Home Health Management

AZIZ KABBAJ

*** **** **** ****** *** **R • New York, NY • ****.******@****.********.** • +1-646-***-****

EDUCATION

Rotman Commerce, University of Toronto; Honors Bachelors of Commerce (Toronto, ON) Graduated June 2014

Specialist in Finance and Economics / Specialist in Management

Investment Banking Institute (Toronto, ON) Feb. 2013 - Mar. 2013

Performed company valuations utilizing (i) comparable public company analysis, (ii)

precedent transactions analysis and (iii) discounted cash flow (DCF) analysis

Rabat American School; International Baccalaureate (Rabat, Morocco) Graduated May 2010

PROFESSIONAL EXPERIENCE

Lyxor Asset Management – Societe Generale Group, Hedge Fund Research Analyst (New York, NY) Aug. 2014 - present

Participated in modeling an Equity L/S hedge fund proposal for a large multi-billion pension mandate

Maintaining Lyxor’s fund database of over 18,000 names along the Paris middle office and initiated

its integration with the Foliometrics software for all invested and prospective funds

Building and analyzing peer groups and risk sensitivity analyses utilizing proprietary resources

Supporting the research team with reporting, investment follow ups as well as coordinating the

timely distribution of the team’s investment recommendations and aiding with organizational efforts

Purpose Investments, Part-time Analyst (Toronto, ON) Dec. 2013 - June 2014

Obtained knowledge on ETFs and Mutual Funds in order to provide comprehensive analysis for the

firm that launched Canada’s first hedged equity ETF (ticker – PHE:CN) and corporate class structure

Tasked by the VP of product development to search out profitable ETF funds to acquire i n an attempt

to increase the company’s scope by projecting future cash flows and comparing it to the expenses

Utilized Bloomberg and online resources to obtain historical data of indices and securities to create

comparison charts and graphs (performance, correlation, standard deviation, holdings, weightings)

Independent Consultant for a Leading Private Healthcare Company, Contract (Toronto, ON) Feb. 2014 - May 2014

Performed market due-diligence as well as company screening in the home health care industry for a

leading private healthcare company located in downtown Toronto

Northwestern Mutual Nemec Financial Group, Insurance and Financial Services Intern (New York, NY) June 2013 - July 2013

Designed and led marketing campaigns targeting potential Long Term Care clients as well as

prospective Life Insurance clients leading to the renewal or formation of over 20 policies

Merrill Lynch Bank of America, Wealth Management Intern (Alexandria, VA) June 2012 - Aug. 2012

Worked under a SVP of Investments and assisted with equity research, daily operations and client

management where I established positive relatives with prospective clients worth over $50M

EXTRACURRICULAR/VOLUNTEER EXPERIENCE

Executive Committee, Director of Membership Services – Young Canadians in Finance (New York, NY) Nov. 2014 - present

Promoting network building, inter-disciplinary education and active collaboration in New York

Tri-Campus St. George Red/Victoria College Division 1 Soccer (Toronto, ON) Oct. 2010 - May 2014

Scouted with the Victoria divisional 1 team and then selected for the Tri -campus team

Summer Volunteer, Hassan II Foundation for Handicaps (Rabat, Morocco) July 2011 - Aug. 2011

Provided necessitous handicaps in south Morocco with proper diagnosis for their conditions and

ultimately tailored prosthesis to their illness aiding almost 1,000 beneficiaries

SKILLS

Languages: Fluent in French, conversational Moroccan Arabic and proficient in Classical Arabic

Computer: Proficient in MS Office (Excel, Word, Powerpoint), Bloomberg Terminal, Capital IQ, Alternative Soft

INTERESTS

Prospective CAIA Level 1 Holder (September 2015)

Recipient of 4 International Lalla Meryem Piano awards and 1 Saint-Nom-la-Bretèche award

Tri-M Honor Society member - evolves around 3 pillars: service, music and academic excellence

Citizenship: United States of America and Morocco

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