Summary
Overview
Work History
Education
Skills
Extracurricular and Professional Involvement
Certifications
LinkedIn Handle
Timeline
Generic

Max Henry

Mississauga,ON

Summary

Motivated fourth-year finance co-op student with a strong track record of performance and robust work ethic. Seeking to channel current skills to future opportunities and endeavors. Driven by a genuine passion to establish a presence in the real estate investment space.

Overview

2
2
years of professional experience

Work History

Finance Intern

Mattamy Homes
Mississauga, ON
01.2024 - Current
  • Building financial models to analyze and assess the performance of future and current development projects
  • Preparing ad-hoc projects such as budgeting and forecasting, variance analysis and cash flow projections
  • Conducting research on industry trends and competitive landscapes in order to inform decisions related to strategic initiatives and potential expansions
  • Constructing presentations for senior management meetings, including data analysis and slides preparation

ESG Investment Analyst

Waratah Capital Advisors
Toronto, ON
01.2023 - 05.2023
  • Performed comprehensive analysis of existing and new holdings within Waratah's ESG portfolio, including REITs
  • Prepared and delivered thematic investment presentations on relevant topics facing the industry and investor landscape
  • Maintained internal records and portfolio statistics while sending periodic performance updates throughout the firm

Investment and Business Development Analyst

Invartis Consulting
Mississauga, ON
05.2022 - 08.2023
  • Prepared research content on sustainable investment topics facing institutional investors
  • Assisted with preparation of continuous journal entries and accounts reconciliation
  • Took part in sales efforts through client-facing engagements and lead-building activities

Education

BBA, Finance -

Wilfrid Laurier University
Waterloo, ON
10.2024

Skills

  • Strong attention to detail, demonstrated through multiple roles working with large data sets and providing accurate reporting
  • Demonstrated adeptness in analyzing, understanding, and interpreting technical financial data to inform decision-making
  • Exemplified adaptability by embracing evolving tasks and responsibilities based on needs of internal and external environments
  • Displayed profound interpersonal abilities in work and extracurricular roles, highlighting effective leadership and clear communication in both written and verbal contexts

Extracurricular and Professional Involvement

  • Real Estate Laurier | VP of Corporate Development | Wilfrid Laurier University | Current Position
  • 2023 Toronto Real Estate Forum | Volunteer | November 2023
  • RealCapital 2024 | Volunteer | February 2024
  • RealREIT 2023 | Volunteer | September 2023
  • Lazaridis Internal Case Conference | VP of Corporate Relations | Wilfrid Laurier University | November 2021 - October 2022

Certifications

  • Real Estate Financial Modelling | Corporate Finance Institute | Credential ID: 96001796 | Issued in February 2024
  • Excel Crash Course | Wall Street Prep | Credential ID: 93569502 | Issued in January 2024

LinkedIn Handle

https://www.linkedin.com/in/max-henry-20571a1b6

Timeline

Finance Intern

Mattamy Homes
01.2024 - Current

ESG Investment Analyst

Waratah Capital Advisors
01.2023 - 05.2023

Investment and Business Development Analyst

Invartis Consulting
05.2022 - 08.2023

BBA, Finance -

Wilfrid Laurier University

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Max Henry