Lukas Fleck, Cfa, Cim® Email & Phone Number

Ottawa, Ontario, Canada

Ontario, Canada

Ottawa, Canada Area

Nova Scotia, Canada

- Managed a student investment fund with securities trading through the TSX, NYSE, and NASDAQ markets.- Used a combination of fundamental and macroeconomic analysis to determine financial strength and growth potential of prospective investments.- Held weekly meetings to pitch securities to the investment committee and discuss potential investment.

Nova Scotia, Canada

• Used research techniques in conjunction with fundamental, technical, and comparative analysis to find investment opportunities.
• Pitched stocks to portfolio managers and to the society on a weekly basis.
• Assisted in the preparation and presentation of tutorials to help educate members of the society
• Achieved 19.34% return on the portfolio since the first trade in November 2015

• Provides aid and assistance to students in need
• Curriculum includes: Present/Future value, amortization and annuity calculations as well as statistical analysis (regression, standard deviations, sensitivity analysis etc.)
• Works with students to develop efficient study strategies

Halifax, Canada Area

- Gained hands-on mentoring and intensive training in financial analysis - Prepared a research report on an assigned company with a buy, sell, or hold recommendation and defended the analysis to a panel of industry professionals

Ottawa, Canada Area

• Gathered evidence to evaluate effectiveness of internal controls and efficiency of company operations
• Use analytical skills to evaluate large samples of expenditure data
• Met with clients to identify and assess business controls, risks and workflow inefficiencies
• Collaborated with team members to conduct planning, examination, and reporting of audits
• Reported directly to the Audit Project Lead and the Chief of Audit and Ethics

Ottawa, Canada Area

• Participated in the 2017 JDC Central case competition against the top business schools in Ontario and Eastern Canada.
• Attended practices and presented to faculty advisors on a weekly basis
• Cases included: buy/sell recommendations, IPO valuations, M&A valuations and portfolio management recommendations.
• Placed fourth in the competition

Ottawa, Canada Area

• Updated and maintained company asset database for the Real Estate and Facilities Management Team
• Used Microsoft Excel to organize and analyze large amounts of data used for making investment decisions

Ottawa, Canada Area

• Provided prompt customer service; successful record in selling outdoor gear and bicycles
• Established strong communication skills with clients, recorded work orders
• Repaired bicycles as per work order
• Acquired and utilized important customer relation skills and sales techniques

Ottawa, Canada Area

• Assisted with production and editing of various programs on a local TV station
• Involved high levels of technical skills as well as the ability to meet strict deadlines in a high pressure environment
• Received the subject award for demonstrating the highest performance in the program

Ottawa, Canada Area

• Established and operated a neighbourhood bicycle repair business
• Generated sales through strategic marketing; managed finances.
• Successfully met needs of a variety of customers
• Acquired and implemented important problem solving and time management skills

Bachelor Of Business Administration (Bba), Advenced Major In Finance

Activities and Societies: Portfolio Manager for the InvestX Student Fund, JDCC - Academic Delegate (Finance Team), Representative at the.

Education record

Activities and Societies: Junior and Senior Volleyball, cross country skiing, photographer for the yearbook committee