Charles-Andre Roy, CIM, CAIA

Charles-Andre Roy, CIM, CAIA

Investment Analyst

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location of Charles-Andre Roy, CIM, CAIAMontreal, Quebec, Canada

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  • Timeline

  • About me

    Senior Vice President at CBRE Canada

  • Education

    • Concordia University

      2013 - 2016
      Bachelor's Degree Finance Major, Management Minor
    • Universidad Carlos III de Madrid

      2015 - 2015
      Bachelor's Degree Accounting and Finance
  • Experience

    • Gestion TRI Inc.

      May 2013 - Jun 2015
      Investment Analyst
    • Dynamic Funds

      Jul 2015 - Nov 2015
      Financial Specialist
    • CBRE

      Mar 2016 - May 2019
      Debt & Structured Finance

      Executed along with the Head of Debt & Structured Finance and National Investment Team over 30 real estate transactions totaling over $2.0 B in Eastern Canada. This comprised of the structuring and execution of equity and debt raising process from analytics, to Confidential Information Memorandum creation and coordination, up to market negotiations and closing processes.The program has helped private entities, family offices, funds, public companies and REITs to complete their real estate visions and directly benefited their growth and bottom line. Show less

    • CMLS Financial

      May 2019 - Oct 2023
      Vice President
    • CBRE Canada

      Oct 2023 - now
      Senior Vice President

      Senior Vice President of CBRE's Debt & Structured Finance team in the Province of Quebec. Supporting real estate owners and developers raise capital for all asset classes.

  • Licenses & Certifications

    • Wall Street Prep Certification

      Wall Street Prep
      Jan 2015
    • Chartered Alternative Investment Analyst

      CAIA Association
      Mar 2016
    • Canadian Securities Course

      Canadian Securities Institute (CSI)
      Aug 2013
    • Investment Management Techniques

      Canadian Securities Institute (CSI)
      Aug 2014
    • Partners, Directors & Senior Officers

      Canadian Securities Institute (CSI)
      Jul 2016
    • Portfolio Management Techniques

      Canadian Securities Institute (CSI)
      Jun 2015