Ronan Rheaume
Victoria,BC
Overview
5
5
years of professional experience
Work History
Client Engagement Associate
Burkett Asset Management Limited
03.2024 - Current
- Prepared and executed quarterly newsletters, blog posts, and mailing campaigns to engage clients and provide timely updates
- Analyzed client investment situations to develop customized onboarding presentations
- Managed diverse requests, including letters of direction, client service inquiries, and custodian-related tasks
- Assist in trade settlement, investment analysis, and monthly analytics
Portfolio Analyst
University Of Saskatchewan
09.2022 - 04.2023
- Managed a 4.5-million-dollar student investment fund
- Analyzed different fixed income investments such as bonds and government investment certificate
- Used Bloomberg Terminals for technical and fundamental analysis on public equities
- Presented and received 3rd out of 120 universities globally at Quinnipiac's G.A.M.E forum
Credit Summer Student
Canpotex
05.2021 - 08.2021
- Assessed credit risk of corporate buyers with credit lines up to 350-million-dollars through analyzing financial statements
- Worked with the sales team and customers to negotiate payment schedules
- Created models in excel to assist the credit and marketing team
- Conducted presentations to upper management and executive teams for credit recommendations
Research Assistant
Radix Ic.
04.2020 - 08.2020
- Analyzed private equity investments such as potash startups and storage facilities
- Summarized search results by preparing written reports, graphs, fact sheets and tables
- Supported research and development efforts to analyze new investment proposals
- Completed multiple reports using Microsoft Word, Excel, and PowerPoint
Education
Bachelor of Commerce Honours - Finance
University of Saskatchewan
Saskatoon, SK12.2023
Skills
- Canadian Securities Course (CSC)
- Edward R Kendrick Scholarship 2023
- Thesis on Canadian Central Bank Digital Currency Designs
- Third place at Quinnipiac's GAME forum in New York City
- Microsoft Office (Excel, Powerpoint, Word, Outlook)
- Graham Student Managed Portfolio Trust Award 2023
References
1. Maya Diab – RBC Private Banker & Private Wealth Manager
Cell Phone:780-224-8875 Email: maya.diab@rbc.com
2. Angela Naidu - Credit Analyst Canpotex
Cell Phone: 306-261-8845
Timeline
Client Engagement Associate
Burkett Asset Management Limited
03.2024 - Current
Portfolio Analyst
University Of Saskatchewan
09.2022 - 04.2023
Credit Summer Student
Canpotex
05.2021 - 08.2021
Research Assistant
Radix Ic.
04.2020 - 08.2020
Bachelor of Commerce Honours - Finance
University of Saskatchewan
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