Garrett Ralph, CFA
Guelph,ON,
Summary
A results-oriented CFA Charterholder (Portfolio Management Specialist Pathway) with four years of practical experience and over five years of dedicated financial study, specializing in data-driven investment strategy, strategic asset allocation, and portfolio optimization. Adept at leveraging artificial intelligence tools to enhance analytical workflows, research, and the investment decision-making process.
Overview
3
3
years of professional experience
Work History
Asset Management Analyst
Corporation of the County of Wellington
Guelph, Ontario
05.2023 - Current
- Led strategic oversight of County's fixed capital portfolio, utilizing financial modeling for optimal allocation.
- Forecasted long-term portfolio performance optimization through scenario analysis and risk assessment.
- Conducted financial analyses to support strategic decisions regarding capital allocation.
- Collaborated with stakeholders to ensure alignment on investment strategies and portfolio objectives.
Financial Data Assistant (Contract)
City of Guelph
Guelph, Ontario
10.2022 - 05.2023
- Maintained accuracy and integrity of city financial databases for reliable analysis and reporting.
- Prepared comprehensive financial reports by extracting, compiling, and validating data from municipal systems.
- Collaborated to identify and resolve discrepancies in financial data, improving overall data quality.
Financial Analyst (Contract)
Kimberly Clark Corporation
Huntsville, Ontario
04.2022 - 10.2022
- Conducted comprehensive financial analysis to identify performance variances and trends for strategic planning.
- Developed sophisticated financial models to evaluate investment opportunities and analyze segment profitability.
- Collaborated with operational leaders to create financial plans and forecasts, validating assumptions rigorously.
- Utilized SAP and advanced Excel tools to assess capital expenditure viability and inform resource allocation.
Education
CPA Preparatory Courses -
University of Guelph
Guelph, ON08.2023
Bachelor of Commerce (Honours) - Management, Economics And Finance
University of Guelph
Guelph, ON04.2022
Skills
- Portfolio management
- Risk factor optimization
- Strategic asset allocation
- Advanced Excel proficiency
- Data manipulation techniques
- Power Query expertise
- VBA and macros development
- Financial modeling
- AI and machine learning applications
- Market analysis
- Research and data analysis
- Workflow optimization
- Analytical thinking
- Strategic planning
Designations
Chartered Financial Analyst (CFA) Charterholder - 200189478
CFA Institute | Awarded May 2025
Timeline
Asset Management Analyst
Corporation of the County of Wellington
05.2023 - Current
Financial Data Assistant (Contract)
City of Guelph
10.2022 - 05.2023
Financial Analyst (Contract)
Kimberly Clark Corporation
04.2022 - 10.2022
CPA Preparatory Courses -
University of Guelph
Bachelor of Commerce (Honours) - Management, Economics And Finance
University of Guelph
Similar Profiles
Fabian ShawFabian Shaw
Automotive Technician at JR Wellington Import-Export Corporation (JR Group)Automotive Technician at JR Wellington Import-Export Corporation (JR Group)
Julia PetersonJulia Peterson
TEACHER, TEACHER’S ASSISTANT, CASUAL TEACHER SUPPLY at County of WellingtonTEACHER, TEACHER’S ASSISTANT, CASUAL TEACHER SUPPLY at County of Wellington
Sarah MooreSarah Moore
Tenant Services Housing Coordinator at County of WellingtonTenant Services Housing Coordinator at County of Wellington
Petra DragovanPetra Dragovan
Asset Management Analyst at Hella Saturnus Slovenija D.o.o.Asset Management Analyst at Hella Saturnus Slovenija D.o.o.
VICTOR SANCHEZVICTOR SANCHEZ
Asset Management Analyst at L3 CampusAsset Management Analyst at L3 Campus