Joanie Babin, CFA

Chief Analyst - Responsible Investment at Banque Nationale Investissements
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Montreal Metropolitan Area, CA
Languages
  • French Native or bilingual proficiency
  • English Full professional proficiency
  • Spanish Elementary proficiency

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Credentials

  • Chartered Financial Analyst® (CFA) Charterholder.
    CFA Institute
    Apr, 2019
    - Nov, 2024

Experience

  • National Bank Investments
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Chief Analyst - Responsible Investment
      • Jan 2023 - Present

      Contribute to the development of an RI strategy Improve the ESG integration in our investment selection process Promote RI to advisors Contribute to the development of an RI strategy Improve the ESG integration in our investment selection process Promote RI to advisors

  • Innocap
    • Canada
    • Financial Services
    • 200 - 300 Employee
    • Senior Advisor
      • Jan 2022 - Dec 2022

    • Senior Analyst, Investment & Risk Management
      • Dec 2018 - Jan 2022

    • Analyst, Investment & Risk Management
      • Dec 2016 - Dec 2018

  • National Bank Financial
    • Montreal, Canada Area
    • Financial Analyst
      • Jan 2016 - Nov 2016

      Wealth Management Solutions - Developed tools helping portfolio managers optimize their practice; - Designed corporate presentations for the executive committee of National Bank Financial Wealth Management; - Gathered data and built a model to optimize the firm net income coming from mutual funds; Wealth Management Solutions - Developed tools helping portfolio managers optimize their practice; - Designed corporate presentations for the executive committee of National Bank Financial Wealth Management; - Gathered data and built a model to optimize the firm net income coming from mutual funds;

  • Travelers
    • United States
    • Insurance
    • 700 & Above Employee
    • Analyst
      • Sep 2014 - Aug 2015

      Contract surety: - Analyzed Financial statement of private and public companies - Wrote recommendations on appraisal of risks and solvency of clients and prospective clients Contract surety: - Analyzed Financial statement of private and public companies - Wrote recommendations on appraisal of risks and solvency of clients and prospective clients

Education

  • Université de Sherbrooke
    Bachelor of Business Administration (B.B.A.), Accounting and Finance
    2013 - 2016
  • Champlain College - Lennoxville
    DEC, Business Administration and Management, General
    2012 - 2013

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