Senior Debt Surveillance Officer

• 2017 - Present

Fixed Income Portfolio Manager

• 2007 - 2016

Managed a $500 million US dollar Total Return fixed income portfolio. Recent 1 year performance resulted in a $3.5 million dollar return.Conducted credit analysis on prospective investments and followed macroeconomic research to identify relative value and improve portfolio performance.Managed and monitored a $350 million dollar book of long USD/CAD forwards (25 years) and negotiated ISDA/CSA agreements on behalf of the organization to reduce counterparty risk.

Investment Analyst

• 2004 - 2007

Managed the Money Market segregated funds which were ranked first quartile by Morningstar and Fund Data.Managed Canadian and US money market exposures to ensure all liquidity requirements were met.Designed and created a return attribution model that aided in the management of the Canadian fixed income portfolio.Conducted Public-Private Partnership (P3’s) deal analysis and provided recommendations to the Assistant Vice President of fixed income on potential investment opportunities.

Financial Auditor

• 2003 - 2004

Conducted audit reviews of various functional units within the organization. Assessed department operations for weakness and control breaks.Developed and documented interim observations that addressed operational deficiencies identified during the audit.Prepared audit working papers and reports that documented audit testing results.Assisted external auditors with regulatory work assignments.