Nathan Smith

Nathan Smith Email and Phone Number

Investment Product Analyst @ Canoe Financial | Portfolio Analytics and Product Development @ Canoe Financial
calgary, alberta, canada
Nathan Smith's Location
Toronto, Ontario, Canada, Canada
Nathan Smith's Contact Details

Nathan Smith work email

Nathan Smith personal email

n/a
About Nathan Smith

My background spans research, mathematics, financial modelling, and coding. I have a bachelor's degree in Mathematics from the University of Waterloo in 2021. I've completed CFA Exam Level 2. In my free time, I like to play soccer, do yoga, and stay active.You can reach me by email: smithrnathan@gmail.com

Nathan Smith's Current Company Details
Canoe Financial

Canoe Financial

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Investment Product Analyst @ Canoe Financial | Portfolio Analytics and Product Development
calgary, alberta, canada
Website:
canoefinancial.com
Employees:
75
Nathan Smith Work Experience Details
  • Canoe Financial
    Investment Product Analyst
    Canoe Financial Nov 2022 - Present
    Toronto, Ontario, Canada
    Focusing on sales, product development, portfolio analysis, research and reporting.I support 50+ Sales and Investment professionals with their product-marketing needs: performance tracking, performance comps, graphics and research, with drafting high quality RFIs/RFPs/DDQs, running attribution reports, and managing databases.
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  • Eckler Ltd.
    Investment Analyst
    Eckler Ltd. May 2021 - Jun 2022
    Toronto, Ontario, Canada
    Worked as an Investment Analyst. Helped large institutional clients monitor, manage and enhance their pension portfolios. Led the Fixed Income Research Group: met investment managers for due diligence meetings and Q&A, expanded the backlog of material in core and core plus, and updated the Team's fixed income views. Managed the DC database, fund profiles, and developed financial modelling tools for the DC and Modelling teams.
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  • Td
    Fixed Income Portfolio Management Co-Op
    Td Sep 2020 - Dec 2020
    Hybrid
    Worked on the Asset-Liability Management (ALM) Fixed Income Team, under TD Asset Management. Supported the Liability-Driven Investment (LDI) strategies that added long-term value for insurance and Institutional clients. Monitored changes to yield curves and market trends to identified and managed risk. Managed data and performance requirements for the ALM Team using Excel, VBA and Access. Developed a risk model to be used in a new risk management tool for more optimal asset allocation decisions.Skills: Fixed Income Portfolio Management, Financial Modelling, Excel, VBA, Access, PowerPoint
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  • Eckler Ltd.
    Investment Analyst Co-Op
    Eckler Ltd. Sep 2019 - Apr 2020
    Toronto, Ontario
    Worked on the Investments team as an Investment Analyst. Performed analyses on client pension funds and developed quarterly reports to update them on their financial position and recent performance. As a major project, I developed an automated performance reporting process in VBA that helped cut down time to perform each analysis and reduced human error. Skills: VBA, Excel, PowerPoint, Python, Investment Analysis, Allocation Analysis
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  • Uw Financial Analysis And Risk Management Student Association (Farmsa)
    President
    Uw Financial Analysis And Risk Management Student Association (Farmsa) May 2019 - Aug 2019
    Grew FARMSA's student engagement, ran successful events, hosted and led two Excel and VBA Workshops organized by FARMSA
  • Purpose Investments
    Portfolio & Product Analyst Co-Op
    Purpose Investments Jan 2019 - Apr 2019
    Toronto, Canada Area
    Worked with the Product team to oversee tracking, reporting, maintenance, and development of ETF and mutual fund products. Helped the Sales team to respond more quickly to client inquiries, and with more information by developing a tool in Python. Supported product development on a new private debt fund.Skills: Python, VBA, Excel, PowerPoint, Bloomberg, Reporting & Operations, Financial Analysis
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  • Scotiabank
    Accounting Co-Op
    Scotiabank May 2018 - Aug 2018
    Stratford, On
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  • Archway Insurance
    Administrative Assistant
    Archway Insurance May 2017 - Aug 2017
    Stellarton, Nova Scotia, B0K 0A2
  • Soccer Nova Scotia
    Soccer Referee
    Soccer Nova Scotia Jun 2012 - Aug 2016
    Truro, Nova Scotia
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Nathan Smith Skills

Microsoft Excel Microsoft Word Microsoft Powerpoint Public Speaking Python Visual Basic Matlab

Nathan Smith Education Details

Frequently Asked Questions about Nathan Smith

What company does Nathan Smith work for?

Nathan Smith works for Canoe Financial

What is Nathan Smith's role at the current company?

Nathan Smith's current role is Investment Product Analyst @ Canoe Financial | Portfolio Analytics and Product Development.

What is Nathan Smith's email address?

Nathan Smith's email address is ns****@****kler.ca

What schools did Nathan Smith attend?

Nathan Smith attended University Of Waterloo, University Of Waterloo.

What skills is Nathan Smith known for?

Nathan Smith has skills like Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Public Speaking, Python, Visual Basic, Matlab.

Who are Nathan Smith's colleagues?

Nathan Smith's colleagues are Sheila Carson, Darcy Lake, Christian Ricci, Robert Taylor, Derek Johnson, Nelson Reipas, Tanya Zhegus.

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