Brandon Greer, MFin, CFA

Quantitative Analyst (Consultant) at Hillsdale Investment Management Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Canada, CA
Languages
  • English Native or bilingual proficiency
  • French Elementary proficiency
Skills

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Bio

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Credentials

  • CFA Charter
    CFA Institute
    Apr, 2017
    - Nov, 2024
  • Canadian Securities Course
    Canadian Securities Institute (CSI)
    Jul, 2013
    - Nov, 2024
  • Conduct and Practices Handbook
    Canadian Securities Institute (CSI)
    Dec, 2014
    - Nov, 2024
  • Wealth Management Essentials
    Canadian Securities Institute (CSI)
    Nov, 2015
    - Nov, 2024

Experience

  • Hillsdale Investment Management Inc.
    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Quantitative Analyst (Consultant)
      • Jun 2020 - Present

  • BJG Investment Research
    • Principal
      • Jun 2020 - Present

  • Ninepoint Partners
    • Analyst, Performance Measurement
      • Mar 2019 - Jun 2020

  • Ninepoint Partners
    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Associate, Finance
      • Oct 2017 - Mar 2019

  • Bluteau DeVenney Caseley Group of National Bank Financial Wealth Management
    • Investment Associate (Registered)
      • Nov 2014 - Aug 2017

      - Managed trading across asset classes such as stocks, bonds, ETFs, mutual funds, GICs, hedge funds/private placements and structured products for 200 clients and 2 advisors, providing security analysis and consultation- Constructed a spreadsheet-based system to replace the legacy, paper-based trade organization system, reducing errors and delays in the implementation of clients’ portfolios; enhanced the process while transitioning clients to a discretionary, fee-based platform to modernize relationships and leverage new trading technology- Executed large-scale block orders, including a multimillion-dollar placement, moving the entire client book into a monthly hedge fund in June 2016; this order required subsequent transaction-by transaction reduction prior to month end after the June 23rd Brexit vote resulted in a decision to stagger trades over 2 months to manage volatility- Monitored three proprietary models across various asset allocations to improve portfolio insights presented to clients, adding metrics for correlation matrix, portfolio standard deviation and performance- Developed new presentation materials such as a chart showing portfolio value adjusted for withdrawals to communicate portfolio management concepts to retail clients- Maintained relationships with NBF sales & trading teams and external sales reps to compile data for portfolio

  • MUFG Investor Services
    • United States
    • Financial Services
    • 700 & Above Employee
    • Fund Accountant
      • May 2013 - Oct 2014

      Back-office hedge fund administration: net asset value computation, cash and position reconciliation, financial reporting. Continuously worked to evaluate and update processes on my team for improved efficiency and accuracy. Back-office hedge fund administration: net asset value computation, cash and position reconciliation, financial reporting. Continuously worked to evaluate and update processes on my team for improved efficiency and accuracy.

Education

  • University of Toronto - Rotman School of Management
    Master’s Degree, Finance
    2017 - 2019
  • Acadia University
    Bachelor's, Business Administration, Co-op Option
    2009 - 2013

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