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Chantel Lewis is a seasoned investment professional with a strong background in private equity, credit management, and finance. She holds a Chartered Financial Analyst (CFA) designation and has worked with top firms like Beringer Capital and TD Securities. With experience in team management, strategy development, and fundraising, Chantel is a skilled and accomplished finance expert. She has also held various roles in education, including teaching assistant and entrepreneurship liaison, and has a strong commitment to community service through her involvement with the Commerce and Engineering Environmental Conference (CEEC).

Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Sep, 2021
    - Apr, 2026
  • Member
    Beta Gamma Sigma
    Apr, 2017
    - Apr, 2026

Experience

    • Canada
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Senior Associate, Private Equity
      • Feb 2023 - Present

    • Associate, Private Equity
      • Aug 2021 - Feb 2023

    • Canada
    • Investment Banking
    • 700 & Above Employee
    • Associate, Credit Management - Corporate & Investment Banking
      • Jan 2020 - Aug 2021

    • Analyst, Credit Management - Corporate & Investment Banking
      • Aug 2017 - Dec 2019

    • Member
      • May 2017 - May 2017

      As part of the top 10% of the 2017 graduating class at the Smith School of Business, I was awarded a lifetime membership in the International Business School Honour Society, Beta Gamma Sigma.

    • Canada
    • Environmental Services
    • 1 - 100 Employee
    • Co-Chair
      • Mar 2016 - Apr 2017

      • Co-managed a team of 22 students to coordinate tasks, deadlines, and inter-team communication relating to conference sponsorship, speakers, venue, logistics, delegate recruitment, marketing, and IT.• Successfully raised ~$20K in sponsorship funding, while keynote speakers included Tzeporah Berman (Canadian activist), John Cook (Greenchip Financial), and Kip Andersen (Cowspiracy).• Led the development of the overall strategy for the 27th annual conference and assisted in setting team goals, norms, and standards to align with the conference vision• Successfully executed a 3-day conference that hosted 130 student delegates, 8 high-profile speakers, and 20 corporate sponsors from across Canada and the U.S.

    • Entrepreneurship Liaison & Events Coordinator
      • Apr 2015 - Mar 2016

    • Delegates Coordinator
      • Apr 2014 - Mar 2015

    • Teaching Assistant (Introduction to Finance)
      • Sep 2015 - Dec 2016

    • Global Counterparty Credit Intern
      • Jun 2016 - Aug 2016

    • Intern, P&C Insurance Underwriter / Legal & Compliance
      • May 2015 - Aug 2015

Education

  • 2013 - 2017
    Smith School of Business at Queen's University
    Bachelor's Degree, Commerce
  • 2016 - 2016
    University of Economics, Prague
    Bachelor of Commerce - Exchange
  • 2009 - 2013
    Wexford Collegiate School for the Arts
    High School Diploma

Suggested Services

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Industry Focus. “Venture Capital and Private Equity Principals”

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