Ryan Shearer, Cfa Email & Phone Number

Ottawa, Ontario, Canada

Ottawa, Ontario

Structure and deliver tailored financing solutions (bilateral loans, syndicated loan participation, leasing, etc) in support of the specific products and services offered by large strategic clients through collaboration with EDC’s business development group, our strategic clients, their foreign buyers, financial institutions and others key stakeholders.Perform financial projection modelling by establishing appropriate assumptions, projection drivers and methodology leveraging strong technical modelling skills in Excel. Conduct due diligence and assess obligor credit, industry, country, CSR, and other applicable risks. Assist with drafting and review of credit documentation including credit facility agreements and review of aircraft and simulator lease arrangements.Contribute to the credit recommendation process and obtain all required approvals while negotiating mitigants and financial terms and conditions. Establish appropriate transaction pricing compliant with market window or consensus pricing guidelines.

Ottawa, Ontario, Canada

Excel at managing a large portfolio of Canadian exporters operating in the information & communication technologies and light manufacturing sectors representing over 1.5 billion in annual sales.Underwrite, customize and restructure accounts receivable insurance policies to meet specific coverage needs of Canadian export suppliers while developing and implementing structured pricing and risk mitigation strategies.Assess challenging credit requests through quantitative and qualitative financial and credit analysis on foreign entities globally to help Canadian exports grow and succeed in their international business development.Key Accomplishments:- Strong track record of performance and achievement- Granted notable increases in signing authority since commencing at EDC- Successfully initiated, managed and implemented valuable process improvement projects in the Accounts Receivable Insurance program, several requiring senior leadership acceptance.

Ottawa

Accomplishments• frequently recognized and rewarded for top performance• received promotion within 9 months of hire date• awarded top of cohort grade on 2013 year-end appraisal• awarded top of cohort grade on 2012 year-end appraisal• continued recognition for achievement in results and work qualityManagement responsibilities• accountable for profitability and related performance metrics• compliance and quality control management• security responsibilities for property and premises• management level signing authorityAdvisory responsibilities• balance sheet and income statement analysis• calculate and interpret financial ratios• analyze investment portfolio holdings and asset allocation• assess risk tolerances and investment suitability• personal and commercial banking solutions• construct, analyze, and submit credit applications• break-even points for indemnities and refinancingAccount Manager responsibilities• build and maintain client relationships• client portfolio profitability• maintain high client satisfaction index• manage client retention• facilitate client dispute resolution• facilitate estate file process

Ottawa, On

Management responsibilities• profitability and growth• accounting functions• compliance and reporting• lead marketing projects• signing authority• oversee daily operations• supervision and training of internship staffAdvisory responsibilities• analyze investment portfolio holdings• analyze risk-adjusted return, asset allocation, and asset correlation• perform insurance needs analysis calculations• advise on risk mitigation and tax efficiencies• comprehensive financial plans and à-la-carte adviceService responsibilities• build and maintain client relationships• client portfolio profitability• manage client retention

Chartered Financial Analyst, Ethics

Ba, Economics

Activities and Societies: Accounting, Finance, Business/Managerial Economics, Statistics