Philippe Martel Email and Phone Number
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Philippe Martel is a CPA, CFA, FSA - Portfolio Manager at Desjardins Global Asset Management at Desjardins. He possess expertise in microsoft excel, french, teamwork, accounting, english and 7 more skills.
Desjardins
View- Website:
- desjardins.com
- Employees:
- 22515
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Portfolio ManagerDesjardins Jan 2023 - PresentMontreal, Quebec, Canada -
Senior Analyst - Absolute ReturnDesjardins Mar 2020 - Jan 2023Montreal, Quebec, Canada -
Portfolio Manager & Chief Compliance OfficerBt Global Growth Nov 2018 - Feb 2020Montreal, Quebec, Canada -
Investment AnalystBt Global Growth Feb 2017 - Feb 2020Montreal, Quebec, CanadaAssist portfolio managers with:- Equity research (long/short)- Option analysis- Trade reporting- Marketing & Investor relations -
Corporate Finance Advisor (M&A)Raymond Chabot Grant Thornton Jan 2016 - Jan 2017Montreal, Canada AreaAs part of the planning, execution and monitoring steps of the M&A process, some of my typical duties involve:- Completing the due diligence process on target companies (for both private and public companies) by focusing on specific financial statement accounts that are considered highly variable or at risk of manipulation by the target companies.- Assessing the quality of earnings of target companies.- Analyzing the future performance of target companies (Capital structure analysis, Budget analysis, Cash flow and profitability analysis).- Assessing the fairness of the acquisition price and determine potential adjustments that could benefit to our clients (including adjustments to EBITDA, Working Capital, Net Debt, etc.).- Working on sell side mandates in order to find buyers for our clients interested in selling assets or an equity percentage of the business.- Working on buy side mandates to help private equities, specific companies or individual investors to find and complete strategic business acquisitions or divestitures. - Helping our clients find financing options in order to complete the M&A process. -
Senior AuditorDeloitte Canada May 2012 - Jan 2016Montreal, Canada AreaAuditing both private equity and publicly listed companies from various industries in order to express an opinion about the fairness of their financial statements.Typical duties involve:- Inquiring of management and others to gain an understanding of the organization itself, its operations, financial reporting, and known fraud or error- Evaluating and understanding the internal control system- Performing analytical procedures on expected or unexpected variances in account balances or classes of transactions- Testing documentation supporting account balances or classes of transactions- Observing the physical inventory count- Confirming accounts receivable and other accounts with a third party- Gauging levels of financial risk within organisations- Preparing reports, commentaries and financial statements- Ensuring procedures, policies, legislation and regulations are correctly followed and complied with- Identifying if and where processes are not working as they should, and advising on changes to be made -
Campus Recruitment AmbassadorDeloitte Canada Sep 2012 - Sep 2015Hec MontrealAs a campus recruitment ambassador, my role was primarily to: - Promote to HEC students career opportunities at Deloitte.- Assess potential candidates- Help Deloitte to shape on-campus marketing activities and recruitment strategies (and participate to those activities).- Act as an adviser to Deloitte's recruitment team.- Report and present feedback about various Deloitte's recruitment activities. -
Board MemberDesjardins Jan 2013 - Jan 2014Regional Bank - Saint-HubertMonthly meetings in which we were responsible for various duties such as:Governing the organization by establishing broad policies and objectives,Selecting, appointing, supporting and reviewing the performance of the management team,Reviewing and approving important management decisions,Ensuring the availability of adequate financial resources,Assessing and approving annual budgets,Accounting to the stakeholders for the organization's performance;Setting the salaries and compensation of company management. -
Invoicing Coordinator AssistantRio Tinto Jul 2011 - Mar 20122000, Peel. Montreal -
Summer Intern In Recrutment/HrRio Tinto May 2011 - Mar 20122000 Peel, Montreal
Philippe Martel Skills
Philippe Martel Education Details
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Accounting And Finance -
Accounting And Finance -
Accounting -
Champlain CollegeCommerce
Frequently Asked Questions about Philippe Martel
What company does Philippe Martel work for?
Philippe Martel works for Desjardins
What is Philippe Martel's role at the current company?
Philippe Martel's current role is CPA, CFA, FSA - Portfolio Manager at Desjardins Global Asset Management.
What is Philippe Martel's email address?
Philippe Martel's email address is po****@****ail.com
What schools did Philippe Martel attend?
Philippe Martel attended Université De Montréal - Hec Montréal, Université De Montréal - Hec Montréal, Université De Montréal - Hec Montréal, Champlain College.
What are some of Philippe Martel's interests?
Philippe Martel has interest in Financial Advisory Services, Investment Banking Services, Traveling, Snowboarding, Biotechnology, Cars, Nature, Accounting, Mergers And Acquisitions, Corporate Finance.
What skills is Philippe Martel known for?
Philippe Martel has skills like Microsoft Excel, French, Teamwork, Accounting, English, Microsoft Word, Corporate Finance, Technical Analysis, Stock Market Analysis, Customer Service, External Audit, Stock Trading.
Who are Philippe Martel's colleagues?
Philippe Martel's colleagues are Sylvie Supper, Patricia Laure Sike, Danielle Lambert, Amélie Bouchard, Jérémy Gagnon, Cathie Chabot, Pl. Fin., Christiane Scott.
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Philippe Martel
Directeur Régional Développement Des Affaires Chez Financement Agricole Canada / Farm Credit CanadaDrummondville, Qc -
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