Experience

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  iA Capital Markets

  • Toronto, Ontario, Canada

  • Institutional Equity Sales

    • Jan 2023 - Sep 2023
    • Toronto, Ontario, Canada

    Founded in 1892, iA Financial Group (TSX: IAG) is one of the largest insurance and wealth management groups in Canada. The company manages over $190 billion in assets.

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  BMO Capital Markets

  • Toronto, Canada Area

  • Institutional Equity Sales - Mining Specialist

    • Apr 2018 - Sep 2022
    • Toronto, Canada Area

    - Focused in providing value-added insights and actionable investment ideas to investors- Generated buy-side ‘votes’ that drove commission dollars across multiple leading accounts- Established an extensive network with C-suite Executives across small and large cap companies- Provided regular feedback to partners in Investment Banking, ECM and Equity Trading

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  Credit Suisse

  • Toronto, Canada Area

  • Institutional Equity Sales - Materials Sector Specialist

    • Feb 2017 - Apr 2018
    • Toronto, Canada Area

    - Client facing role with high visibility both internally and externally - Leveraged Credit Suisse’s unique global product and to provide daily content to buy-side investors on factors driving stocks in Canadian and global markets - Work closely with Research, Sales, Trading and Capital Markets while developing and fostering important buy-side and corporate client relationships

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  RBC Global Asset Management

  • Toronto, Canada Area

  • Analyst, Global Equities

    • Jan 2014 - Sep 2015
    • Toronto, Canada Area

    - provided timely and thoughtful insights on the global material and industrial sectors to multiple Portfolio Managers investing in Canada, the U.S. and international equity markets- generated investment ideas based on company and industry analysis, fundamental research, technical analysis and quantitative screens - high percentage of ideas added to funds- formulated and proposed target weights to RBC’s Investment Strategy Committee each quarter for the global materials and industrial sectors

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  RBC Capital Markets

  • Canada
  • Investment Banking
  • 700 & Above Employee

  • Equity Research Mining Analyst - Base Metals & Bulk Commodities

    • 2009 - 2013

    - as part of RBC's global base metals team, I was responsible for covering the Canadian bulk commodity sector and managing this platform- communicated investment recommendations and developed strong relationships with institutional clients and internal sales & trading teams- hosted conferences, authored thematic reports, published weekly commentary and provided ongoing analysis and company/sector coverage

  • Equity Research Associate Analyst

    • 2007 - 2009

    - responsible for primary research coverage of three companies with combined market capitalization of +$10 billion in late 2007- leading firm-wide vote recipient in 2008 from one of RBC's key institutional clients- conducted mine site visits and participated in Analyst tours to undertake due diligence - travelled to the United States, Cuba, Sweden, Ireland, Portugal and various locations in Canada

  • Equity Research Associate - Base Metals

    • 2004 - 2007

    - supported senior base metals Analyst with coverage of large and mid-cap base metals universe- built detailed DCF models, integrated databases and marketing packages- drafted company comments and initiation reports

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  Barrick Gold Corporation

  • Toronto, Canada Area

  • Portfolio Analyst

    • 2000 - 2001
    • Toronto, Canada Area