Director Investment Management

• Sep 2021 - Present

Institutional Asset Allocation

• Feb 2021 - Sep 2021

Accountable for the development and roll-out of the ESG Reporting Framework from a multi-asset portfolio geared at identifying the portfolios carbon footprint and overall ESG exposure.Advance sustainability dialogue and planning through direct collaboration with the Head of ESG Research and Engagement. Contribute to TDAM's ESG Engagement Working Group, focused on defining ESG objectives, research, and a comprehensive ESG program. Conduct top-down macroeconomic and sector analysis to determine tactical asset allocation. Responsible for the design and execution of trades for underlying mutual funds and ETFs across various mandates. Model alpha generation ideas by conducting technical and fundamental analysis of macroeconomic and technical indicators.Review and monitor positioning, strategically rebalancing portfolios as needed to achieve pre-set target.

Investment Risk Management

• May 2018 - Mar 2021

Developed and enhanced risk management process, harmonizing risk intelligence and attribution methodologies into the investment decision-making process.Analyzed market risk factors to maintain exposures within investment mandates and risk philosophy, collaborating with the Equity Portfolio Management Team and Marketing Team to ensure risks undertaken were within scope.Conducted monthly fund attribution to identify how closely funds tracked benchmark and whether fund management was within investment target/strategy - utilizing risk models such as Northfield and Axioma to calculate the ex-ante risk, as well as performed active risk decompositions in order to ascertain the factors which were driving the risk of the respective investment mandates. Contributed to the Portfolio Management Process by serving as a primary resource for the Portfolio Managers (PMs), guiding on market risks, sector, and stock exposures. Oversaw passive and active investment mandates of TDAM's Canadian and International mutual funds.Supported the investment management process by ensuring that Investment Funds had an effective risk management framework. Routinely conducted stress testing and scenario analysis on actively managed mutual funds.

Risk Specialist-Global Equity Derivatives

• Sep 2016 - May 2018

Effectively managed stakeholder relations, overseeing business improvement and change activities. Worked collaboratively alongside New York and Toronto Equity Traders to verify trades through attribution analysis, determining the impact of market factors on daily PNL movement. Monitored risk levels across the US and Toronto-based equity portfolios to ensure levels were within pre-set thresholds for Volcker reporting and other benchmark standards. Effectively managed stakeholder relations, overseeing business improvement and change activities. Worked collaboratively alongside New York and Toronto Equity Traders to verify trades through attribution analysis, determining the impact of market factors on daily PNL movement. Monitored risk levels across the US and Toronto-based equity portfolios to ensure levels were within pre-set thresholds for Volcker reporting and other benchmark standards.

Fundamental Equities Analyst

• Oct 2010 - Dec 2015

Worked collaboratively across the organization with stakeholders, including Investment Banking and Trading Divisions and Risk, to provide solutions and strategies to maximize growth and improve business performance.Led IPO valuations across small to mid-size businesses coming to market, providing informed recommendations aligned with projected cash flows, earnings, and other fundamentals. Conducted due diligence, meeting with Executives to review critical functional areas and identify inherent risks. Performed comprehensive analysis, including fundamental research on small to large-cap organizations, to better inform the equity portfolio management process. Estimated fair value using equity valuation models, such as Discounted Cashflow Analysis, as a basis for BUY, HOLD and SELL recommendations.Provided client risk and market opportunity insights through the publication of macro-economic forecasts and investment strategy reports.

Senior Client Relationship Manager

• Feb 2007 - Oct 2010

Provided direct client-facing support, in tandem with Financial Advisors, regarding account opening, portfolio construction, and investment solutions for retail and corporate clients. Applied lifecycle and customer profile analysis to accurately determine risk appetites and recommend appropriate investment products aligned with client needs. Followed up on qualified leads and facilitated sales calls, employing extensive product and solution knowledge to onboard new clients and bolster client retention.