Strong financial product knowledge including Equity, Fixed Income, Derivative (plain vanilla and hedging solutions), MM/FX and attention to detail to deliver financial results • Analyze and manipulate large volume of portfolio rates of return and dollars with Excel to perform value-added data analysis and articulate implications for senior management and investors• Replace and automate internal out-of-date VBA/Macros template to increase reports production by 70% in accordance with… Show more Strong financial product knowledge including Equity, Fixed Income, Derivative (plain vanilla and hedging solutions), MM/FX and attention to detail to deliver financial results • Analyze and manipulate large volume of portfolio rates of return and dollars with Excel to perform value-added data analysis and articulate implications for senior management and investors• Replace and automate internal out-of-date VBA/Macros template to increase reports production by 70% in accordance with new regulatory changes• Successfully completed Fall / Winter Amendment project by demonstrated strong knowledge of National Instrument 81-101, liaison with Legal, Audit, Risk Management and Financial Reporting to ensure key project milestone dates were attained• Perform competitors analysis to determine the variances and seek new products revolving ideas within the mutual fund investment industry Show less

• Determine optimal asset allocation based on global financial markets and interest rate analysis• Construct financial models to extensive analyze company based on fundamental factors

Provide in-depth product knowledge and procedure inquiry to internal business partner and client• Resolve front office’s outstanding issues by actively coordinating with operation department • Conduct route cause analysis and propose initiatives solution to prevent future occurrence of identical deficiency• Ensure client accounts are in compliance with KYC, AML and IIROC regulation in order to protect the potential risk to the business and refer it to appropriate management

Worked within the financial reporting team to consolidate financial budget, cash flow forecast / analysis • Revised and automated Expense Schedule to shorten reporting interval by 40%• Ensured projected growth factors and cash flow analysis are accurate • Prepare presentations and reports detailing three-year budgeting trend and key cost drivers• Verified the team’s reports and metrics are recorded and align with GAPP regulation• Maintain accounting models and… Show more Worked within the financial reporting team to consolidate financial budget, cash flow forecast / analysis • Revised and automated Expense Schedule to shorten reporting interval by 40%• Ensured projected growth factors and cash flow analysis are accurate • Prepare presentations and reports detailing three-year budgeting trend and key cost drivers• Verified the team’s reports and metrics are recorded and align with GAPP regulation• Maintain accounting models and databases to facilitate management financial reporting Show less