• Industry Focus: Diversified Industrials • Maintained detailed models and participated in diligence calls with management teams for firms under our coverage• Generated new models and research for potential future initiations and buy-side client requests• Conducted macro, industry, and customer/supplier diligence to inform company-specific forecasts

• Evaluated stock performance, examined market behavior, analyzed company performance and presented results in a stock pitch • Performed DCF, LBO, APV, and Multiples among other analyses while incorporating country risk premiums, currency risk, and other economic factors to value companies’ future projections and earnings.

• Industry Focus: Diversified Industrials with a secondary focus on energy transition• Maintained detailed models and participated in diligence calls with management teams for firms under our coverage• Generated new models and research for potential future initiations and buy-side client requests• Conducted macro, industry, and customer/supplier diligence to inform company-specific forecasts

• Performed financial statement analysis and credit underwriting of capital loans, commercial mortgages, and operating credit products for businesses between $1-$5 million in revenues• Managed of >180 clients, handling all of their credit, deposit, cash management, and any other commercial banking needs• Advised clients on credit needs, capacity, and capital structure to facilitate their growth, build value

• As an integral member of the film production group, responsible for location scouting, avalanche forecasting, mitigation, rescue and logistics • Managed safety requirements for the group including avalanche risk assessment and condition analysis• Selected terrain choices based on risk assessment and condition analysis• Sponsored amateur skier in pursuit of a professional skiing career

• Conducted territory and sales analysis for the Regional VP of the firm’s wholesale division • Completed an analysis of fund sales trends referenceable by wholesaler, territory and fund• Communicated with Investment Advisors in support of the entire Western wholesale team

• Built performance and holdings tables and charts for inclusion in Requests for Proposals for institutional clients • Calculated returns, communicated historical and current holdings to clients and consultants• Updated consultant databases daily and ensured the accuracy of our reporting in a highly scrutinized industry• Built and maintained large excel files requiring reference from other databases worldwide using SQL• Prepared a competitive intelligence report for the… Show more • Built performance and holdings tables and charts for inclusion in Requests for Proposals for institutional clients • Calculated returns, communicated historical and current holdings to clients and consultants• Updated consultant databases daily and ensured the accuracy of our reporting in a highly scrutinized industry• Built and maintained large excel files requiring reference from other databases worldwide using SQL• Prepared a competitive intelligence report for the Executive Committee Show less

• Reviewed and processed mutual fund trade tickets requiring high degree of accuracy• Sorted and distributed trade tickets for the entire team

• Responsible for a number of portfolios including fundraising and research• Organized ski movie premiers for the benefit of Alpine Initiatives at universities across Canada