Michael Ford, Cfa Email & Phone Number

Toronto, ON, CA

Toronto, Ontario, CA

Toronto, Ontario, CA

Toronto, Ontario, CA

- Worked directly with value equity portfolio team to design an internal equity database for position tracking, security and sector classification, and dynamic security ranking- Implemented the company’s first business intelligence tool for reporting portfolio positions, transactions, and master data; created the data model and wrote business-views in SQL.

Toronto, Ontario, CA

- Developed FX exposure report for active FX Forward contracts for hedging purposes. Coordinated with Bloomberg HQ to correct external FX points calculation which allowed better precision in currency exposure calculations for the firm- Corrected and implemented short term instrument yield calculation from internal accounting book of record, this allowed.

Mississauga, ON, CA

- Performed analysis on eight fixed income accounts and four equity accounts totaling over $3.5 Billion in assets with responsibilities including amortization calculations, compliance reporting for duration and allocation objectives, and income allocation for 100,000+ RESP plans- Created cash flow document projecting 7 years of cash outflows for an.

Mississauga, ON, CA

- Wrote test cases, test scripts, and executed testing. Also was charged with defect reporting and defect tracking- Performed ad-hoc queries in both SSMS and Microsoft Access for Vice President of Finance to locate data anomalies and project out cash flow for various RESP plan structures; also was assigned data sets to find, assess and present to CEO.

Masters, Finance

Ba, Honours Economics

High School Diploma