Maxime Barbeau-Di Meo Email & Phone Number

Montreal, Qc, Ca

Toronto, Ontario, Canada

Current rotation: Betterworld (Global & ESG)Past rotations: Ivy Equity Team (Quality & Value), Fixed Income (IG, HY, LL) & Portfolio Solutions Group (Asset Allocation), North American Equity Team (Value)

Toronto, Ontario, Canada

Conduct in-depth fundamental research analysis

Montreal, Canada Area

• Co-managed a $4.5M student-run investment fund with a focus on the diversified industrials and materials sectors• Developed investment theses in the context of stock pitches after performing fundamental research on the company and industry, learning how to use quantitative valuation methods to determine a price target, like DCFs and public comparable approaches• Conducted post-investment management of holdings by writing equity reports which concluded with a recommendation• Considered current portfolio allocation when recommending a stock to avoid overexposure to any specific sector

Toronto, Ontario, Canada

Montreal, Quebec, Canada

• Compared Mackenzie funds with competitors and determined where they outperformed based on metrics such as alpha & Sharpe• Manipulated mutual fund data sets on Excel and PowerPoint to create persuasive presentations that were delivered to clients• Contacted 200+ wealth managers and mutual fund dealers to talk about different Mackenzie funds depending on preferences• Wrote a code in VBA to optimize daily tasks, cutting down time spent each morning on said tasks from 20 minutes to 5 minutes

Montreal, Canada Area

• Analyzed insurance policies, which required endurance and thoroughness, to ensure proper client risk coverage• Contributed to specialty insurance projects through quick understanding of the various insurance lines proving adaptability• Optimized certain administrative processes by utilizing the Microsoft office products to ensure a faster service for customers

Laval, Canada

Montreal, Canada Area

• Inputted personal data concerning 300+ clients to help BMO Nesbitt Burns transition from paper to digital• Utilized multiple tools offered by Salesforce to maximize information accessibility by devising reports and households• Increased personal knowledge about banking systems and various bank account types to help input data

Toronto, Canada Area

As a skating instructor, my main role was to teach children how to properly use their skates on the ice.

Bachelor Of Commerce - Bcom, Honours In Investment Management & Minor In Accounting, U4

Activities and Societies: McGill Investment Committee, Cacao & Cocoa and JED Consulting

International Baccalaureate And Ontario Secondary School Diploma, General High School Education, Grade 11 And 12

Activities and Societies: Community service steward, head of the world languages club, member of the Italian & peer tutoring club.

Diplome D'Études Secondaires, High School, Grade 7 To 11

Activities and Societies: Division 1 hockey and football player