Summary
Overview
Work History
Education
Skills
Timeline
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Lucas Alampi

Hamilton

Summary

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Well-versed in investment research and analysis. Oversees and assists in development of proposals to deliver solid data and financial advice, leveraging excellent and current knowledge of market trends. Strong financial acumen with superior knowledge of risk, return and relative valuations.

Overview

6
6
years of professional experience

Work History

Portfolio Manager, Indices

Queen's Wealth Management Committee
01.2025 - Current
  • I oversee and assist a team of five analysts working on the following:
  • ETF investment strategy (focus on sector-specific investments)
  • Evaluating shifts in business/economic climate and implications for U.S indices
  • Macroeconomic analysis and appropriate asset allocation strategy
  • Preparing detailed investment pitches and macro insights in a timely manner to be presented at committee meetings

(Previously held an analyst role on the Indices team from Sept 2024 - Jan 2025)

Wine Sales Associate

Wine Rack (Arterra Wines)
05.2024 - 09.2024
  • Maintained organized and presentable merchandise to drive continuous sales
  • Organized displays and shelves to increase visual appeal, promote customer engagement and target specific product
  • Implemented personalized customer recommendations based on preferences, optimizing customer experience and driving sales
  • Assisted in developing store sales targets and executed accordingly
  • Demonstrated strong product knowledge when assisting guests at tasting events, promoting brand awareness for featured wineries within our establishment.

Produce Clerk

Metro Ontario
08.2019 - 08.2023
  • Loaded, unloaded and moved heavy products using material loading equipment.
  • Followed company guidelines for cleaning and sanitizing work surfaces and equipment.
  • Enhanced product quality by regularly inspecting, rotating, and culling fresh fruits and vegetables.
  • Trained new employees to provide knowledge of proper produce handling and rotation procedures.
  • Assisted customers with price checking fruits and vegetables and finding requested items in department.

Education

Bachelor of Arts - Applied Economics, Mathematics

Queen's University
Kingston, ON
06.2026

Skills

  • Financial Markets
  • Macroeconomics
  • Time management
  • Project management
  • Leadership
  • Proficient in Microsoft Office suite
  • Adaptable
  • Python coding language
  • Analytically adept
  • Adaptable and flexible
  • Investment strategy
  • Presentation skills

Timeline

Portfolio Manager, Indices

Queen's Wealth Management Committee
01.2025 - Current

Wine Sales Associate

Wine Rack (Arterra Wines)
05.2024 - 09.2024

Produce Clerk

Metro Ontario
08.2019 - 08.2023

Bachelor of Arts - Applied Economics, Mathematics

Queen's University
Lucas Alampi