Rebecca McLaren-Gradinaru

Viability Analysis Project, 2021

• Identified and evaluated the global market opportunity, including customer analysis, competition, cost, pricing strategies, and associated risks (commercial, currency, country risks).
• Designed and executed a detailed financial model including delivery costs, unique and incremental costs of doing business abroad, and risk mitigation strategies (hedging, trade finance instruments).
• Conducted a viability analysis using NPV with currency projections to assess the project's financial feasibility.

Investment Strategy Development & Portfolio Management

• Engaged in a team to develop a comprehensive investment strategy based on a detailed investor profile, incorporating risk tolerance, investment objectives, and market forecasts.
• Analyzed broad market forecasts, including equity, bond, and cash projections, to align with the client's long-term investment goals, highlighting a moderate to high-risk portfolio for optimal returns.
• Executed trades across various asset classes (equities, bonds, money market instruments) on a virtual trading platform, employing strategic asset allocation to manage a portfolio over two months.
• Evaluated investment performance using absolute performance metrics, benchmark comparisons, and advanced risk-adjusted measures such as the Sharpe, Treynor, and Jensen measures.
• Conducted an in-depth performance analysis, identifying areas of strength in energy stocks and opportunities for diversification to mitigate correlated risks between portfolio sections.
• Utilized regression analysis to assess the beta of portfolio sections against benchmarks, contributing to the strategic adjustment of the investment approach for enhanced risk-adjusted returns.
• Presented comprehensive investment and performance analysis reports, synthesizing market research, investment strategy, and performance evaluation to inform future investment decisions.

• Alberta Health Service - Patient Companion/Resource Center
• Rosedale Hospice - Receptionist