Ioana Norocel, CFA
Montreal
Summary
Detail-oriented team player with strong organizational skills, and work ethic. Passionate for developing innovative solutions through demonstrated creativity and resourcefulness. Ability to handle multiple projects simultaneously with a high degree of accuracy by using critical thinking to break down problems, evaluate solutions, and make decisions.
Overview
19
19
years of professional experience
Work History
Portfolio Manager
Samara Multi Family Office
07.2024 - 01.2025
- Conducted market research to inform investment strategies, driving strong portfolio performance.
- Presented performance reports, highlighting growth drivers and areas for improvement.
- Collaborated with analysts to identify investment opportunities and maximize portfolio growth.
- Streamlined reporting procedures and created dashboards to improve efficiency and client communication.
Investment Advisor
TD Private Investment Advice
06.2021 - 07.2024
- Monitor stock market and economic trends, making adjustments and rebalancing portfolios as needed.
- Research and analyze asset allocation, investment products, and derivatives with an anticipatory approach.
- Collaborate with clients to create customized investment portfolios.
- Develop marketing strategies to generate leads, acquire assets, and increase revenue, while building and retaining a client base.
Client Services Associate
TD Private Investment Advice
05.2017 - 06.2021
Manager
Bank of Nova Scotia
11.2015 - 11.2016
- Lead and form a team of 8 representatives.
- Establish, implement, and monitor the objectives and business strategies to achieve business goals and stay competitive, for team members and the branch.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
Senior Investment Specialist
Bank Of Nova Scotia
11.2014 - 11.2015
- Top sales performer in the district ($25MM new business in the year)
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
Senior Financial Advisor
Bank Of Nova Scotia
10.2014 - 11.2015
- Provide a full range of customized financial solutions using a financial planning approach to establish and maintain long-term relationships primarily with a portfolio of assigned clients.
Teacher Assistant
Concordia University
09.2008 - 09.2012
Research Assistant
Concordia University
06.2009 - 09.2009
District Team Leader
Virgin Mobile
09.2006 - 09.2009
Store Manager/Sales
Virgin Mobile
09.2005 - 09.2006
Education
M.A - Financial Mathematics (Mathematics)
Concordia University
2012
B.A. Honours - Pure And Applied Mathematics
Concordia University
Montreal, Quebec2010
Minor Analytical Economics - Economics
Concordia University
Montreal, QCSkills
- Excellent self-starter, forward thinker, results focused and detail oriented
- Strong financial modelling and analytical skills
- Knowledgeable in analyzing financial statements and valuing companies
- Statistical Analysis and Portfolio Construction
- Verbal and Written Communication, Customer Interaction and Business Development
- Good knowledge in coding in R, Matlab, and C
Languages
English
French
Timeline
Portfolio Manager
Samara Multi Family Office
07.2024 - 01.2025
Investment Advisor
TD Private Investment Advice
06.2021 - 07.2024
Client Services Associate
TD Private Investment Advice
05.2017 - 06.2021
Manager
Bank of Nova Scotia
11.2015 - 11.2016
Senior Investment Specialist
Bank Of Nova Scotia
11.2014 - 11.2015
Senior Financial Advisor
Bank Of Nova Scotia
10.2014 - 11.2015
Research Assistant
Concordia University
06.2009 - 09.2009
Teacher Assistant
Concordia University
09.2008 - 09.2012
District Team Leader
Virgin Mobile
09.2006 - 09.2009
Store Manager/Sales
Virgin Mobile
09.2005 - 09.2006
B.A. Honours - Pure And Applied Mathematics
Concordia University
Minor Analytical Economics - Economics
Concordia University
M.A - Financial Mathematics (Mathematics)
Concordia University
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