Summary
Overview
Work History
Education
Skills
ADDITIONAL EXPERIENCE
Timeline
Generic

Nikola Cugalj

Https://www.linkedin.com/in/nikolacugalj/

Summary

Results-driven Sales & Trading professional with 2 years of front-office experience in Equities Institutional Sales. Proven ability to engage senior decision-makers at top-tier buy-side and sell-side institutions. Demonstrated ownership of institutional client relationships, delivering investment insights, market intelligence, and tailored solutions. Collaborative team player with cross-functional experience across sales, research, and equity capital markets.

Overview

5
5
years of professional experience

Work History

Global Markets Analyst

Bank of America
01.2022 - Current
  • Built and managed relationships with 60 clients across 14 institutions, generating revenue through investment advice, product and service sales, and supporting senior salespeople with IPOs, block trades, marketing, conferences, and client pitches.
  • Collaborated with cross-functional teams (sales, trading, research, and banking) to ensure comprehensive client coverage and fostered strong partnerships across departments.
  • Supported senior equity salespeople in IPOs, add-on offerings, block trades, and provided backup coverage for existing client relationships.
  • Developed automated tools to streamline equities sales & trading processes, such as identifying oversold/overbought stocks on the TSX, enabling faster identification of attractive buying opportunities.
  • Identified client ranking gaps and improved access to key institutional asset managers, increasing client access by 17% year-over-year and achieving a #1 ranking through strategic meetings and targeted outreach.

Founder & CEO

EcoPod
06.2021 - 06.2022
  • Designed an innovative home office product to address the emerging need for dedicated workspaces due to the shift to remote work.
  • Developed a comprehensive business plan outlining the challenge, target market, proposed solution, and pricing strategy.
  • Constructed a 108 sqft physical prototype featuring electricity, Wi-Fi, heating, AC, and heated floors tailored for homeowners.
  • Led the transition from on-site construction to pre-fabrication, collaborating with suppliers to streamline the manufacturing process and improve scalability.
  • Presented the concept to a real estate investor group of 30 members, securing interest from Toronto-based investors and engaging in strategic partnership development to draft blueprints and advance project development.

Investment Analyst

Burgundy Asset Management
06.2020 - 08.2020
  • Conducted research on large-cap equities, including Canadian Tire (CT), Restaurant Brands (QSR), Dollarama (DOL), and Thomson Reuters (TRI).
  • Developed detailed valuation models to assess company performance and investment potential.
  • Interviewed company management to gather insights and enhance research accuracy.
  • Prepared presentations and pitched investment opportunities to add companies to the portfolio.

Education

Bachelor of Commerce - Finance

Queen's University
Kingston, ON

Skills

  • Front-office institutional finance
  • Client relationship management
  • Team collaboration and leadership
  • Presentation skills
  • Analytical thinking
  • Problem-solving
  • Data-driven decision making
  • Attention to detail
  • Research and analysis
  • Financial modeling

ADDITIONAL EXPERIENCE

Queen’s University Investment Counsel (QUIC), 2019 – 2022

  • Managed a ~$2M portfolio of Canadian and U.S. equities on behalf of Queen’s Endowment Fund and Mackenzie Investments.
  • Conducted equity research and financial modeling, focusing on the TMT sector.
  • Finalist in the QUIC Deal Competition, presenting M&A analysis to a panel of institutional investors at Burgundy Asset Management.


Team Canada Water Polo, 2018

  • Selected to represent Canadian U18 National Water polo Team in the 2018 World Championships hosted in Szombathely, Hungary; trained 50+ hours a week for 8 weeks in preparation

Timeline

Global Markets Analyst

Bank of America
01.2022 - Current

Founder & CEO

EcoPod
06.2021 - 06.2022

Investment Analyst

Burgundy Asset Management
06.2020 - 08.2020

Bachelor of Commerce - Finance

Queen's University

Similar Profiles

CREATE PROFILE
Nikola Cugalj