Roger De Lambert, Mib, Mba, Cim® Email and Phone Number
Roger De Lambert, Mib, Mba, Cim® work email
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Roger De Lambert, Mib, Mba, Cim® personal email
In my current role, Investment Analyst at Oak Hill Financial, I am supporting the development and distribution of investment products, performing in-depth investment research and due diligence, and contributing to the strategic growth of the firm. This opportunity allows me to further blend my expertise in capital markets analysis and client relations, honing my ability to deliver exceptional value to clients and stakeholders alike.I obtained my Master's degree in Business Administration & International Business at Hult International Business School & my Honours Bachelor of Science at University of Toronto. In today's ever-growing globalized world, I feel it is important to have an international perspective in the business we conduct, which is why I chose Hult & UofT.As an experienced Business Development & Capital Markets Analyst, I have a passion for product advocacy through client interactions. My past employers include companies like Nasdaq and Kuber Mortgage Investment Corporation, where I contributed to providing a personalized client experience. My past volunteer experience includes being at Mount Sinai Hospital, where I assisted medical practitioners and technicians in their respected fields. My roles allowed me to make data-driven decisions, increase client engagement, and implement industry best practices to ensure that my clients maximized value for their time.I am passionate about creating and managing products for client usage that have a social impact.
Oak Hill Financial Inc.
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Investment AnalystOak Hill Financial Inc. Mar 2024 - PresentToronto, Ontario, Canada• Preparing fund marketing documents, overseeing the Client Relationship Management platform, and conducting investment research and due diligence on current and potential public-company clients.• Coordinate and market monthly asset management webinars, participate in investor calls, and contribute to business development initiatives to support the firm's growth.• Manage the reconciliation of monthly fund flow data, reporting activities, and other ad hoc projects to enhance operational efficiency and client satisfaction. -
Capital Markets AnalystNasdaq Nov 2022 - Mar 2024Toronto, Ontario, Canada• Conducted equity surveillance in order to direct IRO and C-Suite executive clients on what drove their specific stock, sector and broader market.• Generated daily reports covering stock and shareholder movement along with identifying and summarizing key themes/trends.• Consulted clients on various topics including IR best practices, investor engagement and navigating the institutional landscape.• Contributed to sector and market deliverables daily that were utilized across the broader analyst team. -
Business Development & Client Relations AnalystKuber Mortgage Investment Corporation Aug 2019 - Nov 2022Toronto, Ontario, Canada• Analyzed industry trends in order to create 10 leads a day, screening for potential business opportunities. Met regularly with management and stakeholders to discuss strategic growth.• Established relationships with the Trustee’s in order to improve investor relations, culminating 200+ new clients.• Engaged clients through collaboration with portfolio manager to foster strategic relationships resulting in additional investments of $50MM CAD.• Partnered with CEO and COO in market assessment for strategic corporate initiatives; managed business development deal, leading to $100K CAD potential cost savings.
Roger De Lambert, Mib, Mba, Cim® Education Details
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Business Analytics Stem -
Certificate In Data Science For Business -
Specialization In Finance -
Psychology
Frequently Asked Questions about Roger De Lambert, Mib, Mba, Cim®
What company does Roger De Lambert, Mib, Mba, Cim® work for?
Roger De Lambert, Mib, Mba, Cim® works for Oak Hill Financial Inc.
What is Roger De Lambert, Mib, Mba, Cim®'s role at the current company?
Roger De Lambert, Mib, Mba, Cim®'s current role is Investment Analyst | Financial Services | Technology | Business Analytics.
What is Roger De Lambert, Mib, Mba, Cim®'s email address?
Roger De Lambert, Mib, Mba, Cim®'s email address is ro****@****mic.com
What schools did Roger De Lambert, Mib, Mba, Cim® attend?
Roger De Lambert, Mib, Mba, Cim® attended Hult International Business School, Harvard Business School, Hult International Business School, University Of Toronto.
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