Experience

• 

  Intelligo Partners

  • Toronto, Ontario, Canada

  • Senior Consultant

    • May 2023 - Present
    • Toronto, Ontario, Canada

    Intelligo Partners is a management & technology consulting firm specializing in the implementation of investment management systems for asset and wealth management firms. We deliver end-to-end business and systems solutions across the areas of portfolio management, order management, trade execution/settlement, performance & risk, accounting, compliance, reporting, and data management. Experience managing large project deliveries with my business domain expertise, and knowledge of both the inner workings of an asset management firm and vendor product suites.Looking to help clients with large scale platform implementations, vendor evaluations, strategic roadmap development, custom application development, and change management.

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  1832 Asset Management LP

  • Toronto, Ontario, Canada

  • Portfolio Analyst

    • Jan 2023 - Apr 2023
    • Toronto, Ontario, Canada

    1832 Asset Management L.P. is a limited partnership, the general partner of which is wholly owned by Scotiabank. The Quantamental & Derivatives team at 1832 Asset Management L.P. predominantly covers a large range of U.S.centric large and mid-cap listed equities, the Portfolio Analyst will have the opportunity to:- Work with the Quantitative & Derivatives Portfolio team to generate both long- and short-term trade ideas expressed using both equities and equity derivatives.- Expand knowledge beyond traditional fundamental analysis and modelling and learn about quantitative techniques, derivatives analysis and trading, risk and portfolio management.- Generate and maintain proprietary analysis on the sector(s) and the companies initially assigned with potential to expand into other sectors.

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  CI Global Asset Management

  • Canada
  • Investment Management
  • 700 & Above Employee

  • Director, Portfolo Operations

    • Aug 2021 - Jan 2023

    - Lead a team providing daily end-to-end operational support to all portfolio management groups within CI GAM.- Act as an escalation point of contact for the portfolio management teams.- Provide guidance and assistance to the other team members, to help build the depth and breadth of skills and knowledge on the team.- Lead portfolio transitions and other operational projects. Helping to coordinate with all groups to manage the planning, execution, and post go live phases successfully.- instrumental in driving the centralization of trade management within CI GAM.

  • Manager, Portfolio Operations

    • Mar 2020 - Jul 2021

    - Oversee a team providing daily end-to-end operational support to all portfolio management groups within CI.- Act as an escalation point of contact for the portfolio management teams.- Provide guidance and assistance to the other team members, to help build the depth and breadth of skills and knowledge on the team.- Investigate and resolve both simple and complex price and/or NAV discrepancies.- Proactively identify and implement opportunities and enhancements to improve processes.- Proactively research and validate multiple corporate action events for multiple markets across a diverse range of portfolios.- Manage collateral and counterparty exposures for all derivative instruments traded by the CI portfolio management teams.

  • Senior Portfolio Trading Associate

    • Mar 2019 - Mar 2020

    - Provide daily trading operations support from end-to-end, to all Portfolio Management groups within CI.- Key contact for the portfolio management teams.- Provide guidance and assistance to the other team members, to help build the depth and breadth of skills and knowledge on the team.- Communicate trade allocations across all markets to brokers, custodians and clients where necessary, verifying trades settle on time and research and correct any trade discrepancies.- Work with brokers and custodians globally on international trade settlement issues in several markets.- Act as an escalation point of contact for post trade settlement discrepancies.- Investigate and resolve both simple and complex price challenges.- Proactively identify and implement opportunities and enhancements to improve functions.- Monitor daily reconciliations between various internal and external systems.- Proactively research and validate multiple corporate action events for multiple markets across a diverse range of portfolios.- Manage collateral held at counterparty, brokers and custodians.-Maintain team procedures and provide regular management reporting.- Act as a point of contact for simple and complex instruments for downstream Performance and Risk applications tools.

  • Portfolio Trading Associate - Alternative Investments

    • Apr 2017 - Mar 2019

    Responsible for the coordination and effectiveness of all systems and parties relating to trade support functions, focusing on derivatives and alternative investments. Includes supporting derivatives trading and settlement, collateral management, and derivative securities performance valuation. Also responsible for Corporate action administration and research. Involves close communication with brokers, CI’s portfolio management teams and traders, CI’s custodians, fund accounting, traders and governance.

  • PIM (Private Investment Management) Processing Specialist

    • Jan 2016 - Apr 2017

    • Processed daily financial and non-financial requests relating to the PIM product for clients• Monitored weekly transaction volume from Sun Life and other dealers into the PIM product• Responsible for reconciliation of missed fee reports and testing that the fees paid to dealers are correctly applied• Assisted in the training of new team members on the operating systems and PIM product• Actively taking part in the testing of the Tiered AF product and systems

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  PGA Tour Latinoamerica

  • Professional Golfer

    • Jan 2015 - Apr 2015

    Gained status at Q School this past January for the 2015 PGA Tour Latinoamerica season in South America.

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  Professional Golf

  • Ontario, Canada

  • Professional Golfer

    • 2010 - 2014
    • Ontario, Canada

    Played professionally on various Professional Golf Tours in Ontario. These tours and tournaments include: PGA Tour Canada, The Great Lakes Tour, The Mandarin Tour, and the 2012 RBC Canadian Open (PGA Tour)

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  The Warranty Group

  • Greater Chicago Area

  • Financial Intern - Audit Group

    • Dec 2009 - Jan 2010
    • Greater Chicago Area

    • Prepared company financial statements and forecasting reports• Assisted with year end financial audit• Analyzed auto warranty data for price fluctuations