Rottem Maor, Cim®, Ris Email & Phone Number

Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

• Collecting, expanding, and sustaining $2,000 - $5,000 in club assets through sponsorships and Ryerson funding initiatives
• Designing sponsorship pitches for Ryerson senior management through Microsoft PowerPoint and other visualization tools, leading to a 70% increase in funding year-over-year and prize incentives for club members
• Generating budgets and cost-effective methods of operations to ensure efficiency and maximum student engagement

Toronto, Ontario, Canada

• Responsible for overseeing the Investing Industry at Ryerson and teaching students the principals of investing in order to earn success
• Running a committee of 10 - 15 Financial Analysts that consult and come up with creative strategies to teach the students of Ryerson about finance and investing
• Prepare, Edit, and Publish investor reports that come up with great trade ideas based on Micro/Macroeconomic behaviour and trends
• Use Valuation Models and Technical… Show more
• Use Valuation Models and Technical Indicators to come up with strategic investment choices, leading to a 13% return and a 15% return in the first two semesters alone Show less

Toronto, Ontario, Canada

• Preparing weekly investor reports based on economic changes and new buy/sell opportunities
• Consulting with other associates and leading the organization of reports and trade activity

Toronto, Ontario, Canada

• Exposed to the market knowledge, product knowledge and the behavioural/technical skills held by wholesalers that sell Fidelity mutual funds/ETFs to IIROC and MFDA licensed advisors
• Understood how Fidelity products and services are presented to investment professionals using software such as Business Objects, Salesforce, and Morningstar
• Supported four sales teams spread across Ontario made of a Business Development Associate, Manager, and District Vice President - ensuring… Show more
• Supported four sales teams spread across Ontario made of a Business Development Associate, Manager, and District Vice President - ensuring organization and active communication Show less

Toronto, Ontario, Canada

• Assisting the Client Service division in researching, analyzing, and applying statistical analysis to identify data variances and trends in the division through complex financial models based on Microsoft Excel.
• Creating divisional scorecards and business plan models to effectively present data from broker/dealer findings to senior management, leading to improvement and efficiency across the CS division
• Gaining a strong understanding of… Show more
• Gaining a strong understanding of the Mutual Fund industry in Canada through uncovering hidden trends in data critical to business performance and industry competitiveness Show less

Toronto, Ontario, Canada

• Responsible for providing members client-specific information related to the OMERS Pension Plan(s), needed to make important life choices in retirement
• Acquired a solid understanding of other department functions related to administration of the OMERS Pension Plan(s), in order to provide timely, accurate, and technical support to OMERS client groups
• Handled client banking information changes/adjustments, pension estimates, myOMERS site navigation, and other related… Show more
• Handled client banking information changes/adjustments, pension estimates, myOMERS site navigation, and other related administrative tasks Show less