Senior Associate - Equity Research
Scotiabank Global Banking & Markets
Total years of experience :7 years, 0 Months
•Worked closely with highly rated Research Analyst on the production of relevant and actionable research publications focused on North American Banks.
•Created and maintained detailed financial models by conducting primary research from industry and financial sources.
•Provided prompt and value-adding insights to institutional investors, as well as providing regular industry commentary to the firm's institutional equities sales and trading team.
•Provided research and financial analysis on clients within the Financial Institutions industry in addition to supporting senior bankers in managing client relationships.
•Produced timely and well-communicated recommendations to establish credit facilities, supported by thorough analysis and well-executed interpretation of relevant financial, industry and market information.
•Built and maintained relationships with CIBC Wholesale Banking marketers and traders through consistently providing timely responses to requests for credit facilities from the trading floor.
•Monitor the credit quality and global credit exposure of the team’s portfolio by remaining current with counterparties’ financial condition and economic trends as well as anticipating client hedging needs.
•Produced reports analyzing the efficacy of various hedging strategies related to product-specific Liabilities. Reports were used to select the strategy with the best cost-benefit.
•Selected as a lead analyst to design and implement the benchmarking of a block of liabilities for a mandate by the US Federal Government.
•Successfully completed a major role in a department-wide initiative to analyze and select over $1 Billion in Fixed Income securities to support a group of liabilities in the most efficient and profitable manner.
•Coordinated with associates to produce client presentations, term sheets and credit applications that met tight deadlines to assist Directors in the origination, structuring and execution of complex transactions.
•Conducted extensive cash flow analysis and stratification of various pools of assets to generate pricing and structuring decisions that were essential for the closure of major deals.
•Conducted due diligence visits to clients’ sites and reported findings to the bank’s risk group, which facilitated securing the funding needed to complete transactions.
•Effectively coordinated with the Director of Public Credit on analyzing financial statements of key companies, which was used to reach investment decisions.
•Developed company-specific credit profile reports, which assisted in monitoring credit standings of current and potential portfolio investments.
•Produced a report analyzing historical CMBS deals and outlined relationship between deal characteristics and spread; Portfolio manager supported investment decisions with report’s analysis.
•Developed credit-analysis report on current and potential clients in the automotive industry to aid senior management in establishing credit agreements.
•Performed extensive research to short-list group of top Canadian equity portfolio managers based on performance and risk characteristics over the past decade. Presented findings to the pension fund committee for evaluation purposes, at their annual meeting.
,
MBA