning and Analysis group to encourage discussion and collaboration between team members
• Improved the accuracy and efficiency in preparing recurring reports through the implementation of revised data queries and macros that automated various manual tasks

Toronto, Canada Area

• Structured data analyses, interpreted analyses and prepared reports and dashboards for multiple business units
• Led a project to provide in-house pricing solutions for Fidelity’s foreign securities, saving the firm close to six figures in contract fees with an external pricing vendor.
• Developed reporting processes for Fidelity’s Securities Lending desk resulting in cost and time savings for the desk and improved relationships with lending counter-parties.
• Streamlined accounting processes, including timely and accurate reconciliation of financial statements.

Master Of Business Administration (M.B.A.), Investment Management

Bachelor Of Science (Bsc), Biochemistry And Human Biology