Experience

Fiera Capital

• Canada
• Financial Services
• 400 - 500 Employee

• Manager, Derivatives and Alternative Assets

  • Jan 2022 - Present

  Toronto, Ontario, Canada



CIBC Mellon

• Canada
• Financial Services
• 700 & Above Employee

• Pricing Manager

  • Nov 2019 - Feb 2022

  Toronto, Ontario, Canada • Producing accurate and timely management reporting and metrics on weekly and Monthly basis • Prepared and presented the quarterly report to various Valuation Committees within the company. • Oversee the daily and monthly operation, ensuring accurate and timely pricing of securities such as Equities, Fixed Incomes, Private funds, etc., including fair valuation of non-market priced securities, private companies, and related governance reporting. • Challenge the status quo by… Show more • Producing accurate and timely management reporting and metrics on weekly and Monthly basis • Prepared and presented the quarterly report to various Valuation Committees within the company. • Oversee the daily and monthly operation, ensuring accurate and timely pricing of securities such as Equities, Fixed Incomes, Private funds, etc., including fair valuation of non-market priced securities, private companies, and related governance reporting. • Challenge the status quo by identifying risks point and bottle neck manual processes; lead process improvement by implementing automation to mitigate risk and improving efficiency. • Managed the on boarding of new products/funds working closely with front office, PM and External Parties • Conducted research and analysis of complex issues; proactively troubleshooting daily challenges related to performance gaps, risk. • Oversee the operational risk review assessments on the products, to ensuring appropriate controls are inplace based on the Standard Operational Procedure. • Created and supported a continuous improvement environment within the department to mitigate risk and increase efficiencies Show less



Mackenzie Investments

• Canada
• Investment Management
• 700 & Above Employee

• Manager, Pricing & Corporate Actions And Market Documentation

  • Aug 2018 - Nov 2019

  Toronto, Canada Area • Producing accurate and timely management reporting and metrics on weekly and Monthly basis • Present the quarterly report to various Valuation Committees within the company. • Oversee the daily and monthly operation, ensuring accurate and timely pricing of securities, including fair valuation of non-market priced securities, and related governance reporting. • Challenge the status quo by identifying risks point and bottle neck manual processes; lead process improvement by… Show more • Producing accurate and timely management reporting and metrics on weekly and Monthly basis • Present the quarterly report to various Valuation Committees within the company. • Oversee the daily and monthly operation, ensuring accurate and timely pricing of securities, including fair valuation of non-market priced securities, and related governance reporting. • Challenge the status quo by identifying risks point and bottle neck manual processes; lead process improvement by implementing automation to mitigate risk and improving efficiency. • Worked closely with both supervisor of the teams to coordinate the daily task of 15 team members. • Managed the on boarding of new products/funds working closely with front office, PM and External Parties • Conducted research and analysis of complex issues; proactively troubleshooting daily challenges related to performance gaps, risk. • Manage the communication of progress between PM, Custodian, Legal team and Fund account to ensure the inquiries we responded in a timely matter. • Oversee the operational risk review assessments on the products, to ensuring appropriate controls are in place based on the Standard Operational Procedure. • Oversee the Market documentation during Fund Launches to ensure the accuracy and the timely response. • Created and supported a continuous improvement environment within the department • Representing Fund Services on projects and in relationships with clients and vendors, both internal and external • Acting as an expert resource and escalation point for the team and the department. Show less



State Street

• United States
• Financial Services
• 700 & Above Employee

• Officer

  • Aug 2015 - Aug 2018

  Toronto, Canada • Lead process change through the use of data-driven methodology rooted in Lean principles • Supported the day to day operation and worked closely with the senior staff to improve the process and client experience. • Challenge the status quo by identifying risks point and bottle neck manual processes; lead process improvement by implementing automation to mitigate risk and improving efficiency. • Created flexibility on the service hours and increased the pricing window to better serve… Show more • Lead process change through the use of data-driven methodology rooted in Lean principles • Supported the day to day operation and worked closely with the senior staff to improve the process and client experience. • Challenge the status quo by identifying risks point and bottle neck manual processes; lead process improvement by implementing automation to mitigate risk and improving efficiency. • Created flexibility on the service hours and increased the pricing window to better serve our clients. • Worked closely with the senior staff to coordinate the daily task of 17 team members. • Provided mentoring to less- experienced staff within the team and the department. • Conducted research and analysis of complex issues; proactively troubleshooting daily challenges related to performance gaps, risk. • Manage the communication of progress between teams in different locations. • Built strong relationships with stakeholders and demonstrated effective partnership and collaboration throughout the organization. • Created and supported a continuous improvement environment within the department • Sponsored and leaded departmental project.

• Manager

  • 2012 - Aug 2015

  Toronto, Ontario, Canada • Monitored, reviewed and validated daily work of Manual Pricing Team. • Coordinated and completed business transition from a different location. • Created flexibility on the service hours and increased the pricing window • Coordinated the daily task of 17 team members. • Provided mentoring to less- experienced staff within the team and the department.

• Senior Associate (Team Leader)

  • 2010 - 2012

  Toronto, Ontario, Canada • Monitored, reviewed and validated daily work to ensure timely calculations and accuracy • Assisted with workflow management and technology enhancements. • Provided back-up management support as needed • Performed daily or weekly tasks for the team’s activities • Coordinated and supplied information for ongoing audits

• Pricing Analyst, Associate II

  • 2009 - 2010

  Toronto, Ontario, Canada

• Pricing Analyst, Associate I

  • 2008 - 2009

  Toronto, Ontario, Canada



Siemens

• Germany
• Automation Machinery Manufacturing
• 700 & Above Employee

• Customer Service and System Analyst, Level II

  • Nov 2005 - Oct 2007

  Mississauga, Ontario, Canada • Answered inbound customer calls, emails, and web submissions while providing solutions within a timely manner. • Identified, evaluated and prioritized customer problems and complaints via telephone, email and/or web submissions. • Liaison between Level 3 Engineering and end-user customer with language translations and technical support inquiries.



Shega-Trans Ltd. – International Shipping Company

• Operational Manager

  • Jun 2004 - Jun 2005

  Tirana, Albania • Utilizing new computer technology and communications tools, increased staff productivity by 30% and decreased communication costs by 15% • Promoted and sold transportation services. Over-archived sales target by 15% • Reduced accounts receivable by CAD $500.000 in overdue payments



Besa Foundation- World Bank Project

• Senior Credit Risk Manager

  • Jun 2001 - Jun 2004

  Tirana, Albania • Reduced the default loan rate by 25% in 3 years • Efficiently managed a commercial loan portfolio of CAD 10 mil and a Par at 3%. • Analyzed, reviewed and approved or rejected micro and medium loan and credit applications up to 50k CAD in accordance with authorized limits • Conducted inspections and appraisals of collateral such as real estate properties, vehicles and bank accounts for loan authorizations • Supervised a staff of 60 loan officers ensuring employee training and… Show more • Reduced the default loan rate by 25% in 3 years • Efficiently managed a commercial loan portfolio of CAD 10 mil and a Par at 3%. • Analyzed, reviewed and approved or rejected micro and medium loan and credit applications up to 50k CAD in accordance with authorized limits • Conducted inspections and appraisals of collateral such as real estate properties, vehicles and bank accounts for loan authorizations • Supervised a staff of 60 loan officers ensuring employee training and adherence to company policies, procedures and guidelines. Show less



Diners Club International

• Financial Services
• 100 - 200 Employee

• Credit Manager

  • Sep 1998 - Jun 2001

  Tirana, Albania