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Isabelle Menard
Portfolio Manager & Head of Risk and Portfolio Optimization at Telfer Capital Fund
Portfolio manager and risk optimization expert with finance background.
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Location
Ottawa, Ontario, Canada, CA
Bio
Generated by
Topline AI
Isabelle Menard is a seasoned finance professional with experience in portfolio management, equity analysis, and risk optimization. She holds a Bachelor of Commerce degree from the University of Ottawa and has worked with top companies including Telfer Capital Fund, Investa Insights, and BMO Capital Markets.
Credentials
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Investment Banking Virtual Simulation
CitiAug, 2023- Apr, 2026
Experience
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Canada
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Investment Management
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1 - 100 Employee
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Portfolio Manager & Head of Risk and Portfolio Optimization
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Apr 2024 - Present
Healthcare
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Equity Analyst
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May 2023 - Present
Healthcare
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Junior Analyst
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Jan 2023 - Apr 2023
Natural Resources
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Portfolio Manager
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Oct 2023 - May 2024
Placed first in national intercollegiate stock pitching and LBO competition
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BMO Capital Markets
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Toronto, Ontario, Canada
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Global Markets Analyst
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Jan 2024 - Apr 2024
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Toronto, Ontario, Canada
FX CSS
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Hendry Warren LLP
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Ottawa, Ontario, Canada
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Staff Accountant
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Jan 2023 - Apr 2023
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Ottawa, Ontario, Canada
Tax Department
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Education
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2021 - 2025Telfer School of Management at the University of Ottawa
Bachelor of Commerce - BCom, Finance -
2020 - 2021
Allegheny College
Bachelor's degree, Chemistry -
2016 - 2020
Athens Area High School
High School Diploma, 4.0
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Management”
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