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caledonia, canada
It's currently 8:28 PM here
Joined February 27, 2016
0 Recommendations
Paul E.
@EaglesIII
1.0
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caledonia, canada
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Jobs Completed
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On Budget
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Experienced & dependable analyst you can count on
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Portfolio
Portfolio
Example Corporate Level Business/Project Plan
Example Business Plan (Long)
Example ProForma Financials
Example Corporate Level Business/Project Plan
Example Business Plan (Long)
Example ProForma Financials
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$30.00 USD
Data Processing
Data Entry
Excel
•
Experience
Business Development & Project Manager
Jan 2015 - Dec 2015 (11 months, 1 day)
Full commercialisation of a new innovative product. From initial planning, to the full business plan, financial modelling, marketing plan, budget preperation, marketing research, product positioning, product pricing research, all the way through to securing logistics providers, contracting distributors, hiring sales staff, marketing, website development, product sales brochures, and ultimately some sales after product launch.
Student Chair & Lead Portfolio Manager
Apr 2014 - Mar 2015 (11 months, 1 day)
Sector focus: Industrials & Healthcare/Biotech
Primary Indicators: GDP, CPI, PMI, Avg Hourly Wages, M&A activity
Chair Team liaison (PM’s, RA’s, Professors & External Advisory Board)
PM Timely investment decisions, Portfolio strategy, Company & industry research reports, Financial models
Twice weekly meetings; Bottom-up research reports; Equity Pitches , Portfolio & sector strategy; Risk
Investment Analyst
May 2014 - Aug 2014 (3 months, 1 day)
- Quantitative & qualitative portfolio analyses (style, performance)
- Collection, calculation and verification of data
- Manager monitoring projects
- Client report preparation (monthly, quarterly performance)
- Support of new business generation
Education
Bachelor of Business Administration; Finance Concentration
(4 years)
Qualifications
Canadian Securities Course
Canadian Securities Institute (Moody's Analytics)
2015
Industry Benchmark Financial Services Certification
- The Canadian securities industry and the regulatory environment
- Market and economic events impacting investment performance
- Financial instruments: fixed income, equities, managed products, structured products, fee based accounts and derivatives
- Company, industry and market performance/analysis
- The portfolio management process and asset allocation
- Industry standards of conduct and the code of ethics
- The institutional marketplace
Financial Modelling Fundamentals
Breaking Into Wall Street
2016
Online Financial Modelling Training Program
-Case Study; 3-statement projections; historical trends & market data; Investment decision
-Calculate metrics and multiples such as Enterprise Value, EV/EBIT, EV/EBITDA, & EV/IC; Compared to public comps, concluded over/under-valuation
-Accretion/dilution analysis; Income & Balance Sheet combo, debt payoff schedule, & synergies
-LBO model with support for 6 tranches of debt & store-level revenue and expenses; Recommendation of investment using IRR
Excellence with Excel
Breaking Into Wall Street
2016
Online financial modelling training program:
- Awarded Excellence with Excel Certification with score above 90%
- Learned key Excel shortcuts and features for navigation, formatting, formulas, and graphs and charts
- Mastered financial, logical , lookup, database, and array functions
- Used VBA, macros and user-defined functions (UDFs) to format data
- Wal-Mart operating model and valuation, and customer / sales rep due diligence data
Publications
SNC-Lavalin: New Management And Re-Focused Efforts = 30% Upside
Seek Alpha
Investment thesis:
Highlights
Company overview
Segments
Management effectiveness
Outlook & Catalysts (Industry, economic)
Competitive landscape
Financials & Fundamentals (Pros, Cons)
Valuation
Institutional ownership
Conclusion
Air Canada: Undervalued, Growing Airline With At Least 50% Upside
Seeking Alpha
Investment Thesis:
Highlights
Company overview
Management & Performance
Segmented Operations
SWOT
Competitors
Industry Profile
Financial Metrics Analysis ( Fundamentals, stock performance, valuation)
Conclusions
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