Patrick O'Brien Email & Phone Number

Halifax, Nova Scotia, Canada

Halifax, Nova Scotia, Canada

Performed daily reconciliations of client security holdings, accounted for cash movements from the purchase and sale of securities and M&A activity.Verified authenticity of investments and cash holdings through third party confirmation via brokerage firm statements, and client proof of holding.Provided monthly NAV summary packages for our clients, confirming total portfolio composition to be used for auditing purposes.Performed effectively while working in a team… Show more Performed daily reconciliations of client security holdings, accounted for cash movements from the purchase and sale of securities and M&A activity.Verified authenticity of investments and cash holdings through third party confirmation via brokerage firm statements, and client proof of holding.Provided monthly NAV summary packages for our clients, confirming total portfolio composition to be used for auditing purposes.Performed effectively while working in a team collaborative environment, along with working independently while managing multiple clients. Show less

Halifax, Nova Scotia, Canada

IMPACT Investment Fund at the time reached over $550,000 in assets, among 8-10 sectors, and 5-6 Fund Managers.Partook in general meetings, recorded meeting minutes, and helped establish target asset allocations for the year, for each individual sector, assisting in portfolio allocation for the year ahead. Seniority as a Fund Manager required providing guidance to new Research Associates of the fund, assisting with research for targeted securities, ratio analysis, and partaking… Show more IMPACT Investment Fund at the time reached over $550,000 in assets, among 8-10 sectors, and 5-6 Fund Managers.Partook in general meetings, recorded meeting minutes, and helped establish target asset allocations for the year, for each individual sector, assisting in portfolio allocation for the year ahead. Seniority as a Fund Manager required providing guidance to new Research Associates of the fund, assisting with research for targeted securities, ratio analysis, and partaking in reallocation of the funds resources on a sector basis. Conducted in depth financial analysis of equities in the Materials and Industrials sectors of the Toronto Stock Exchange.Utilized Bloomberg Terminals and S&P Capital IQ to analyze large amounts of security specific financial statements, aiding in the research process. Show less

Halifax, Nova Scotia, Canada

IMPACT Investment Fund is a student-managed fund at the Sobey School of Business with over $500,000 in assets.Compiled and organized large amounts of data to produce a Discounted Cash-Flow model, Scenarios Analysis, and Equity Comparable models leading to an Investment decision in the evaluated company.Conducted in depth financial analysis of stocks in the Materials sector of the Toronto Stock Exchange.Utilized Bloomberg Terminals and S&P Capital IQ to analyze company… Show more IMPACT Investment Fund is a student-managed fund at the Sobey School of Business with over $500,000 in assets.Compiled and organized large amounts of data to produce a Discounted Cash-Flow model, Scenarios Analysis, and Equity Comparable models leading to an Investment decision in the evaluated company.Conducted in depth financial analysis of stocks in the Materials sector of the Toronto Stock Exchange.Utilized Bloomberg Terminals and S&P Capital IQ to analyze company financial statements and conduct fundamental analysis on selected securities to independently produce an investment report, highlighting the Tailwinds and Headwinds of the selected security.Independently researched and presented external factors affecting investment decision, such as interest rate sensitivity, USD-CAD FX assumptions, NAFTA impacts and lumber trade agreements between the USA-Canada, and how this affected the Materials sector. Show less

Halifax, Nova Scotia, Canada

Assisted clients with their financial needs through active listening and engagement.Created optimal banking solutions for clients by restructuring debt through consolidation/refinancing, and re-allocating resources to different accounts/credit accounts to optimize savings for clients.Proactively evaluated client profiles and holdings to engage in lending, investment and occasionally mortgage discussions, leading to increased business for the bank.Worked independently… Show more Assisted clients with their financial needs through active listening and engagement.Created optimal banking solutions for clients by restructuring debt through consolidation/refinancing, and re-allocating resources to different accounts/credit accounts to optimize savings for clients.Proactively evaluated client profiles and holdings to engage in lending, investment and occasionally mortgage discussions, leading to increased business for the bank.Worked independently while adhering to AML and KYC guidelines, and ensuring suspicious activities were reported to internal compliance teams. Show less