Head of Alternative Investments

• Sep 2022 - Present

Manager of Investments

• Mar 2018 - Sep 2022

Strategic planning, dividend policies, industry analysis, M&A valuation and due diligence, public & private investment opportunities evaluated at the parent company level with recommendations provided to senior management and the JRSL board. Assist associated investment committees in the management of pension assets and insurance company float (asset allocation, currency risk management, performance measurement, etc.). Strategic planning, dividend policies, industry analysis, M&A valuation and due diligence, public & private investment opportunities evaluated at the parent company level with recommendations provided to senior management and the JRSL board. Assist associated investment committees in the management of pension assets and insurance company float (asset allocation, currency risk management, performance measurement, etc.).

Associate Manager - I.G. Investment Management

• Jun 2016 - Feb 2018

Monitor Bank of Canada & FED activity, macroeconomics and associated impacts on short term rates; money market & bond trade analysis and execution; credit analyses performed on various companies.

Financial Analyst

• Nov 2012 - Jun 2016

Mortgage funding through various securitization/sale structures & associated valuations; risk management via interest rate swaps; asset liability management.

Cash Management Analyst

• Jun 2010 - Nov 2012

Cash forecasting, variance analysis, and foreign exchange trading.