Experience

PH&N Institutional

• Canada
• Investment Management
• 100 - 200 Employee

• Transitions & Reporting Analyst

  • Jun 2018 - Present

  Vancouver, Canada Area Create and provide monthly, quarterly and annual reporting for institutional clients. Reporting includes portfolio valuations, duration analyses, minimum capital test charge calculations, income projections etc. Analyze operational requirements for institutional clients transitioning to PH&N. Create transition timelines to forecast a complete account setup within estimated time period. Communicate with clients, portfolio managers and custodians to keep all parties up to date and… Show more Create and provide monthly, quarterly and annual reporting for institutional clients. Reporting includes portfolio valuations, duration analyses, minimum capital test charge calculations, income projections etc. Analyze operational requirements for institutional clients transitioning to PH&N. Create transition timelines to forecast a complete account setup within estimated time period. Communicate with clients, portfolio managers and custodians to keep all parties up to date and ensure successful transition. Show less



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Premium Banker

  • Dec 2014 - Dec 2015

  Vancouver, BC Consult clients regarding their financial needs and provide solutions based on their goals. Proactively acquire new business by reaching out to clients about their investments or credit facilities.

• Personal Banker

  • Oct 2013 - Dec 2014

  Burnaby BC Create resolutions for customer financial inquiries and issues. Proficiently assist with transactions while reducing risk and following compliance.



Enactus BCIT

• VP of Finance

  • Apr 2012 - Apr 2013

  Burnaby, BC Worked closely with other executives to fulfill the needs of the projects and members. Managed finances with spending budgets cashflow forecasts and accounting.



Best Buy Canada

• Canada
• Retail
• 700 & Above Employee

• Senior Sales Associate

  • Sep 2008 - Sep 2010

  Vancouver BC Evaluated customer needs and sold matching products and services. Maintained a proficient department by delegating and following through on daily maintenance duties to 13 employees.