David Deck, CFA
Manager, Institutional Deliverables at Hillsdale Investment Management Inc.- Claim this Profile
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English Native or bilingual proficiency
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German Native or bilingual proficiency
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French Limited working proficiency
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Spanish Professional working proficiency
Topline Score
Bio
Credentials
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Chartered Financial Analyst (CFA)
CFA InstituteApr, 2022- Nov, 2024 -
Canadian Securities Course (CSC)
Canadian Securities Institute (CSI)Dec, 2015- Nov, 2024 -
Diplôme d’Etudes en langue française (DELF) B1
Ministère de l'éducation nationale
Experience
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Hillsdale Investment Management Inc.
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Canada
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Investment Management
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1 - 100 Employee
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Manager, Institutional Deliverables
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Jan 2022 - Present
In my role, I am responsible for producing timely, in-depth investment reports and analyses for our institutional clients. I am also closely involved in the firm’s business development efforts, including RFIs and consultant databases.Institutional Client Deliverables and Investment AnalysisKey responsibilities include:• Preparing in-depth quarterly investment presentations for the Institutional Investment Services team on an accurate and timely basis, • Conducting detailed performance analysis including Brinson Attribution, generating Risk Analysis on a product level, and presenting an outlook on the respective asset class,• Ensuring a timely and flawless production process of the equity market analysis reports, considering Portfolio Managers’ views and providing investment service excellence. • Conducting thorough Equity market analysis in Canadian, US, and Global equity markets and communicating its outcome to our institutional clients.Business DevelopmentI am taking the lead on providing detailed analysis pieces for Requests for Proposal (RFP), Requests for Information (RFI), Due Diligence Questionnaires (DDQ), and Marketing Presentations for Institutional strategy searches and investment management mandates. Key Responsibilities include• Developing customized strategic investment analysis report to effectively present our investment philosophy and the strengths of our quantitative research process,• Interact with Portfolio Managers and traders to maintain a thorough understanding of all developments, research enhancements, and changes on a firm and strategy level,• Ensure completion of multiple investment research reports within tight deadlines,• Conduct ad-hoc competitive research reports on investment products in global markets• I am leading our consultant database efforts. Responsible for the content's accuracy and timeliness on a firm and product level. Critical Databases include: eVestment, Mercer GIMD, and Global Manager Research.
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Senior Investment Analyst
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Jun 2017 - Dec 2021
Investment AnalysisI am conducting thorough Equity market analysis in Canadian, US and Global equity markets. Analysing return drivers and a stock and factor level and setting it in relation to the performance of specific equity fund products.Business DevelopmentI am providing detailed analysis pieces for Requests for Proposal (RFP), Requests for Information (RFI), Due Diligence Questionnaires (DDQ), and Marketing Presentations for $100M+ Institutional strategy searches and investment management mandates. Tools I use on a daily basis include: VBA, Excel Macros, Return Attribution Tools, Bloomberg, advanced proprietary data analysis tools and consultant databases.
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Institutional Investment Associate
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Jan 2016 - Jun 2017
Responsibilities included a variety of key investment research and analysis deliverables to the Institutional Investment Services Team• Contributing to quarterly investment service reports for institutional including detailed investment analysis for Global, US and Canadian Equity Investment Strategies• Providing investment and business development research analysis and reports• Supporting services and business development activities such as RFIs and RFPs• Researching leading edge investment strategies and providing ongoing analysis and assessment of performance and risk.
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Ardian
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France
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Financial Services
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700 & Above Employee
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Intern, Fund of Funds Team Switzerland
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Feb 2013 - Aug 2013
• Contracted to independently monitor performance and prospects of billion dollar funds’ portfolio companies, analysing financial statements and evaluating future scenarios• Compiled detailed fund performance reports for investment committee meetings of 10-member Senior Management team• Prepared first-class marketing presentations for sales meetings with high-profile institutional clients adding multi-million dollar private equity investments to their portfolios• Supported lead analysts identifying opportunities for large-scalefund investments• Prepared detailed quarterly financial report for the Swiss subsidiary, directed to Senior Management directly assisting Chief Financial Officer• Highly involved in Identification of high-profile properties for office relocation in one of the most expensive commercial areas worldwide at Zurich Bahnhofstrasse• Trained new intern and wrote ‘intern guide’ to ensure professional transition
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UBS
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Switzerland
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Financial Services
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700 & Above Employee
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Intern, Economic Research Switzerland
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Jun 2012 - Dec 2012
• Contracted to analyse the European economy briefing senior managers of sales and trading team in daily meetings in English• Independently wrote content for weekly publications in English directed to Senior Analysts in the trading department• Co-wrote research publications with head-economist in English to justify internal trade recom-mendations and to distribute to high-net-worth-clients• Compiled deal specific research on internal requests by wealth management or trading teams • Prepared highly topical content for morning meetings with sales department to determine the economic hot topics in the market• Represented head economist in meetings with senior sales and trading representatives to rationalise our views and forecasts with regards to current developments• Undertook detailed initial research analysis on Swiss sub-sovereign entities, analysing debt capacity and economic strength. Research analysis was requested by the sales department in a crucial sales initiative with a large institutional client• Received thorough compliance training and experience handling critical client data• Enhanced ‘intern guide’ to ensure professional service during transition and conservation of existing knowledge
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Financial Assistant
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Sep 2010 - Aug 2011
Independent asset and wealth manager for international high-net-worth individuals• Actively managed accounting and reporting software to monitor company accounts and client portfolio movements• Managed accounting software to process weekly expenditures and fund retrocessions • Developed document database and filing system to cope with increasing regulatory requirements• Provided technical customer service for high-net-worth clients in English, German and Spanish• Monitored completion of ocumentation for individual client portfolios, managing highly sensitive personal data• Actively organised workflow processes to improve monitoring of client data and documentation
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Education
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2013 - 2015
University of Zurich
Master of Arts (M.A.), Banking & Finance -
2008 - 2011
University of Zurich
Bachelor of Arts (B.A.), Banking and Finance
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