Nikita Brychkouski
Investment Professional
Vancouver,BC
Summary
Experienced Investment Specialist with a strong background in wealth management and client relationship management, specializing in enhancing portfolios and supporting high-net-worth clients. Eager to contribute my expertise in proactive investment strategies to Odlum Brown's esteemed team.
Overview
6
6
years of professional experience
6
6
years of post-secondary education
Work History
Investment Specialist
Bank of Montreal Investment Centre Inc.
07.2023 - Current
- Provide proactive advice, support and execution to BMO clients and their accounts
- Support both the Virtual Financial Planning team and clients throughout the wealth management process, including the introduction of over $500,000 in new money.
- Coordinated, led and organized client meetings to discuss agenda, key topics, necessary documentation and execute post-meeting work
- Constructed investment policy statements with clients by reviewing client goals, risk tolerance, risk ability and investment preferences.
- Collaborated with internal teams to develop innovative investment strategies, enhancing client portfolios and driving growth.
Quantitative Market Associate/Analyst
Encephalon Trade Group
01.2024 - Current
- Assist in preparing documentation and financial models for regular market analysis
- Coordinate with investment team and portfolio directors to ensure compliance with securities laws
- Conduct due diligence on financial, legal, tax and operations aspects related to capital raising.
- Analyze financial statements, forecasts and projections for accuracy and alignment with strategic goals.
Financial Analyst Intern
NetFlow Technologies CyberSec LLC
11.2022 - 11.2023
- Improved financial forecasting accuracy by conducting thorough research and analysis of market trends.
- Analyzed and monitored statistical data trends.
- Helped developed financial models for projects and presentations.
- Monitored organization's performance against competitors.
Business Development Representative
East-To-West Market Research
03.2023 - 01.2024
- Expanded business through effective network development, identifying new, and prospective clients.
- Utilized sales and networking techniques leading to commissions of 20+ market research projects in a short time frame.
- Identified strategies, networking and business growth opportunities which led to a positive brand name development in the Vancouver area.
- Represented, organized and communicated business related contact between client and company until the market research stage.
Assistant Restaurant Manager
Meadow Gardens Golf Course
10.2018 - 12.2023
- Assisting in managing operations for fine dining restaurant, including accounting, team management, customer relations and documentation related duties.
- Strictly adhere to regulatory requirements, ensuring a safe and compliant environment for customers and staff in accordance with industry regulations and policies.
- Maintaining records of activities and statistics and preparing financial, budget, and expense reports
- Implementation of a new POS system from installation to training, which resulted in a 20% increase in staff efficiency and reduction in errors.
- Building strong interpersonal customer relations and a commitment to providing outstanding service through strong communication and problem-solving skills.
Education
Certificate - Financial Models / Microsoft Excel
Breaking Into WallStreet
05.2001 -
Certificate - Canadian Investments Funds Course
Investment Funds Institute of Canada
03.2023 - 04.2023
Bachelor of Arts - Criminology / Sociology
Simon Fraser University
09.2016 - 04.2022
Timeline
Quantitative Market Associate/Analyst
Encephalon Trade Group
01.2024 - Current
Investment Specialist
Bank of Montreal Investment Centre Inc.
07.2023 - Current
Business Development Representative
East-To-West Market Research
03.2023 - 01.2024
Certificate - Canadian Investments Funds Course
Investment Funds Institute of Canada
03.2023 - 04.2023
Financial Analyst Intern
NetFlow Technologies CyberSec LLC
11.2022 - 11.2023
Assistant Restaurant Manager
Meadow Gardens Golf Course
10.2018 - 12.2023
Bachelor of Arts - Criminology / Sociology
Simon Fraser University
09.2016 - 04.2022
Certificate - Financial Models / Microsoft Excel
Breaking Into WallStreet
05.2001 -
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