Jonathan Foley Email & Phone Number

Montreal, Qc, Ca

Montreal, Quebec, Canada

Montreal, Quebec, Canada

Lead the strategic promotion of emerging managers with limited Assets Under Management (AUM) and nascent track records, cultivating relationships with institutional investors and family offices to secure crucial investment opportunities. Leveraged industry insights to effectively advocate for emerging managers, positioning them as attractive investment prospects despite initial challenges of limited AUM and short track records. Identified and engaged with key decision-makers within institutional investor circles, effectively communicating the potential long-term value proposition offered by emerging managers, after asking pertinent questions and taking the time to thoroughly understand the needs of clients.Acted as a trusted advisor and advocate for emerging managers, serving as a bridge between their innovative investment strategies and the sophisticated demands of institutional investors and family offices.

Montreal

Assisted District Vice-Presidents in expanding territories, identifying growth opportunities, and executing development plans to enhance market coverage and penetration. Managed relationships with major accounts, while actively prospecting for new clients, resulting in an expanded customer base and strengthened client loyalty. Crafted personalized sales emails addressing customer needs and market dynamics, leading to enhanced customer engagement and increased response rates. Effectively communicated technical product information via phone, email, and in person, employing adaptability to tailor the information to the client's level of sophistication, ensuring clear understanding.Responded promptly to customer queries, resolving issues effectively to maintain high levels of customer satisfaction and loyalty. Organized and facilitated meetings between clients, portfolio managers, and VPs, fostering collaboration and strengthening client relationships. Collaborated with marketing and portfolio management teams to integrate French-language services and create value-added content, aligning strategies to meet market demands and Bill 96 requirements.

Montreal, Quebec, Canada

Covered many sectors but ended up specialising in the energy, utilities and materials (ex-gold) sectors with a focus on equity and fixed income assets. - Analyzing assets under an ESG lens combining policy, financial and industry research to provide portfolio managers actionable integrated information and insights. - Assisting portfolio managers in integrating ESG factors in their daily operations.- Presenting quarterly reports to clients - Developing and implementing the firm’s ESG analysis framework- Developing and managing the firm’s shareholder engagement program- Engaging with companies under my coverage through 1 on 1 meetings at conferences and through other channels- Analyzing and casting proxy votes for assets under DGAM’s management and a significant portion of other assets owned by Desjardins- Providing expertise and collaborating with corporate and retail partners across the financial institution on various ESG issues- Collaborating on firmwide roundtables, frameworks and research projects- Increasing team recognition through various speaking engagements inside the Desjardins organization and as a panellist at industry conferences such as Scotiabank’s mining conference in 2020. - Subject matter expert on climate change, energy transition, and indigenous relations.

Montreal, Canada Area

Montreal, Canada Area

Montreal, Quebec, Canada

Managed and executed the distribution carrier transition across Canada. Coordination of inbound and outbound freight for a 500'000+ sq ft warehouse.

Montreal, Canada Area

Comparative shopping analysis for the creation of the E-commerce platform.Developed a packaging drop test methodology and analysed hundreds of SKUs. Provided insights to improve packaging quality.

Montreal, Canada Area

Montreal, Canada Area

Montreal, Canada Area

Montreal, Canada Area

Bachelor Of Science (B.Sc.), Environmental Science

Bachelor Of Arts And Sciences