Experience

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  iA Capital Markets

  • Toronto, Ontario, Canada

  • Investment Banking Analyst

    • Mar 2022 - Present
    • Toronto, Ontario, Canada

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  Avenir Hospitality

  • United States

  • Private Equity Analyst

    • Jan 2021 - Mar 2022
    • United States

    • Conducted extensive LBO models to determine returns predicated on various assumptions and drafted presentation materials to distribute to investment committee resulting in the firm proceeding with acquisitions• Selected Transaction Experience:o Sponsor’s $7.00M acquisition of Cannon Beach based hotel company▪ Benchmarked revenue metrics with competitors and concluded that management was underperforming the industry presenting 27% top-line growth opportunity bolstering the firm’s investment convictiono Sponsor’s $6.50M acquisition of Nevada based hotel company▪ Analyzed target’s historical financials and identified areas where the firm can be more disciplined in terms of costs to reduce operating expenses by 600bps driving an investment decision by the firm

• 

  IG Private Wealth Management

  • Montreal

  • Summer Portfolio Analyst

    • May 2019 - Aug 2019
    • Montreal

    • Analyzed mutual funds and other securities in over 300 client portfolios regarding performance, composition, and fees to determine if the holdings were consistent with investors’ risk tolerance and investment horizon• Established an optimal standardized investor portfolio allocation model for $500M in AUM, by selecting the best-performing diversified mutual funds (country, value vs growth, and fixed income) and adapting to risk tolerance• Recruited five clients worth above $500k each by organizing meetings with prospective clients and effectively adapting the presentation of services on a case by case basis

• 

  BMO Financial Group

  • Toronto, Canada Area

  • Summer Risk Management Analyst

    • May 2018 - Aug 2018
    • Toronto, Canada Area

    • Prepared reports about the firm’s liquidity position for regulatory, management and financial reporting purposes• Generated an excel model to assess the significance of regulatory returns and set the level of due diligence required• Assisted in executing and proposing supplemental controls relevant to the preparation of quarterly financial statements, demonstrating an ability to perform effective due diligence through paying strong attention to detail