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.
• 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 and.

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

Activities and Societies: Division 1 hockey and football player