Trevor Barratt Cfa Email & Phone Number

Winnipeg, Mb, Ca

Develop metrics and criteria to evaluate funds across multiple asset classes and insurer platforms, ensuringconsistency with the IPS principles.Construct advanced queries in Morningstar to identify top-performing fund managers.

Winnipeg, Manitoba, Canada

Building/Improving the Model we use for investment decisions. Identifying companies for investment.

Winnipeg, Manitoba, Canada

Winnipeg, Canada Area

Toronto, Canada Area

Responsibilities: Prospect the neighborhood where I live. Meet with prospective clients. Assist in creating a financial plan for their goals. Relevant Skills acquired: Relationship management, Retail financial acumen, Strong communication skills

3Rd Floor Podium First Canadian Place

Responsibilities: Timely Daily P&L reporting directly to the head of rates. Understand how the rate changes affect the daily P&L. Fix and/or explain any discrepancies between systems. Assist with sales and traders with trade bookings; monitor the trade flow between systems. Affirm and review any non MarkitWire OTC deals. Perform reconciliation between systems at the EOD, fix any system issues. Assist sales and traders with many ad hoc duties.Relevant Skills acquired: - P&L… Show more Responsibilities: Timely Daily P&L reporting directly to the head of rates. Understand how the rate changes affect the daily P&L. Fix and/or explain any discrepancies between systems. Assist with sales and traders with trade bookings; monitor the trade flow between systems. Affirm and review any non MarkitWire OTC deals. Perform reconciliation between systems at the EOD, fix any system issues. Assist sales and traders with many ad hoc duties.Relevant Skills acquired: - P&L Reporting, Relationship management, MarkitWire, Calypso, Trader EH, PAA, MFL, BBG, Excel reports, VBA and process improvements. Show less

Responsibilities: P&L reporting for GCS Long/Short & Quantitative groups. Manage the collateral movements and the investment of overnight funds. Project oversight of settlement and collateral management process upgrades.Relevant Skills acquired: Relationship management, Extensive knowledge of derivative products, BBG, SCD, Murex, Excel reports, VBA, Tri-Optima

- Perform various derivative operational functions including trade capture, accounting, valuations, reporting and cash related processes

Papers include, 'Constructing the Yield Curve', 'Markov vs. Merton', 'Student's-t Model for a Random Walk'

Bachelor Of Science, Specialist In Applied Mathematics With Applications To Economics And Finance; Major In Statistics

Charter Holder, Accounting And Finance