Zach Alderdice, CFA

Equity Analyst at Cardinal Capital Management, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Winnipeg, Manitoba, Canada, CA

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Aug, 2022
    - Nov, 2024

Experience

  • Cardinal Capital Management, Inc.
    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Equity Analyst
      • Oct 2022 - Present

    • Equity Research Associate
      • Jan 2020 - Oct 2022

      • Conduct valuation analyses based on qualitative characteristics and quantitative analysis, including relative valuation (comparable companies and precedent transaction analyses )and financial modeling.• Initiated coverage on multiple Fortune 500 companies developing a complete initiation report, valuation model and investment recommendation.• Successfully engage in discussions with C-level management as a key research tool in the investment recommendation process.

    • Equity Research Associate - Intern
      • Sep 2017 - Dec 2019

      • Support the Industrial and Technology Analyst in covering the relevant stocks in her coverage universe.

  • University of Manitoba Investment Group (UMIG)
    • Canada
    • Investment Management
    • Vice President of Corporate Relations
      • May 2018 - May 2019

  • Manitoba Liquor & Lotteries Corporation
    • Canada
    • Gambling Facilities and Casinos
    • 300 - 400 Employee
    • Summer Student
      • May 2017 - Aug 2017

      Efficiently engaged with end-users to develop a contract management tool to measure the success of contracts and identify areas requiring immediate attention. Efficiently engaged with end-users to develop a contract management tool to measure the success of contracts and identify areas requiring immediate attention.

  • Government of Manitoba
    • Canada
    • Government Administration
    • 700 & Above Employee
    • Accounting Assistant
      • May 2016 - Aug 2016

      • Led the communication between the division and clients regarding the postal disruption providing accurate information to those affected. • Demonstrated strong analytical skills through the assessment of large quantities of data in Excel and SAP to create reports for management. • Led the communication between the division and clients regarding the postal disruption providing accurate information to those affected. • Demonstrated strong analytical skills through the assessment of large quantities of data in Excel and SAP to create reports for management.

Education

  • CFA Institute
    Charterholder
    2019 - 2022
  • University of Manitoba
    Bachelor of Commerce (B.Com.), Finance, International Business
    2015 - 2019
  • University of Plymouth
    Bachelor's degree, International Business
    2018 - 2018
  • St Paul's High School
    High School Diploma
    2011 - 2015

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