Mitch Bloemberg Email & Phone Number

Auckland, New Zealand

Toronto, Ontario, Canada

• Facilitated the creation of an acquisition focused consolidated forecasting model for a Global Private firm in the Healthcare sector using multiple financial reporting systems as input sources as drivers for the forecast• Managed and developed a corporate supply chain forecast model for a global biofuels firm to analyse production cycles and logistics. Modelled GHG and other ESG credits based on supply and demand of biofuels by market. Assisted in offtake partnership negotiations with a large biofuels processing company

Toronto, Ontario, Canada

• Developed multiple forecasting bid models using ERP data to assist Industrial and Heavy Machining businesses implement efficiencies in their response to Government and Private RFP’s• Developed a buy-side transaction model to assist a Canadian energy distribution company in evaluating the potential acquisition of multiple target companies using industry databases to power decision making outputs• Created a financial model for a Canadian Cannabis company utilizing client data to develop a 36 month forecasted cash flow by SKU to showcase a fully bottom up snapshot of the business

St Andrews, Fife, United Kingdom

• Conducted financial analysis on prospective investments in the Energy and Materials sectors • Mentored undergraduate students through the process of undertaking valuations

• Worked with the private wealth sales team to develop and cultivate investment opportunities • Developed sales skills through the lens of client relationships allowing clients to achieve their goals, whether financial of lifestyle related• Managed corporate communication plans using a CRM to efficiently disseminate investment results to clients and relay other corporate initiatives • Engaged with colleagues on the investment team to create asset allocations for client’s that accurately achieve their investment objectives in the most risk appropriate manner and with due consideration for tax implications• Constructed financial models to show client’s the process by which their investment strategy will be implemented

• Develop Bloomberg-integrated compliance models and financial analysis tools• Train and mentor first-year research associates in company valuations and equity research • Monitor fund performance and develop tools for portfolio rebalancing to maintain compliance with regulations• Collaborate with colleagues to improve research methodology for more accurate valuations• Analyze company valuations to initiate buy and sell decisions within the Telecommunications Sector

• Applied Marquee Modeling Training to create effective DFC analysis valuation tools• Presented information to the IMPACT team based on stock valuations in accordance with the Fund’s IPS• Engaged with guest speakers to organize events run by the IMPACT Team, increasing the Fund’s community involvement• Conducted discounted cash flow, comparable, and precedent transaction valuations on Canadian equity securities in the Telecommunications Sector

Mississauga, Ontario

• Executed the Univeris Trading System training plan to train advisors in a Canada wide company systems conversion• Assisted with implementation of a company wide advisor learning website • Obtained knowledge of investment philosophies, objectives, and risk tolerance through networking with advisors• Created internal operations Policy and Procedure documents for increasing efficient workflow processes

Master Of Science - Msc, Finance And Management

Activities and Societies: TEDx Speaker• Graduated Laude Dignum - Specializing in Corporate Finance, Entrepreneurship and Business.

Bachelor Of Commerce (Bcom), Finance

Activities and Societies: Commerce Society• Fund Manager of the Sobey IMPACT Fund, Telecommunications Sector • Captain of the Saint Mary’s.