Business Development Financial Analyst

KevinJamesShaver

**ScottStreetWest

St.Catharines,OntarioL2R1C9

*******@*****.***,365-***-****

SUMMARY:

● ExtensiveexperienceintheInvestmentandFinanceIndustries

● InvestmentAnalysisandResearch,InvestorRelations,Compliance

● PortfolioManagement

● PerformanceAnalytics

● SoftwareApplicationDevelopment(Excel,VBA,dBase,FoxPro)

● ClientServiceandNewBusinessDevelopment

EXPERIENCE:

AlKeMegInvestments,St.Catharines,Ontario(03/2008-2024) InvestmentAnalyst

Investmentresearch.

MercatorAssetManagement,BocaRaton,Florida(02/1996-02/2008) GeneralPartner,PortfolioManager,InvestmentAnalyst

Internationalequityportfoliomanagement,analysisandresearch,compliance, performanceanalytics,softwareapplicationdevelopment,clientserviceandnew businessdevelopment.DevelopedMercator’svaluation,PortfolioManagementand TradingOptimization/RiskReductionapplications.PortfolioManagerandAnalystfor Mercator’sInternationalEquityandEmergingMarketEquityfunds. StrategicInvestmentGroup,Washington,D.C.(08/1989-02/1996) Manager-PerformanceAnalyticsandResearch

Investmentanalysisandresearch,performancemeasurement,analytics,attributionand reporting,compliance,softwareapplicationdevelopment.DevelopedStrategic’sAsset Allocation,CashManagementOptimizationandPerformanceAnalyticsapplications. MercatorAssetManagement,FortLauderdale,Florida(06/1988-08/1989) InvestmentAnalyst

Investmentanalysisandresearch,performanceanalyticsandsoftwareapplication development.DevelopedMercator’svaluationandPortfolioManagementapplications. EDUCATION:

CharteredFinancialAnalyst(CFA)

CFAInstitute,Charlottesville,Virginia

CanadianSecuritiesCourse(CSC)

CanadianSecuritiesInstitute,Toronto,Ontario

BachelorofBusinessAdministration(BBA,Finance,Economics) UniversityofNewBrunswick,Fredericton,NewBrunswick

SUMMARY:

● ExtensiveexperienceinInvestmentandFinanceIndustries

● PortfolioManagement,InvestmentAnalysisandResearch,Compliance

● PerformanceMeasurement,Analytics,AttributionandReporting

● SoftwareApplicationDevelopment(Excel,VBA,dBase,FoxPro,PowerPoint)

● ClientServiceandNewBusinessDevelopment

Contact this candidate