Rai Goyal Email & Phone Number

Toronto, ON, CA

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Rates & Commodities Structuring

Victoria, BC

• Managed parents’ $1 million retirement portfolio using a combination of short-termday-trading and long-term value-investing strategies; resulted in a portfolio that hasconsistently outperformed the S&P 500 by 5.
• Researched and analyzed companies on a day-to-day basis using discounted cash flowand discounted book value models to find stocks trading at a discount to intrinsicvalue
• Exploited market volatility by using a highly successful day-trading strategy thatcapitalizes on stock momentum

Victoria, BC

• Co-managed the inaugural student investment portfolio on behalf of the University of Victoria in three major asset classes: Canadian Fixed Income, Canadian Equities, and US Equities
• Completed an 8-month term with the Fund’s Equity Investments Team as an Equity Analyst, resulting in two successful company initiation reports and stock pitches, one of which is currently held in the portfolio
• Completed a 4-month term with the Fund’s Strategy Team as an investment strategist, analyzing market trends and macro-economic factors to position the Fund’s asset allocation and Fixed Income strategy; also working.
• Collaborated with other Student Portfolio Managers and Investment Advisory Committee to build the inaugural strategy and structure of the Fund, including investment philosophy and decision policy

Victoria, BC

• Coordinated community events and facilitated youth engagement through community outreach
• Master of Ceremonies at fundraising events with high-profile ministers; resulted in greater than expected revenue collection
• Managed federal election campaign operations and schedule to maximize candidate’s public interaction
• Led the transition to maintaining organization records including meeting minutes and files electronically; implementation led to increased efficiency in obtaining access to crucial documents

Victoria, BC

• Presented a series of financial literacy workshops for youth and young adults aged 14-25 on basic personal finance concepts including saving and spending, debt, and simple investments
• Coordinated marketing of workshops; resulted in audience attendance and participation that surpassed expectations
• Designed an innovative curriculum that incorporates traditional education with interactive elements
• Successful implementation led to significant media coverage by news outlets including CBC Radio, CBC TV, Times Colonist, and Wealth Magazine

Toronto, Canada Area

• Four-month program, focusing on Interest Rate and Corporate Finance / Investment Banking structuring
• Provided indicative pricing to salespeople for various types of structures, ranging from vanilla products to bespoke client solutions
• Created marketing materials, including presentations and term sheets, to explain structures to clients
• Tested new internal pricing functions and models developed by quants
• Used programming skills to automate common tasks, resulting in team-wide time savings

Vancouver, Canada Area

• Four-month rotational program in Foreign Exchange, Global Macro Strategy (Gov’t Credit), and Equity Sales and Trading
• Compiled daily market updates and commentary for internal use and external distribution to clients
• Analyzed financial statements to determine FX hedging needs, and priced customized portfolios of structured derivative products to fulfill client objectives
• Worked on multiple projects and reports including: Cross-border M&A report, Multi-currency technical and fundamentals project, and Canadian ratings report