Yelena Stepanyan, Cfa, Mba

Yelena Stepanyan, Cfa, Mba Email and Phone Number

Head of Investments at Embark Student Corp, Past Chair of Institutional Asset Management Committee at CFA Society Toronto @ Embark
Yelena Stepanyan, Cfa, Mba's Location
Toronto, Ontario, Canada, Canada
Yelena Stepanyan, Cfa, Mba's Contact Details

Yelena Stepanyan, Cfa, Mba work email

Yelena Stepanyan, Cfa, Mba personal email

n/a
About Yelena Stepanyan, Cfa, Mba

Dynamic and results-driven Wealth Management executive with over 20 years of proven success in delivering comprehensive investment solutions. Currently manage over $6 billion in assets. Recognized for leveraging a deep understanding of market trends, regulatory landscapes, and financial products to optimize investment portfolios.Mentor and empower team members and foster a positive and inclusive team culture. Key Skills:- Investment Strategy- Strategic and Tactical Asset allocation- Investment Policy and new product development- Responsible Investing and ESG- Regulatory and Board reporting- Risk management- Team development, mentoring, and management

Yelena Stepanyan, Cfa, Mba's Current Company Details
Embark

Embark

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Head of Investments at Embark Student Corp, Past Chair of Institutional Asset Management Committee at CFA Society Toronto
Yelena Stepanyan, Cfa, Mba Work Experience Details
  • Embark
    Head Of Investments
    Embark Nov 2013 - Present
    Mississauga, On, Ca
    Investment strategy, asset allocation, new product development and launch, market analysis, manager research, performance monitoring and evaluation, treasury management.Responsible investing strategy design and implementation.Team development and mentoring.
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  • Cfa Society Toronto
    Senior Advisor To Iam Committee
    Cfa Society Toronto Sep 2023 - Present
    Toronto, On, Ca
    View
  • Cfa Society Toronto
    Chair Of The Institutional Asset Management Committee
    Cfa Society Toronto 2021 - Sep 2023
    Toronto, On, Ca
    The Institutional Asset Management committee focuses on developing high quality programs that incorporates, but is not limited to, Equity, Fixed Income, Risk Management, Alternative Investments and/or Portfolio Management perspectives that are relevant for the benefit or progression of institutional asset management end-users in the industry.
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  • International Business University
    Adjunct Professor
    International Business University Aug 2022 - Present
    Toronto, Ontario, Ca
    Teach MBA and Undergraduate students on many aspects of Financial Management, Sustainable Investing, and Financial Modelling
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  • Accounting Standards Board (Acsb)
    Member Of The User Advisory Committee
    Accounting Standards Board (Acsb) May 2021 - Present
    Toronto, On, Ca
    View
  • Capco
    Sr. Consultant
    Capco Feb 2011 - Nov 2013
    London, Uk, Gb
    Wealth and Investment Management practice. Development of target operating models to support clients’ future growth. Process improvement and optimization leading to significant risk reduction and savings for clients.
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  • Rbc Global Asset Management
    Sr. Analyst
    Rbc Global Asset Management 2007 - Feb 2011
    Toronto, On, Ca
    Development of successful investment strategies, asset allocation, risk management, investment product design.
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  • Rbc
    Wealth Management Generalist Rotation Program
    Rbc Jan 2006 - Nov 2007
    Toronto, Ontario, Ca
    This is a very highly regarded and competitive program - only 1 out 250 applicants was hired. Rotations in Asset Management, Internal Mergers & Acquisitions team, and Trading floor Risk Management.
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  • Highstreet Asset Management
    Summer Associate
    Highstreet Asset Management May 2003 - Sep 2003
    London, Ontario, Ca
    Various research and project related work to increase Highstreet's market competitiveness and assets under management.
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  • International Monetary Fund
    Project Management
    International Monetary Fund Jun 2001 - May 2002
    Washington, Dc, Us
    • Helped organizing the annual World Bank and IMF meetings.• Acted as a liaison between Swiss Executive Office and Government officials of Central Asian countries, facilitating relationship between parties by bridging cultural and language barriers.
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Yelena Stepanyan, Cfa, Mba Skills

Investments Portfolio Management Investment Management Financial Analysis Asset Management Risk Management Investment Strategies Asset Allocation Mergers And Acquisitions Financial Modeling Asset Managment Wealth Management Management Consulting Strategic Planning Alternative Investments Business Strategy Emerging Markets Fixed Income Equity Research Hedge Funds Business Case Bloomberg Investment Policy Dynamic Asset Allocation Investment Products Investment Product Development

Yelena Stepanyan, Cfa, Mba Education Details

  • Cfa Institute
    Cfa Institute
    Cfa Charterholder
  • Ivey Business School At Western University
    Ivey Business School At Western University
    Mba

Frequently Asked Questions about Yelena Stepanyan, Cfa, Mba

What company does Yelena Stepanyan, Cfa, Mba work for?

Yelena Stepanyan, Cfa, Mba works for Embark

What is Yelena Stepanyan, Cfa, Mba's role at the current company?

Yelena Stepanyan, Cfa, Mba's current role is Head of Investments at Embark Student Corp, Past Chair of Institutional Asset Management Committee at CFA Society Toronto.

What is Yelena Stepanyan, Cfa, Mba's email address?

Yelena Stepanyan, Cfa, Mba's email address is ys****@****ivey.ca

What schools did Yelena Stepanyan, Cfa, Mba attend?

Yelena Stepanyan, Cfa, Mba attended Cfa Institute, Ivey Business School At Western University.

What are some of Yelena Stepanyan, Cfa, Mba's interests?

Yelena Stepanyan, Cfa, Mba has interest in Children, Education, Economic Empowerment.

What skills is Yelena Stepanyan, Cfa, Mba known for?

Yelena Stepanyan, Cfa, Mba has skills like Investments, Portfolio Management, Investment Management, Financial Analysis, Asset Management, Risk Management, Investment Strategies, Asset Allocation, Mergers And Acquisitions, Financial Modeling, Asset Managment, Wealth Management.

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