Investment Associate
Rimouski (Qc)
Achievements :- Member of the Investment Committee in the Group Khalil|Lemieux|Leblanc, which oversees $800 million in assets under management (asset allocation, currency hedging, fixed income duration, etc.).- When I took up my position, I advocated a greater share of investment in US equities and I was able to convince the committee to increase their weight in the portfolios, generating an enhanced return for clients in the following years.- Development of several Microsoft Office files to improve the portfolio management process, for example an Excel spreadsheet with all institutional clients, where we can compare their allocation of assets in real time, as well as their returns and their measures of risk with respect to their Investment Policy Statement. These various files have greatly accelerated the investment decision-making process.- Prepared weekly financial columns that the lead portfolio manager presented on a radio station. This task required finding the subjects and simplifying the information so that the audience was comfortable in the concepts and news discussed. The preparation of interesting and quality columns gave great publicity and visibility to our team.