Michael Haddad Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

• Responsible for the Institutional client reporting, performance measurement, and monitoring of investment funds managed by CI.
• Completed portfolio return calculations and both prepared and maintained daily, monthly, and quarterly reports.
• Utilized a variety of performance and attribution engines, including Factset, Bloomberg, and TripleA.
• Provided accurate, relevant, and timely performance and attribution data to clients, relationship managers, and back-office personnel.
• Created a dynamic and interactive fund dashboard that was utilized by Portfolio Managers and Sales teams to better compare and visualize CI Performance vs Competitors.

Toronto, Ontario, Canada

• Trained in RESP, Evolutions, Segregated Funds, G520, EFT, First Asset& Speciality Products.
• Applied knowledge of investments to provide courteous and prompt responses to financial advisors, assistants, and clients.
• Responsible for providing clients with relevant information, documents, and guidance in order to efficiently resolve various account issues.
• Conducted follow ups with clients to ensure resolution of issues and ultimate satisfaction.
• Created a RESP calculator with a peer to simplify the calculation of RESP transactions for the CS department.

• Tasked with performing all aspects of the accounting cycle, from core data entry to completing the corporation’s financial statements and tax return.
• Utilized WAVE Bookkeeping software to input and adjust journal entries on a weekly basis.
• Responsible for calculating employee compensation and overseeing the company pay cycle.

Chartered Business Valuator - Cbv

Registered Student of the CBV Institute

Bachelor Of Commerce - Bcom, Finance And Financial Management Services

•Bachelor of Commerce, Specialized in Finance •Completed Requirements for Degree, expected to Graduate June 2021 •Relevant Courses.