Work Preference
Summary
Overview
Work History
Education
Skills
Computer Skills And Abilities
References
Timeline
Generic
Open To Work

Brian I. Chan

Ajax,Canada

Work Preference

Job Search Status

Open to work
Desired start date: Flexible

Desired Job Title

Senior Manager – ValuationsAnalyst / Senior Analyst – Risk and ValuationsAnalytical Assistant – Financing MIS - Investment and Corporate Banking DepartmentSenior Client Service Representative - Defined Contribution Pension Administration

Work Type

Full TimeConsultingContract Work

Location Preference

HybridOn-SiteRemote
Location: Ajax, Canada, CAToronto, ONPickering, ONWhitby, ONOshawa, ON
Open to relocation: Yes

Salary Range

$75000/yr - $160000/yr

Summary

Previous Senior Manager skilled in cross-functional collaboration. Optimizes processes and communication and drive results. Dedicated to continuously improving professional knowledge and business operations by applying top-notch skills. Versatile Senior Manager specializing in Valuations, Capital Markets and skilled at planning, implementing and overseeing key improvements to drive business growth and efficiency. History of cultivating an open culture with free exchange of information. Pursuing new professional challenges with a growth-oriented company.

Overview

25
25
years of professional experience

Work History

Senior Manager – Valuations

Healthcare of Ontario Pension Plan (HOOPP)
03.2021 - Current
  • Motivated and guided team members to apply modern technologies that transformed legacy operational procedures (e.g., daily price checks, EOD batch runs, external fund NAV updates, and month-end price feeds) into streamlined, efficient workflows.
  • Played an instrumental role in onboarding additional price feeds currently outside of the system into GoldenSource, while enabling greater process automation (e.g., PricingDirect CLO, Bloomberg BSL, SVC bond bid/ask prices, Bloomberg CNHA bond prices).
  • Cultivated relationships with external auditors, responding to requests and providing timely, accurate information reflecting HOOPP procedures.
  • Collaborated with internal auditors on the redesign of ICFR narratives to reflect evolving valuation practices, and control enhancements.
  • Lead the year-end audit process for valuations, ensuring accuracy and consistency in note disclosures, and fair value leveling.

Analyst / Senior Analyst – Risk and Valuations

Healthcare of Ontario Pension Plan (HOOPP)
11.2009 - 03.2021
  • Produced valuation reports for front office to support informed decision-making.
  • Trained team members on securities pricing and collaboration with internal ICFR and external auditors.

Analytical Assistant – Financing MIS - Investment and Corporate Banking Department

BMO Capital Markets
06.2006 - 11.2009
  • Developed weekly statistical league table reports and analyzed market share data.
  • Conducted research and gathered data on capital markets financing activities, including equity and structured products.
  • Generated ad hoc financing league table reports by region, sector, and product as requested by departments.
  • Reconciled monthly deal issue reports to ensure accuracy.
  • Assisted users with Client Information Services (CIS) system support.

Senior Client Service Representative - Defined Contribution Pension Administration

Morneau Sobeco
12.2000 - 06.2006
  • Administered RRSPs, pension plans, and share loan accounts efficiently.
  • Reconciled cash transactions for all pension accounts accurately.
  • Prepared daily trades for pooled fund managers and trustees.
  • Resolved pension inquiries and discrepancies in recordkeeping promptly.
  • Produced termination packages and quarterly pension statements.
  • Processed redemptions, pro-rated income, inter-fund transfers, and UAT testing comprehensively.
  • Updated client websites to reflect current information on pension accounts.

Education

Data Analytics Certificate -

Cornell University
05.2018

Professional Risk Manager -

Professional Risk Managers International Association (PRMIA)
08.2016

Canadian Investment Manager -

Canadian Securities Institute
04.2009

Canadian Securities Course -

Canadian Securities Institute
06.2006

Bachelor of Science - Actuarial Science

University of Toronto – St. George Campus
Toronto, ON
01.2000

Skills

  • Interpersonal skills
  • Organizational skills
  • Microsoft Office proficiency
  • SimCorp Dimension knowledge
  • SAP HANA expertise
  • Bloomberg experience
  • Power BI experience
  • Basic Python knowledge

Computer Skills And Abilities

  • Strong interpersonal and organizational skills.
  • Proficient in Microsoft Word, Excel, and PowerPoint.
  • Knowledgeable in using SimCorp Dimension, SAP Hana, Bloomberg, PowerBI.
  • Basic knowledge of Python.

References

References available upon request.

Timeline

Senior Manager – Valuations

Healthcare of Ontario Pension Plan (HOOPP)
03.2021 - Current

Analyst / Senior Analyst – Risk and Valuations

Healthcare of Ontario Pension Plan (HOOPP)
11.2009 - 03.2021

Analytical Assistant – Financing MIS - Investment and Corporate Banking Department

BMO Capital Markets
06.2006 - 11.2009

Senior Client Service Representative - Defined Contribution Pension Administration

Morneau Sobeco
12.2000 - 06.2006

Data Analytics Certificate -

Cornell University

Professional Risk Manager -

Professional Risk Managers International Association (PRMIA)

Canadian Investment Manager -

Canadian Securities Institute

Canadian Securities Course -

Canadian Securities Institute

Bachelor of Science - Actuarial Science

University of Toronto – St. George Campus

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Brian I. Chan