Charles Wood
Toronto,Canada
Summary
Dynamic analyst with a proven track record at RBC Capital Markets, adept in financial analysis and reporting, and business relationship management. Expertise in creditworthiness evaluation and risk management strategies, significantly optimizing credit portfolios. Contributed to managing a $142 Million AUM portfolio, showcasing exceptional analytical and communication skills.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Investment Committee Member
Lawson Foundation
02.2024 - Current
- One of 13 council members overseeing and managing $142 Million AUM portfolio for foundation assets and investments
Institutional Client Funds Team Analyst
RBC Capital Markets
Toronto, Canada
09.2024 - Current
- Assisted in evaluating corporate and sovereign creditworthiness across sectors, focusing on derivatives and fixed income securities as well other financial securities
- Conducted financial analysis and tracked credit trends to assess risk exposure
- Prepared reports and recommendations to support investment and trading decisions and optimize credit portfolios
- Collaborated with the Risk team on risk management strategies involving complex financial instruments
Institutional Client Credit Management Analyst
RBC Capital Markets
Toronto, Canada
01.2024 - 05.2024
- Conducting maintenance of trade limits for institutional counterparties facing RBC Capital Markets; including appropriate limit establishment based on credit review and background research
- Assisting with a Pre-Settlement Risk project involving setting up new borrowers, preparing transaction requests, and tracking approval requests using Microsoft Excel
- Completing time sensitive trade limit reductions and new client processing requests; including processing 25+ new accounts monthly, while simultaneously effectively completing other tasks
Education
Bachelor of Commerce Co-op -
Dalhousie University
Halifax, Nova Scotia11.2024
Grades 9-12 -
Lawrence Park Collegiate Institute
Toronto, Ontario06.2022
Skills
- Business Relationship Management
- Financial analysis and reporting
- Advanced knowledge of Microsoft Office Suite
- Credit research
- Excellent verbal and written communication
- Analytical and Critical Thinking
Accomplishmentsandvolunteerexperience
- Started my own business at age 14 , organizing and managing school based events, outside of school grounds. Grossed $30,000 in sales and $18,000 in profit throughout the two years of operations.
- Robert Seth Kingsley Memorial Award: Exceptional Teaching of Special-needs Children, The Southampton Tennis Club, 08/01/21, Awarded to a tennis instructor who exemplifies excellence in teaching children with special needs.
Languages
French
Professional
Certification
- Certified in Bloomberg's Equity's and Fixed Income modules
Timeline
Institutional Client Funds Team Analyst
RBC Capital Markets
09.2024 - Current
Investment Committee Member
Lawson Foundation
02.2024 - Current
Institutional Client Credit Management Analyst
RBC Capital Markets
01.2024 - 05.2024
Bachelor of Commerce Co-op -
Dalhousie University
Grades 9-12 -
Lawrence Park Collegiate Institute
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