Natalie Gourlay
Calgary,Canada
Summary
Motivated Finance student with strong analytical and research skills, demonstrated through investment research and company analysis at Richardson Wealth. Experienced in client administration and marketing projects, proficient in financial software, and recognized for academic excellence, leadership, and teamwork as a college-level basketball player and multi-sport athlete growing up.
Overview
8
8
years of professional experience
Work History
Investment Research
Richardson Wealth
Calgary, Canada
04.2024 - 08.2025
- Conducted equity research and prepared weekly investment reports, including risk assessments, market analysis, and balance sheet evaluations.
- Analyzed fund holdings (including wash holdings), and attended wholesaler meetings to evaluate investment strategies and market trends.
Marketing Projects
Richardson Wealth
Calgary, Canada
04.2024 - 08.2025
- Aligned marketing materials, produced team video, and converted 35+ reports into blogs.
- Planned client seminar: content, invitations, and venue
- Launched a client appreciation initiative (coffee gift boxes), overseeing the concept, sourcing, and preparation.
Client Administration
Richardson Wealth
Calgary, Canada
04.2024 - 08.2025
- Managed client FX transactions, maintaining USD and CAD account balances, and covering fees.
- Prepared KYC reports, streamlining client and advisor interactions.
- Evaluated Maximizer CRM and supported audit prep to ensure regulatory compliance.
Summer Server & Hostess
Various Summer Food Service Roles
Invermere, Canada
06.2017 - 08.2023
- Provided customer service by taking orders and processing payments; managed cash and completed end-of-shift reconciliations.
Education
Bachelor of Commerce - Finance
University of Calgary
Calgary, AB01.2027
Bachelor of Arts -
University of Western Ontario
London, ON01.2024
University Transfer - Commerce/Management
Medicine Hat College
Medicine Hat, AB01.2022
Skills
- Technical skills: Excel, Morningstar, Cormark, Thompson One, Veritas, and TradingView
- Professional skills: investment research, financial analysis, market research
Achievements
- Jamie Mackie Scholarship ($10,000) – Recognized for academic excellence, leadership, and alignment with Richardson Wealth’s core values.
- Athletic Achievements – ACAC college-level basketball player with academic honors; multi-sport high school athlete (basketball, volleyball, track, swimming); two-time Female Athlete of the Year nominee and basketball MVP; trained at Edge Athletic School in grade 12.
Timeline
Investment Research
Richardson Wealth
04.2024 - 08.2025
Marketing Projects
Richardson Wealth
04.2024 - 08.2025
Client Administration
Richardson Wealth
04.2024 - 08.2025
Summer Server & Hostess
Various Summer Food Service Roles
06.2017 - 08.2023
Bachelor of Commerce - Finance
University of Calgary
Bachelor of Arts -
University of Western Ontario
University Transfer - Commerce/Management
Medicine Hat College