Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Mathieu Thomasoo

Montreal,Quebec

Summary

Deadline-focused, highly effective at operating in fast-paced settings. Resourceful, forward-thinking and proactive with remarkable sense of market and customer positions.

Overview

3
3
years of professional experience

Work History

Investment Representative

TD Waterhouse
08.2023 - Current
  • Increased client satisfaction by providing exceptional customer service and addressing their investment needs.
  • Developed strong relationships with clients for long-term retention and increased assets under management.
  • Assisted clients with different types of monetary and investing transactions.
  • Delivered consistent results by adhering to strict compliance standards and regulatory requirements.
  • Educated clients on various investment products, allowing them to make more informed decisions about their finances.
  • Managed a high volume of daily transactions accurately, ensuring smooth operations and minimizing errors or discrepancies within client accounts.
  • Conducted market research to stay informed on industry trends, enabling better-information circulation.

ESG Controversy Analyst

Impak Analytics
09.2022 - 03.2023
  • Collected, analyzed, and streamlined vast amount of companies' financial and ESG data.
  • Advanced use of Excel to analyze and interpret data to provide end-result ESG scores.
  • Identified trends and patterns in large datasets, leading to actionable insights for business growth.
  • Helped enhance analytical models that improved ESG analysis.
  • Enhanced the company's expertise by providing clear communication of complex findings.

I.T Technician

University Of Ottawa
09.2021 - 05.2022
  • Implementation of cybersecurity measures to minimize data breaches.
  • Enhanced user experience with thorough troubleshooting and resolution of hardware and software problems.
  • Provided remote technical support, resolving issues quickly without requiring onsite visits whenever possible.
  • Responded to support requests from end-users and patiently walked individuals through basic troubleshooting tasks.

Administrator Assistant

University Of Ottawa Scholarship's Office
03.2021 - 08.2021
  • Extensive use of data analytics to craft official university documents such as The Annual Summery Meeting of Faculty Members and Fundraisers’ Excel and Power Point Presentation.
  • Streamlined office operations by implementing efficient filing and organizational systems
  • Managed confidential information with discretion, ensuring the privacy of sensitive documents.
  • Enhanced customer satisfaction by promptly addressing inquiries and resolving issues on scholarships.

Education

BBA - Finance

University of Ottawa
Ottawa, ON
08.2022

No Degree - Finance

Athabasca University
Athabasca, AB
08.2022

High School Diploma -

Royal College Port Louis
Mauritius
11.2017

Skills

  • Stocks and Bonds Knowledge
  • Critical
  • Compliant
  • Adaptability
  • Analytical Thinking
  • Attention to Detail
  • Relationship Building
  • Problem-Solving Skills
  • Strong French and English oral and written communications

Languages

English
Native or Bilingual
French
Native or Bilingual

Timeline

Investment Representative

TD Waterhouse
08.2023 - Current

ESG Controversy Analyst

Impak Analytics
09.2022 - 03.2023

I.T Technician

University Of Ottawa
09.2021 - 05.2022

Administrator Assistant

University Of Ottawa Scholarship's Office
03.2021 - 08.2021

BBA - Finance

University of Ottawa

No Degree - Finance

Athabasca University

High School Diploma -

Royal College Port Louis

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Mathieu Thomasoo