Jean-Philippe Cadieux, M.Sc., CFA

Senior Manager, Governance & Private Investment Solutions at Banque Nationale Investissements
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Contact Information
us****@****om
(386) 825-5501
Location
CA
Languages
  • French Native or bilingual proficiency
  • English Native or bilingual proficiency

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Bio

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Credentials

  • CFA
    CFA Institute
    Apr, 2013
    - Nov, 2024

Experience

  • National Bank Investments
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Senior Manager, Governance & Private Investment Solutions
      • May 2019 - Present

      Leads a team of highly skilled professionals covering all governance aspects of our business unit.Acts as business unit operational risk manager.Manages relationship with IT and Ops partners.Represents business unit on various governance committees from compliance & legal to project management.Leads private investments initiatives.

    • Product Manager, Investment Product Management
      • Feb 2015 - May 2019

    • Product Officer, Investment Solutions NBF, NBT and 1859
      • Oct 2012 - Feb 2015

      Takes part in the product management of every investment solutions offered at National Bank Financial, National Bank Trust and Private Wealth 1859. This include research & development, marketing, operations, sales, profitability analysis, and other related activities.Takes part in the management of the business relationship between National Bank and external portfolio managers, both retail and institutional.

    • Senior Analyst, Investment Solutions
      • Dec 2010 - Oct 2012

      Took part in external portfolio managers' due diligence. Represented National Bank Financial Group with all portfolio managers. Met around 200 different investment teams.

  • HEC Montréal
    • Canada
    • Higher Education
    • 700 & Above Employee
    • Teaching and Research Assistant
      • Sep 2008 - Dec 2010

      Coached HEC Montreal's team for the Global Investment Research Challenge 2011Created teaching material for Finance - Specialized Graduate Diplomas (D.E.S.S.)Participated in educational activities with DESS studentsParticipated in exams and homeworks preparation and correction

    • Lecturer
      • Sep 2009 - Dec 2009

      Teach a mandatory course for undergraduate program in FinanceTeaching evaluation ratings above average

  • HR Strategies
    • Analyst Internship
      • Aug 2010 - Sep 2010

      Participated in hedge fund manager research and due diligence Participated in hedge fund manager research and due diligence

  • Investissements AccèsCible
    • Founder and Analyst
      • Jul 2009 - Aug 2010

      Investissements AccèsCible is an investment club Performed market and stock analysis for actual and future holdings in the fund Investissements AccèsCible is an investment club Performed market and stock analysis for actual and future holdings in the fund

  • Fiera YMG Capital
    • Portfolio Administrator
      • May 2007 - Aug 2008

      Participated in Fund accounting and back-office related activities. Participated in Fund accounting and back-office related activities.

  • Financière Banque Nationale
    • Intern - Portfolio Management
      • Jun 2007 - Aug 2007

      Standardized and analyzed performance results of private wealth management accounts. Authorized Investment Advisors' transactions in their discretionary managed account. Standardized and analyzed performance results of private wealth management accounts. Authorized Investment Advisors' transactions in their discretionary managed account.

  • Henry Company
    • United States
    • Wholesale Building Materials
    • 200 - 300 Employee
    • Accounting analyst
      • May 2006 - May 2007

      Participated in month end activities Analyzed plant inventories + shipping delays Managed stock levels for Lachine and Scarborough's plants Participated in month end activities Analyzed plant inventories + shipping delays Managed stock levels for Lachine and Scarborough's plants

Education

  • CFA Institute
    Chartholder, 2013
    2009 - 2013
  • HEC Montréal
    M.Sc, Finance
    2008 - 2010
  • Canadian Securities Institute
    Canadian Securities Course (CSC), Conduct & Practices Handbook Course (CPH)
    2008 - 2008
  • HEC Montréal
    BAA, Finance
    2005 - 2008

Community

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