Jonathan Cadet, M.Sc., CFA
Investment Analyst at Tonus Capital- Claim this Profile
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English Full professional proficiency
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French Native or bilingual proficiency
Topline Score
Bio
Credentials
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Chartered Financial Analyst (CFA)
CFA InstituteAug, 2021- Oct, 2024 -
Registered Representative – Institutional
Canadian Securities Institute (CSI)Mar, 2018- Oct, 2024
Experience
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Tonus Capital
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Canada
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Investment Management
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1 - 100 Employee
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Investment Analyst
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Apr 2021 - Present
- U.S. Small Cap Equity Fund - Responsible for the fundamental analysis and monitoring of portfolio companies. - Responsible for new investment opportunities. - U.S. Small Cap Equity Fund - Responsible for the fundamental analysis and monitoring of portfolio companies. - Responsible for new investment opportunities.
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FINMETRIX INC.
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Canada
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Financial Services
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1 - 100 Employee
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Financial Analyst
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Nov 2020 - Apr 2021
• Development of hedging policy in terms of financial risk management for firms in various industries to hedge their FX, interest rates and commodities exposures; • Analysis and monitoring of hedging strategies; • Implementation of statistical tests on financial data and on various hedging strategies (Backtesting, Simulation, Benchmarking, Sensitivity Analysis) in order to make recommendations; • Enhancement of financial risk management systems • Development of hedging policy in terms of financial risk management for firms in various industries to hedge their FX, interest rates and commodities exposures; • Analysis and monitoring of hedging strategies; • Implementation of statistical tests on financial data and on various hedging strategies (Backtesting, Simulation, Benchmarking, Sensitivity Analysis) in order to make recommendations; • Enhancement of financial risk management systems
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Heward Investment Management Inc.
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Canada
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Investment Management
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1 - 100 Employee
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Equity Research Associate
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Nov 2019 - May 2020
-Analyze investments -Keep track of companies covered -Issue Quarterly and Annual reports review -Screen for new investment opportunities -Circle of competence: Banks, Insurance, Diversified Financials, Utilities, REITs -Analyze investments -Keep track of companies covered -Issue Quarterly and Annual reports review -Screen for new investment opportunities -Circle of competence: Banks, Insurance, Diversified Financials, Utilities, REITs
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Casgrain & Company Limited
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Canada
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Financial Services
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1 - 100 Employee
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Capital Market Analyst
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Apr 2018 - May 2019
• Identifying terms and conditions for an issuer’s financing as well as the most favorable market timing• Assisting by providing regular updates following the launching of fixed income securities• Ensuring that investors and issuers are kept abreast of current conditions in corporate credits, infrastructure and preferred share market• Creating financial model analyses• Producing and maintaining various databases
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Institutional Sales Trader
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Nov 2017 - Apr 2018
• Servicing clients through conventional channels and electronic trading platforms • Providing investment ideas to institutional investors and executing their trades • Supporting issuers in the primary market by distributing allocated participations of fixed income securities
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Foothill College
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United States
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Higher Education
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500 - 600 Employee
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Accounting Teaching Assistant
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2013 - 2014
Teaching labs, tutorials, and courses in Financial and Managerial Accounting (Intermediate and Advanced) Teaching labs, tutorials, and courses in Financial and Managerial Accounting (Intermediate and Advanced)
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Education
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2016 - 2018
HEC Montréal
Master of Science (M.Sc.), finance -
2014 - 2016
Concordia University - John Molson School of Business
Bachelor of Commerce - BCom, Finance, General
Community
