Yannik MORIN
Montreal,Quebec
Summary
Seasoned investment professional with strong leadership and interpersonal skills. Able to add energy and value to an organization's quest for excellence. Special talent for Data Analysis, Market Risk Management, Performance Attribution, and Sustainability Accounting and Risk.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Analyst, Manager of Managers & RI
Financière des professionnels
Montreal, QC
02.2023 - Current
- Support the Director, Manager of Managers, with the selection and monitoring of investment managers.
- Collaborate in continued process optimization and other improvements.
- Lead Responsible Investment (RI) projects and play a leading role in promoting ESG and responsible practices across the firm.
- Stay up-to-date on macroeconomic events, financial news and sustainability matters, including regulation.
- Prepare adhoc analyses as needed and any other task as required by the Director, Manager of Managers, for the benefit of the Investment Team.
Specialist, ESG Data Intelligence & Reporting
Power Sustainable
Montreal, QC
08.2020 - 01.2023
- Collect and curate the ESG data given by the investment platforms or third-party providers.
- Analyze and prepare detailed dashboards and reports for internal and external stakeholders as needed.
- Review the investment and ESG data for presentations and other handouts to prospects and clients.
- Keep apprised of all significant development in regulations and global standards/frameworks as it relates to ESG data and advise on best practices.
- Provide regular training/coaching and support to junior teammates.
- Participate in the efforts to educate internal stakeholders on ESG topics.
- Participate in ongoing training and compliance activities.
Senior Analyst, Investment Analytics
Fiera Capital
Montreal, QC
05.2018 - 08.2020
- Performed analyses to identify trends, variations, patterns and insights in Investment Strategies and their process.
- Compiled and submitted regular reports to update stakeholders on Performance and Risk analytics.
- Built and Improved Tools, Dashboards and Reports.
- Reviewed Processes and help in Optimizing production effort.
- Maintained deep knowledge of Investment Strategies, FInancial Market and Technological Tools.
- Research Adhoc topics and Present to higher management.
Analyst, Risk Management
Canadian Derivatives Clearing Corporation
Montreal, QC
12.2017 - 05.2018
- Undertook the Execution of Risk processes, including daily risk reports, analysis for distribution to stakeholders.
- Prepared Material for use by Risk Management Committees.
- Performed updates of initial margin rates, concentration thresholds, close-out periods, haircuts and more.
- Assisted with improving Margin Methodology and Risk Systems.
Client Service Associate, Private Wealth
Fiera Capital
Montreal, QC
04.2016 - 12.2017
- Assisted the Investment Counsellor in Business Development and Client Servicing.
- Performed adhoc Performance and Risk Analysis for actual and prospective clients.
- Proposed and Executed Trades for client portfolios.
Education
Certificate - Sustainability And Climate Risk
Global Association of Risk Professionals
12.2020
Certificate - Financial Services Advice
Canadian Securities Institute
04.2016
BBA - Finance
HEC Montréal
Montreal, QC04.2014
Skills
- Microsoft Office Suite
- Excel VBA & Macros
- SQL
- FIS APT Pro
- Factset
- Bloomberg
- C#
- Python
Certification
- Chartered Financial Analyst (CFA), certified by CFA Institute.
- FInancial Risk Manager (FRM), certified by Global Association of Risk Professionals (GARP).
- Fundamentals of Sustainability Accounting (FSA) credential from Sustainability Accounting Standards Board (SASB).
Timeline
Analyst, Manager of Managers & RI
Financière des professionnels
02.2023 - Current
Specialist, ESG Data Intelligence & Reporting
Power Sustainable
08.2020 - 01.2023
Senior Analyst, Investment Analytics
Fiera Capital
05.2018 - 08.2020
Analyst, Risk Management
Canadian Derivatives Clearing Corporation
12.2017 - 05.2018
Client Service Associate, Private Wealth
Fiera Capital
04.2016 - 12.2017
Certificate - Sustainability And Climate Risk
Global Association of Risk Professionals
Certificate - Financial Services Advice
Canadian Securities Institute
BBA - Finance
HEC Montréal
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