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 to ensure reliable data intake from the application via data gateway- Served as consultant and developer on firm-wide operational analytics dashboard. Calculated and presented data related to trade success metrics, global AUM, and counterparty allocation

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 for superior lot level analysis on money market instruments- Maintained position reconciliation templates and performed daily position recon between accounting systems and Bloomberg front-end trading system; followed up and resolved all position discrepancies due to mismatched trades, corporate actions, or fixed income security factor issues- Developed a VBA-based trading algorithm for model portfolios that automatically created trades to keep positions in line with portfolios mandates

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 investment product being phased out of company management from historical data; created IRR and MER dynamic spreadsheets at company CEO’s request for marketing team and leadership team use - Gathered information and created company pension financial statements as well calculating maturity term and credit risk breakdown for investment product financial statements- Used SQL to query financial databases to locate specific customer types, transaction information, and information to use in statistical packages to project sales and identify trends

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- Designed requirements for new accounting system and Microsoft Dynamics CRM integration

Masters, Finance

Ba, Honours Economics

High School Diploma