Simon Genich
Junior Financial Analyst at City of Oshawa- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Passed CFA Level 1
CFA InstituteMar, 2023- Nov, 2024
Experience
-
City of Oshawa
-
Canada
-
Government Administration
-
400 - 500 Employee
-
Junior Financial Analyst
-
Jul 2023 - Present
-
-
-
Ontario Tech University
-
Canada
-
Higher Education
-
700 & Above Employee
-
Research Assistant
-
Feb 2023 - Present
-
-
Teaching Assistant
-
Jan 2023 - Jul 2023
Teaching Assistant for International Finance BUSI3480 which is a course offered for third and fourth year students.
-
-
Teaching Assistant
-
Aug 2022 - Dec 2022
Teaching Assistant for Corporate Finance (BUSI 2401U). Duties include leading tutorials to solve problems in an effective manner and communicating with students.
-
-
-
BMO Capital Markets
-
Canada
-
Investment Banking
-
700 & Above Employee
-
Fixed Income Trade Desk Support Analyst
-
May 2022 - Aug 2022
Provided support and delivered operational processes to ensure timely and accurate processing of securities and trade transactions are booked correctly in systems for clean downstream settlement. Provided guidance and execution in the support and booking of new strategies, and daily capture of transactional information to support downstream analytics and financial accounting processes. Supported the maintenance of appropriate governance and controls over the trade capture process. Communicated with internal and external clients like hedgefunds, pension funds, and asset management firms to perform trades and prepare for settlement by confirming and allocating trades. Developed a good understanding of Bloomberg to price and confirm fixed income securities. Show less
-
-
-
TD
-
Canada
-
Banking
-
700 & Above Employee
-
Customer Experience Associate
-
Oct 2019 - Mar 2022
My time as a CEA involved handling customer transactions efficiently by following TD compliance and industry-wide guidelines. During my time at the bank, I have also made it my sole responsibility to deliver a legendary experience to every customer by seeing where TD products can help them financially and their overall well-being! On the frontline, I have been the best seller in terms of units sold and also help train new employees using the software to conduct transactions and be a role model for them. Show less
-
-
-
IG Wealth Management
-
Canada
-
Financial Services
-
700 & Above Employee
-
Summer Intern
-
Jul 2019 - Aug 2019
Developed an extensive understanding of the financial planning process and client on-boarding system. Developed an extensive understanding of the financial planning process and client on-boarding system.
-
-
Education
-
Ontario Tech University
Bachelor's degree, Finance