Julie R. Chiasson, Cfa Email & Phone Number
@bdc.ca
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Who is Julie R. Chiasson, Cfa? Overview
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Julie R. Chiasson, Cfa is listed as Associate, Operations and Strategy – BDC Capital at BDC, a with 3680 employees, based in Montreal, Quebec, Canada. AeroLeads shows a work email signal at bdc.ca and a matched LinkedIn profile for Julie R. Chiasson, Cfa.
Julie R. Chiasson, Cfa previously worked as Senior Analyst, Operations Support, Strategy and Planning – BDC Capital at Bdc and Senior Analyst, Operations Support, Strategy and Planning - Growth & Transition Capital at Bdc. Julie R. Chiasson, Cfa holds Bachelor Of Business Administration - Bba, Market Finance And Investments from Université De Montréal - Hec Montréal.
Email format at BDC
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AeroLeads found 1 current-domain work email signal for Julie R. Chiasson, Cfa. Compare company email patterns before reaching out.
About Julie R. Chiasson, Cfa
Julie R. Chiasson, Cfa is a Associate, Operations and Strategy – BDC Capital at BDC. She possess expertise in teamwork, investments, financial analysis, microsoft excel, corporate finance and 1 more skills. She is proficient in English.
Listed skills include Teamwork, Investments, Financial Analysis, Microsoft Excel, and 2 others.
Julie R. Chiasson, Cfa's current company
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Julie R. Chiasson, Cfa work experience
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Senior Analyst, Operations Support, Strategy And Planning – Bdc Capital
Senior Analyst, Operations Support, Strategy And Planning - Growth & Transition Capital
Analyst, Operations Support - Growth & Transition Capital
Assistant Portfolio Manager
Main tasks and responsibilitiesTrading and rebalancing in retail and institutional accounts• Maintain strong knowledge of client guidelines and restrictions;• Prepare trade suggestions based on JF models for Portfolio Managers to review;• Ensure proper coding of targets, models and substitutions;• Monitor pre and post-trade compliance issues for all trades.Account openings• Work with clients and Compliance to draft Investment Policy Statements and obtain all necessary documentation.Monthly/quarterly tasks• Prepare customized reports;• Prepare compliance reports;• Review client performance and research discrepancies or anomalies;Other tasks• Respond to requests for proposals by consultants and actuarial firms undertaking manager searches for their clients;• Respond to any inquiries from clients, consultants and accountants;• Prepare manual invoices.Assist the ESG committee in producing the quarterly reporting for the Fossil Fuel Free Funds and the preparation of the annual PRI report.
Colleagues at BDC
Other employees you can reach at bdc.ca. View company contacts for 3680 employees →
Kelsey Moody
Colleague at BdcLondon, Canada Metropolitan Area, Canada
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Aniss Hamdane
Colleague at BdcGreater Montreal Metropolitan Area, Canada
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Monqiue Bussiere
Colleague at BdcBritish Columbia, Canada
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Dave Shioji
Colleague at BdcVail, Colorado, United States
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CG
Corinne Gagné
Colleague at BdcCanada
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Valerie Ciccia
Colleague at BdcGreater Montreal Metropolitan Area, Canada
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JF
Justin Figueroa
Colleague at BdcSherwood Park, Alberta, Canada
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Chris (Cj) Resener
Colleague at BdcKelowna, British Columbia, Canada
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Vincent Lavoie
Colleague at BdcGreater Montreal Metropolitan Area, Canada
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JG
Jason-Reyes Gabriel
Colleague at BdcGreater Montreal Metropolitan Area, Canada
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Julie R. Chiasson, Cfa education
Bachelor Of Business Administration - Bba, Market Finance And Investments
Baa, Finance
College Diploma, Arts And Letters
Frequently asked questions about Julie R. Chiasson, Cfa
Quick answers generated from the profile data available on this page.
What company does Julie R. Chiasson, Cfa work for?
Julie R. Chiasson, Cfa works for BDC.
What is Julie R. Chiasson, Cfa's role at BDC?
Julie R. Chiasson, Cfa is listed as Associate, Operations and Strategy – BDC Capital at BDC.
What is Julie R. Chiasson, Cfa's email address?
AeroLeads has found 1 work email signal at @bdc.ca for Julie R. Chiasson, Cfa at BDC.
Where is Julie R. Chiasson, Cfa based?
Julie R. Chiasson, Cfa is based in Montreal, Quebec, Canada while working with BDC.
What companies has Julie R. Chiasson, Cfa worked for?
Julie R. Chiasson, Cfa has worked for Bdc and Jarislowsky Fraser Limited.
Who are Julie R. Chiasson, Cfa's colleagues at BDC?
Julie R. Chiasson, Cfa's colleagues at BDC include Kelsey Moody, Aniss Hamdane, Monqiue Bussiere, Dave Shioji, and Corinne Gagné.
How can I contact Julie R. Chiasson, Cfa?
You can use AeroLeads to view verified contact signals for Julie R. Chiasson, Cfa at BDC, including work email, phone, and LinkedIn data when available.
What schools did Julie R. Chiasson, Cfa attend?
Julie R. Chiasson, Cfa holds Bachelor Of Business Administration - Bba, Market Finance And Investments from Université De Montréal - Hec Montréal.
What skills is Julie R. Chiasson, Cfa known for?
Julie R. Chiasson, Cfa is listed with skills including Teamwork, Investments, Financial Analysis, Microsoft Excel, Corporate Finance, and Analysis.
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