Responsibility: Equity Strategy Coverage: Healthcare

• One of nine students selected to assist in managing Concordia’s student-run endowment fund with assets of $5.7M• Perform research and financial analysis within various sectors of the balanced portfolio to support fund managers• Engage in weekly professional seminars and specialized investment courses, bolstering industry expertise

Global Fundamentals team

• Referred $2 million assets to RBC mortgage specialists and $1.3 million in investments within five months• Manage credit profiles for Quebec student loans • Resolve errors in the bank’s accounts and in client’s accounts to ensure all transactions are done properly• Train new employees to teach them the fundamentals of banking

• Identifies customer needs and initiates referrals to BMO colleagues.• Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.