Summary
Overview
Work History
Education
Skills
Certification
Projects
Languages
Timeline
Generic
Adrien Lesage

Adrien Lesage

Montréal

Summary

Motivated finance professional with a Bachelor’s degree in Economics and CFA Level 1 candidate (February 2025).


Experienced in banking, investment research, and financial modeling, with strong analytical skills in macro and microeconomics, financial markets, and corporate finance.


Currently working as a Banking Advisor at BMO, advising clients on investment solutions and financial planning. Strong background in equity research, financial modeling, and trading simulations.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Banking Advisor

Bank of Montreal (BMO)
10.2024 - Current

I manage credit and investment strategies by offering mortgage loans, structured financing, and mutual funds. I analyze clients' risk profiles and borrowing capacity to optimize asset allocation and maximize risk-adjusted returns.

External Manager

Aeeseum
09.2023 - 05.2024

Managing relations with external partners (companies, academic institutions, other student associations). I am proud to have been the first to develop a relationship with the CFA Institute to promote the CFA at UdeM, a project which has offered new opportunities to our members.

Food Line Responsible

Seasalt
05.2023 - 02.2024

My role was to manage the organisation and flow of meals at the client's premises.

Received a formation from a star chef in the field of management.

Sales

Hamel
09.2022 - 03.2023

My role in this company was to sell the different products that they had

I have received a formation on sales in general in order to consolidate my approach techniques with clients.

Tutor

Tutorat Pro
01.2022 - 10.2022

Gave French and math lessons to students ranging from elementary to CEGEP.
Received training in teaching and organizing concepts.

Education

Bachelor of Economics -

University of Montreal

Baccalauréat Scientifique -

Lycee International De Londres Winston Churchill

Skills

    Financial Analysis & Risk Assessment – Evaluating investment opportunities, creditworthiness, and risk-adjusted returns
    Financial Modeling & Valuation – Building DCF, LBO, and M&A models to assess corporate performance
    Investment Portfolio Management – Allocating assets strategically to optimize risk and return
    Client Advisory & Relationship Management – Providing tailored financial solutions in banking and investment
    Excel & Financial Software Proficiency – Skilled in Excel, VBA, Bloomberg

Certification

CFA level 1 candidate (foundational knowledge in investment analysis, ethics, and financial reporting, providing a strong basis for advanced financial decision-making)


Mimo (Full-Stack Developement / Front-End Development)

Projects

CFA Research Challenge 2023

Stock Competitions HEC 2023 

Humanitarian Nepal Biogas Projet 2020

Languages

French
English

Timeline

Banking Advisor

Bank of Montreal (BMO)
10.2024 - Current

External Manager

Aeeseum
09.2023 - 05.2024

Food Line Responsible

Seasalt
05.2023 - 02.2024

Sales

Hamel
09.2022 - 03.2023

Tutor

Tutorat Pro
01.2022 - 10.2022

Bachelor of Economics -

University of Montreal

Baccalauréat Scientifique -

Lycee International De Londres Winston Churchill
Adrien Lesage