Jason Bartscher

*** ***** *******

Kitchener, ON N2M 3Y5

Telephone : 519-***-****

Email : ace2je@r.postjobfree.com

Profile

I am a motivated and hardworking professional who has dedicated

myself to lifelong learning. This can be demonstrated by my

academic achievements as well as my goal of completing the CFA

program in the next 3 years. I am seeking a career that will

provide a challenge and allow me to use my analytical,

quantitative, and problem-solving skills. I work well in a team

or independently and thrive under pressure.

Key Accomplishments

Increased company revenue by 30% through the acquisition of new

accounts.

Demonstrated the ability to reduce our cost structure by 19-23%

Through analysis and recommendations, held a 95% corporate

compliance rate among branches.

Completed analysis of mass block trades to ensure a smooth

transition during the merger of Addenda Capital Inc. and The Co-

operators investment division.

Compiled and presented data necessary to acquire Provincial

Accreditation.

Skills and Capabilities

Able to apply quantitative methods to interpret raw data and

establish a relationship.

Proficient in determining the cost of capital and project

selection.

Experienced in the use of pricing models including CAPM and

various discount models.

Efficiently perform market research and competitive analysis.

Skilled in the development and execution of marketing plans and

strategies.

Able to efficiently analyze and interpret financial statements

including: Balance Sheets, Income Statements, Statement of

Retained Earnings, and Cash Flow Statements.

Familiar with compliance related to the Federal and Provincial

rules and regulations of the financial industry.

Experienced in the following software: Microsoft Office,

Ingenium, Simply Accounting, Thompson One and Bloomberg.

Efficiently perform office tasks and effectively interact using

excellent written and oral communication skills.

Education

2013-present CFA Institute

Toronto, ON

*Level 1 Candidate

2011-2011 Canadian Securities Institute

Toronto, ON

*Completed the CSC and CPH courses

2006-2011 Athabasca University

Athabasca, AB

Bachelor of Administration - Management

Concentration

2005-2005 Canadian Association of Insurance and Financial

Advisors Toronto, ON

*Completed the Life License Qualification

Program (LLQP).

*Updated in 2010.

2000-2003 Fanshawe College

London, ON

Business Insurance Program/Financial Services

Program

*Fast-tracked 2 programs simultaneously.

Professional Experience

2013-2014 Greenwin Inc.

Waterloo, ON

Leasing Specialist (K-W Region)

-Responsible for the leasing of suites with

qualified tenants.

-Develop and manage print and e-marketing

campaigns to build awareness.

-Work with Senior Management to ensure assets

are available for market.

-Perform thorough reference checks and ensure

credit checks are completed.

-Maintain all tenant information in accordance

with privacy regulations.

2011-2013 Zehr Transport Ltd.

Ingersoll, ON

2000-2004* Business Development Specialist

-Through research and market analysis,

determine our ideal target market.

-Analysis of cost structures to determine our

offering price and sustainable margins.

-Develop, manage and monitor marketing and e-

marketing plans to build awareness and increase business.

-Maintain our client base through ongoing

customer-service and strive towards process improvements.

-Various duties during summer employment while

in school.

2010-2011 Forest Grove Care Centre

Calgary, AB

Auditor (Contract)

-Conduct internal audit for all union and non-

union employees.

-Compile and analyze all available data, noting

any discrepancies.

-Determine any amounts owing to employees or

Forest Grove Care Centre.

-Employed on a contract basis for the purpose

of conducting audit.

2008-2010 Addenda Capital Inc,

Guelph, ON

Securities Administrator

-Analyze daily equity, fixed income and money

market trades to ensure they are in good order.

-Instruct money managers on daily short-term

cash requirements.

-Advise money managers of any movements in Net

Asset Value.

-Reconcile Pooled Funds daily.

-Reconcile all assigned accounts monthly.

-Reconcile holdings of assigned accounts

monthly.

-Provide monthly financial statements to

clients.

2007-2008 London Life Insurance

London, ON

Audit Specialist (Contract)

-Compile branch data with the use of

questionnaires.

-Analyze and conduct branch market conduct

audits to ensure compliance with Anti-money

Laundering and Privacy Laws.

-Analyze Marketing material to ensure they are

compliant with corporate policies.

-Ensure advisors are following Federal and

Provincial legislation and regulations.

-Ensure legislative changes are implemented

accordingly.

-Work closely with senior management and the

legal department.

References available upon request

Contact this candidate