- Passionate about balancing physical health with mental well-being
ASHLEY MOROSO
Summary
Strategic investment professional with over a decade of experience in total fund management, capital markets analysis, and global macroeconomic research. Proven expertise in portfolio construction, risk management, and cross-asset investment strategies. Adept at leveraging data-driven insights, quantitative analysis, and economic trends to optimize investment decision-making and enhance portfolio returns. Strong track record in stakeholder engagement, investment fund due diligence, and competitive intelligence.
Overview
1
1
Certification
Work History
PORTFOLIO MANAGER
Self employed
- Conduct in-depth research on global economic trends, capital markets, and asset classes to inform portfolio decisions
- Utilize technical analysis, quantitative models, and fundamental research to execute investment strategies
- Develop cash flow planning and risk mitigation strategies to optimize portfolio performance
- Assess company financials and macroeconomic indicators to guide multi-asset investment decisions
CAPITAL MARKETS ANALYST
Canada Life
- Specialized in foreign equities and global investment strategies, contributing to overall portfolio construction and asset allocation
- Served as a key member of the Investment Manager Review (IMR) Committee, evaluating fund managers, strategies, and risk-adjusted performance
- Utilized Morningstar Direct for advanced investment fund analysis, including benchmarking, risk-return analytics, and correlation studies
- Conducted factor-based and cross-asset research to support portfolio decisions and marketing strategies
- Monitored global economic indicators, capital flows, and market trends to inform strategic asset allocation
- Developed and maintained a competitive intelligence database, identifying industry trends and best practices for institutional investors
- Provided thought leadership through in-depth reports and presentations on market insights, macroeconomic trends, and investment opportunities
INVESTMENT ADVISOR ASSISTANT
CIBC Wood Gundy
- Supported investment strategy implementation for high-net-worth clients, aligning portfolio recommendations with market conditions
- Executed trade orders and performed risk assessments on client investment portfolios
- Conducted fundamental research on equities, fixed income, and alternative investments to support advisory decisions
- Maintained strong internal collaboration with portfolio managers, analysts, and traders to ensure efficient execution of strategies
Education
Master of Arts - Economics
Lakehead University
01.2011
Bachelor of Science - Finance & Economics
Lake Superior State University
01.2006
Skills
- Total Fund Strategy & Asset Allocation
- Global Market & Macroeconomic Research
- Cross-Asset & Multi-Asset Analysis
- Risk & Performance Attribution
- Portfolio Optimization & Factor-Based Analysis
- Investment Fund Due Diligence & Selection
- Competitive Intelligence & Market Monitoring
- Stakeholder Engagement & Thought Leadership
Certification
- Chartered Investment Manager (CIM)
- Conduct & Practices Handbook
- Canadian Securities Course
Interests
Timeline
Bachelor of Science - Finance & Economics
Lake Superior State University
PORTFOLIO MANAGER
Self employed
CAPITAL MARKETS ANALYST
Canada Life
INVESTMENT ADVISOR ASSISTANT
CIBC Wood Gundy
Master of Arts - Economics
Lakehead University
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