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.