Experience

Institutional Mortgage Capital

• Canada
• Financial Services
• 1 - 100 Employee

• Director of Fund Management and Investor Relations

  • Apr 2022 - Present

• Assistant Vice President

  • Mar 2021 - Apr 2022

• Fund Management Associate

  • Oct 2017 - Mar 2021



1832 Asset Management L.P. (a division of Scotiabank)

• Valuation Analyst

  • Jul 2016 - Sep 2017

  • Responsible for supporting the execution of 1832 Asset Management L.P. valuation functions for an assigned portion of Private Investments that includes in excess of 40 investments across a number of asset classes, including private equity, real estate, natural resources, infrastructure, and venture capital. • Interface with the Investment Division with respect to private investment valuations including:• Oversee the work prepared by junior valuation team members• Execute the quarterly review and update of 1832 Asset Management’s private investment valuation policies including recommending changes based on changes in best practice valuation guidelines and practices.• Any other ad hoc projects assigned by the front or back office.



Dynamic Funds

• Canada
• Financial Services
• 200 - 300 Employee

• Senior Portfolio Administrator

  • Apr 2014 - Jul 2016

  • Day to day working proficiency with Bloomberg, Charles River IMS, CGI MPower, Simcorp Dimension, Markit EDM, Microsoft Excel and other Office programs• Subject matter expert of security master (Listed and OTC derivatives, equities, bonds and private placements) and their impact on portfolios and company systems• Company security master Subject Matter Expert for system migration from CGI MPower to Simcorp Dimension as well as for onboarding of new international trading desks on to Charles River IMS• Implemented continuous improvement by identifying both large and small gaps and created BRDs for system improvements both within and between Charles River, CGI MPower, Markit EDM and Dimensions all within a continuous improvement framework• Daily exposure with price variance analysis and market value variance analysis of funds by identifying root causes of day over day breaks and implementation of fixes• Provided operational support to Portfolio Managers, Trading Desk, Performance Analytics, Compliance teams, & Fund Accounting teams• Mentored new hires in their learning and development for their new roles• Created new training program and manuals for all new hires• System issue investigation expert• Crystal reports management• Daily cash management for portfolio modelling accuracy and assurance



Scotiabank Global Banking and Markets

• Canada
• Banking
• 400 - 500 Employee

• Portfolio Administrator

  • May 2013 - Sep 2013

  Three consecutive summer employment opportunities.Duties included:Daily reconciliationSystem improvementSpecial ProjectsTrade Settlements Three consecutive summer employment opportunities.Duties included:Daily reconciliationSystem improvementSpecial ProjectsTrade Settlements



DundeeWealth Inc.

• Canada
• Financial Services
• 200 - 300 Employee

• Portfolio Administrator

  • May 2011 - Sep 2011