Jonathan Therrien, Cfa Email & Phone Number

Montreal, Canada Area

-Implemented a risk management system for VMD.•Elaborated and interpreted business needs for this project and designed the business architecture.•Validated the VaR and other statistics on positions and portfolios.•Created and implemented crisis simulations and stress tests.•Supported the IT team and business end-user.•Created tools to identify, measure, monitor and manage market, counterparty and issuer risks: Various integrated risk management reports containing indicators and data for risk analysis.•Planned and performed tests on the elements put into production. Carried out quality assurance (functional, integrated and UAT testing).•Maintained a direct open relation with our different data providers.•Reconciled risk management financial data with accounting data.•Wrote operational procedures and draw schematic of the many different processes.•Participated in the creation of the risk management policies.•Trained users during the project and post-implementation.

-Advised institutional clients on purchase and sale of preferred shares in their portfolios. -Created research documents and analysis on the preferred shares market for our institutional clients (portfolio managers, Treasurer, VP Finance, etc.). Our research team was rated # 1 in Canada for two years in a row by the consulting firm Brendan Woods International. -Maintained the Desjardins index that contained approximately 200 preferred shares of the TSX. -Participated in the decision-making process for our house inventory holding (market value of several millions of dollars) of preferred and ordinary shares.-Made recommendations to new preferred shares issuers and potential clients.

-Executed shares and options trades on North American exchanges for clients and full-service brokers.-Facilitated trades and helped clients with trading issues.-Completed trades reconciliation in clients’ accounts.-Carried out listed companies’ shares buyback programs and serviced the companies.-Worked on special trading and finance projects.-Did pro-trading with the firm’s money.

- Day-to-day inventory administration, packaging, inventory distribution planning, training of new employees.

- Supplied cells with electronics material and served clients.- Ordered material in shortage from suppliers and storage.

Mechanic-assistant and chair-lift operator.

- Helped students to overcome their learning difficulties.- Taught French, English, and mathematics to students.

B.Com., Major In Finance

2003 Options Approved Trader (SAM) – Montreal Stock Exchange 2001-2003 CFA (Chartered Financial Analyst) 2001 NASD: Completed Series 38.

Dec, Applied And Pure Sciences