Philippe Martel

Philippe Martel Email and Phone Number

CPA, CFA, FSA - Portfolio Manager at Desjardins Global Asset Management @ Desjardins
levis, quebec, canada
Philippe Martel's Location
Canada, Canada
Philippe Martel's Contact Details

Philippe Martel personal email

About Philippe Martel

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.

Philippe Martel's Current Company Details
Desjardins

Desjardins

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CPA, CFA, FSA - Portfolio Manager at Desjardins Global Asset Management
levis, quebec, canada
Website:
desjardins.com
Employees:
22515
Philippe Martel Work Experience Details
  • Desjardins
    Portfolio Manager
    Desjardins Jan 2023 - Present
    Montreal, Quebec, Canada
  • Desjardins
    Senior Analyst - Absolute Return
    Desjardins Mar 2020 - Jan 2023
    Montreal, Quebec, Canada
  • Bt Global Growth
    Portfolio Manager & Chief Compliance Officer
    Bt Global Growth Nov 2018 - Feb 2020
    Montreal, Quebec, Canada
  • Bt Global Growth
    Investment Analyst
    Bt Global Growth Feb 2017 - Feb 2020
    Montreal, Quebec, Canada
    Assist portfolio managers with:- Equity research (long/short)- Option analysis- Trade reporting- Marketing & Investor relations
  • Raymond Chabot Grant Thornton
    Corporate Finance Advisor (M&A)
    Raymond Chabot Grant Thornton Jan 2016 - Jan 2017
    Montreal, Canada Area
    As 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.
  • Deloitte Canada
    Senior Auditor
    Deloitte Canada May 2012 - Jan 2016
    Montreal, Canada Area
    Auditing 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
  • Deloitte Canada
    Campus Recruitment Ambassador
    Deloitte Canada Sep 2012 - Sep 2015
    Hec Montreal
    As 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.
  • Desjardins
    Board Member
    Desjardins Jan 2013 - Jan 2014
    Regional Bank - Saint-Hubert
    Monthly 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.
  • Rio Tinto
    Invoicing Coordinator Assistant
    Rio Tinto Jul 2011 - Mar 2012
    2000, Peel. Montreal
  • Rio Tinto
    Summer Intern In Recrutment/Hr
    Rio Tinto May 2011 - Mar 2012
    2000 Peel, Montreal

Philippe Martel Skills

Microsoft Excel French Teamwork Accounting English Microsoft Word Corporate Finance Technical Analysis Stock Market Analysis Customer Service External Audit Stock Trading

Philippe Martel Education Details

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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