Management Service

Andrew Parsons, CFA

** ******* ******, *******, **, M5R 3B3 T: 647-***-**** E: *********@*****.***

LinkedIn Profile: ca.linkedin.com/in/atparsons

PROFILE

Expertise in applying data-driven approaches to extract insight from financial markets, with particular interest in applying machine learning and artificial intelligence applications to financial time series

7 years of experience working in hedge fund investments and other alternative strategies

Robust skill set demonstrated through experience in portfolio management, derivatives trading, client service, financial and risk modeling

EDUCATION

Master of Finance, University of Toronto Rotman School of Management, Toronto, ON 2014-2016 Honours Bachelor of Mathematics, University of Waterloo, Waterloo, ON 2003-2008

Graduate of double degree program between Wilfrid Laurier and University of Waterloo Honours Bachelor of Business Administration, Wilfrid Laurier University, Waterloo, ON 2003-2008

Finance focus, Co-op option

President’s Centennial Scholarship (2003)

SPECIALIZED TRAINING

Chartered Financial Analyst, CFA Institute, Toronto, ON 2013 Chartered Alternative Investment Analyst, CAIA Association, Toronto, ON 2014 Professional Risk Manager, Professional Risk Managers' International Association (PRMIA), Toronto, ON 2013 PROFESSIONAL EXPERIENCE

Associate – Research & Development, Breton Hill Capital, Toronto, ON Feb 2017-Current

Builds quantitative models and tools for the firm’s Macro Fund and CTA program Vice President, Qubd Capital Inc., Toronto, ON 2016

As part of a six-person options trading start-up, heavily involved in portfolio management, trading, investment research & operations roles

Applied evidence-based quantitative techniques towards investment research & portfolio trading strategies Risk Management Associate, The Carlyle Group (DGAM), Toronto, ON Mar-Sep 2015

Building out risk analytics for Carlyle’s direct hedge fund products

Implements risk oversight of DGAM fund of hedge fund and Carlyle direct trading products Advisory Associate, The Carlyle Group (DGAM), Toronto, ON 2012-2015

Pioneered the Advisory business line, focusing on selection and investment due diligence of hedge fund managers, building out processes for portfolio construction and risk monitoring Client Service Associate, Diversified Global Asset Management (DGAM), Toronto, ON 2009-2012

Provided performance, risk and market comparable analysis on fund of hedge fund portfolios

Quantitative support in reporting, client service and marketing efforts Anti-Money Laundering Adjudicator (Contract), Bank of Montreal, Toronto, ON Apr-Aug 2009

Conducted research to eliminate potential fraud, money laundering and terrorist financing

Removed customers from potential matches to members on international watch lists ADDITIONAL INFORMATION

Continuing Education: Artificial Intelligence Nanodegree (Udacity), Data Science specialization (Coursera)

Technology – MATLAB, R, Python, VBA, SQL

Membership – CFA Society Toronto, Rotman Risk Management Association (RRMA), PRMIA Toronto Chapter

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