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Nathan Smith is listed as Investment Product Analyst @ Canoe Financial | Portfolio Analytics and Product Development at Canoe Financial, a company with 75 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at eckler.ca and a matched LinkedIn profile for Nathan Smith.
Nathan Smith previously worked as Investment Product Analyst at Canoe Financial and Investment Analyst at Eckler Ltd.. Nathan Smith holds Bachelor'S Degree, Honours Mathematics, Co-Op from University Of Waterloo.
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AeroLeads found 1 current-domain work email signal for Nathan Smith. Compare company email patterns before reaching out.
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
Listed skills include Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Public Speaking, and 3 others.
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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.
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.
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.
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..
Grew FARMSA's student engagement, ran successful events, hosted and led two Excel and VBA Workshops organized by FARMSA
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.
Stellarton, Nova Scotia, B0K 0A2
Other employees you can reach at canoefinancial.com. View company contacts for 75 employees →
Christopher Nieman
Colleague at Canoe FinancialMontreal, Quebec, Canada, Canada
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BM
Bob Mahoney
Colleague at Canoe FinancialLondon, Canada Metropolitan Area, Canada
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AG
Alex Garriock, Cpa, Ca, Cfa
Colleague at Canoe FinancialToronto, Ontario, Canada, Canada
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BA
Benoit Arsenault
Colleague at Canoe FinancialMontreal, Quebec, Canada, Canada
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TZ
Tanya Zhegus
Colleague at Canoe FinancialToronto, Ontario, Canada, Canada
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MK
Matthew King, Cfa, Caia
Colleague at Canoe FinancialToronto, Ontario, Canada, Canada
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DQ
Darryl Quinn, Cfp®, Cim®, Fcsi®
Colleague at Canoe FinancialGreater Toronto Area, Canada, Canada
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BF
Branika Flores Stecca
Colleague at Canoe FinancialCanada, Canada
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KJ
Kim Jativa
Colleague at Canoe FinancialMilton, Ontario, Canada, Canada
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AB
Audrea Braun
Colleague at Canoe FinancialCalgary, Alberta, Canada, Canada
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Activities and Societies: Past President & Past VP of Market Research at UWaterloo Financial Analysis and Risk Management Student.
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Nathan Smith works for Canoe Financial.
Nathan Smith is listed as Investment Product Analyst @ Canoe Financial | Portfolio Analytics and Product Development at Canoe Financial.
AeroLeads has found 1 work email signal at @eckler.ca for Nathan Smith at Canoe Financial.
Nathan Smith is based in Toronto, Ontario, Canada while working with Canoe Financial.
Nathan Smith has worked for Canoe Financial, Eckler Ltd., Td, Uw Financial Analysis And Risk Management Student Association (Farmsa), and Purpose Investments.
Nathan Smith's colleagues at Canoe Financial include Christopher Nieman, Bob Mahoney, Alex Garriock, Cpa, Ca, Cfa, Benoit Arsenault, and Tanya Zhegus.
You can use AeroLeads to view verified contact signals for Nathan Smith at Canoe Financial, including work email, phone, and LinkedIn data when available.
Nathan Smith holds Bachelor'S Degree, Honours Mathematics, Co-Op from University Of Waterloo.
Nathan Smith is listed with skills including Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Public Speaking, Python, Visual Basic, and Matlab.
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