Roberto Andrade, Cfa Email & Phone Number

Boston, Massachusetts, United States

Boston, Massachusetts, United States

Toronto, Ontario, Canada

First rotation: Equity Portfolio Advisory Group, RBC Dominion Securities• Developed the first ESG audit for securities within the US & CAD Focus Lists.• Assisted with the review of equity portfolios for advisors via stock commentary and provided guidance to ensure risk tolerance and return objectives of individual clients were met.• Reviewed and synthesized RBCCM investment thesis for Portfolio Managers to aid in portfolio decision making and client recommendations.• Published and presented feature commentary for the DS morning call alongside Portfolio Managers.Second rotation: Fixed Income Portfolio Advisory Group, RBC Dominion Securities• Assisted the strategy team generating fixed income insights to the field with the goal to support advisors to better communicate fixed income strategy and implement strong fixed income portfolios for their clients• Managed the Fixed Income PAG inbox by responding to and triaging advisor questions and concerns.• Wrote the Private Counsel Weekly – a weekly summary of the most important events and data related to Fixed Income around the globe.Third rotation: Institutional Sales, RBC U.S. GAM• Assisted sourcing new business opportunities, progressing existing conversations with prospective clients and closing new business.• Maintaining data integrity to ensure accurate information using databases and other resources (eVestment, MMD, FIN searches).• Assisting in execution of marketing campaigns on behalf of the sales and consultant relations teams while growing outreach efforts and participating in GAM marketing campaigns. (I.e. webinars, conferences)

Calgary, Canada Area

• Constructed appropriate portfolio strategies by analyzing investment objectives of retail investors in order to help clients reach their financial goals• Built and engaged a diverse client base by providing goal based advice though virtual and face-to-face interactions, ultimately adding 285 clients to the firm and exceeding the 4 million dollar long-term assets gathered target in fiscal year 2018.• Served as a subject matter expert in digital financial advice to the ATB Prosper project team in order to grow the first digital wealth management platform in Alberta to $80 million assets under management.

Calgary, Alberta, Canada

• Ensured asset allocation models remained on target by completing rebalancing and efficient securities trading at market open on a daily basis, in order to maintain the strategic asset allocation in accounts based on individual client investment policies. • Supported a team of senior financial advisors in administrative and analytical tasks by leveraging technology and financial reporting in order to provide insights for proactive discovery of client needs.

Calgary, Canada Area

• Verified accuracy and resolved inconsistencies of all new client documentation through a systematic and efficient review in order to exceed service level agreements of the firm.

Calgary, Canada Area

• Generated fee consolidation reports by reconciling discharged land titles and paid out mortgages in order to analyze interest margin reports.

Master Of Business Administration - Mba

Bachelor'S Degree, Economics