Steven Klos Email & Phone Number

Toronto, ON, CA

Toronto, ON, CA

Victoria, British Columbia, Canada

Hamilton, Ontario, Canada

• MBA F722: Market Trading and Risk Management (4 Terms)UG 3FI3: Market Trading with Options and Futures (7 Terms)
• Assisted with lesson implementation and actively supported students which ensured strong retention of course curriculum
• Developed complementary course material focusing on Bloomberg, Reuters/Refinitiv terminals and associated Excel plug-ins; led 2 weekly tutorials to 500+ attendees including students and faculty, resulting in improved.
• Developed complementary course material focusing on Bloomberg, Reuters/Refinitiv terminals and associated Excel plug-ins; led 2 weekly tutorials to 500+ attendees including students and faculty, resulting in improved.

Horizons Investment Decision Centre

• Managed recruitment, training, scheduling, and task delegation for 46 staff members, maintaining a dynamic team of 22 individuals to oversee DeGroote’s trading centers, which resulted in a positive and efficient work.
• Assumed a key role in facilitating the transition from in-person to fully remote resource access during the Covid-19 pandemic, as the lead administrator for Reuters/Refinitiv products, resulting in the personal.
• Assumed a key role in facilitating the transition from in-person to fully remote resource access during the Covid-19 pandemic, as the lead administrator for Reuters/Refinitiv products, resulting in the personal.
• Analyzed macroeconomic and index data to produce weekly market reports, growing newsletter subscribers by 18%
• Delivered engaging presentations during McMaster’s Undergraduate and Master of Finance (MFIN) seasonal recruitment sessions, which resulted in follow-up meetings and successful onboarding of multiple candidates from.

Hamilton, Ontario

Conducted in-depth analysis of macroeconomic indicators and index data to craft a detailed weekly newsletter, which provided McMaster University students and faculty with insightful updates on current market trends and economic forecasts.

Horizons Investment Decision Centre

Helped familiarize McMaster students with trading floor software and resources.

Toronto, Ontario, Canada

Toronto, Ontario, Canada

• Led growth initiatives at an investment research company that provides near real-time data and tools on North American equities; facilitated contests, custom groups, education, portfolio integration, to encourage.
• Worked with the CEO to lead a comprehensive organizational restructuring and expansion of the Serviceable Obtainable Market (SOM), resulting in a ~140x increase in total users
• Developed and managed a portfolio of 28 key… Show more
• Developed and managed a portfolio of 28 key sponsorship accounts, designed and negotiated customized agreements aligned with mutual growth objectives, which broadened market reach and resulted in the acquisition of.
• Led fundraising efforts, developed financial projections, prepared due diligence materials, created pitch decks, delivered presentations, and negotiated financing structures and terms, which resulted in substantial.
• Conducted market research and competitive analysis to identify market inefficiencies, communicated findings with the product team, resulting in the development of user-centric and visually appealing interfaces for both.

Hamilton, Ontario

• Supported Hamilton Small and Medium Enterprises with flexible financing and advisory solutions through BDC, provided critical support to entrepreneurs through cashflow financing and CEBA loans
• Independently analyzed business strength through financial statements and business plans, structured loans for growing companies, underwrote loan commitments and worked with the authorizing team, resulting in mitigated.
• Conducted portfolio risk due diligence, successfully… Show more
• Conducted portfolio risk due diligence, successfully reduced branch wide rate of outstanding required documents to ~1.5% Show less

Hamilton, Ontario

Hamilton, Ontario

• Worked on the valuation of companies in the Consumer Goods, Healthcare and Real Estate sectors
• Developed technical competence in Excel by conducting in-depth research utilizing resources such as the Bloomberg Terminal to create valuations through extensive use of Excel
• Constructed investment theses using valuation techniques such as NAV, DCF, LBO, peer analysis, accretion/dilution models, IRR, and investment multiples
• Led comprehensive investment theses presentations to… Show more
• Led comprehensive investment theses presentations to Investment Council executive members and, at times, to an audience of 50+ people Show less

Aurora, Ontario, Canada

Newmarket, ON

Newmarket, ON

Bachelor'S Degree, Honours Commerce Program

Honours Bachelor of Commerce - Major in Finance with a Double Minor in Economics & Innovation

French Immersion Secondary School Diploma

Bilingual Studies