Jean-Simon Goudreau, Cfa Email & Phone Number

Montreal, Qc, Ca

Montreal, Canada Area

. Position and implement business strategies for the range of products offered. Optimizing the processes related to the management of structured products. Align strategies with business needs while optimizing profitability. Ensure the legal and regulatory compliance of our activitiesAccomplishments:. Launch of a range of products with secondary market in in the branch network. Implementation of the volume allocation system for external sales. Significant increase in volume issued in branches. Launch of the private series

. Influence strategic directions in product management and development. Establish the business orientations of the new ranges of products developed. Keep ahead of changing consumer needs and market trends. Ensure the dissemination and follow-up of the objectives, results and profitability of the range of products under his responsibilityAccomplishments:. Establishment of a framework for analyzing bank charges. Establishment and delivery of 2015 and 2016 pricing projects. Participation in many critical projects. Establishment of the business plan and vision for transactional solutions. Recipient of the “Artisan of the Promise” program for the Make It Right project

. Creation of analysis and management reports for senior management. Work closely with the Vice President of Investment Products. Margin management and profitability analysis of investment products. Project analysis and monitoring through the product management team. Projected evolution of the Bank's clientele investments. Analysis of the performance of sales networks. Monitoring and optimization of performance reports (KPI)Accomplishments:. Creation of investment products (ie. CPGAction Canadien Croissance). Analysis of the movement of investments in the different channels (ie.: GIC to Fund). Creation and follow-up of promotion (ie. Promotion Vendredi Fou). Improvement of the quality and the efficiency of the reports delivered with Excel macros among others

Boucherville, Qc

. Analyse their specific niche market in order to spot the opportunities. Establish a new marketing plan . Find and contact new potential dealers for their line of products. Create a communication plan between the company and their clients and the press

. Distribute the new men’s merchandise in stores according to their needs and their market for the US North region (250 stores). Analyse the sales results in order to recommend repeats and plan new buys. Work with the stores to understand their realities. Maximize the use of the supply system

. Create a good representation of brands with the target consumer. Build profitable business relations with the project director on site. Maximise the brand visibility. Promotions worked on: Vitamin Water, Rogers Street Team, Cadbury Easter Eggs, Stella Artois Lounge, Stride Ping Pong Rally, Herbal Essences Pose Tour, Rogers Q4 sales and Mall Tour

Bachelor, Finance

Bachelor, Marketing

Cegep, Pure And Applied Sciences