Daman Minhas, CFA

Experience

• 

  Canada Border Services Agency

  May 2012 - Sept 2014

  Traveller Services Representative
• 

  Canada Revenue Agency

  Jan 2013 - Aug 2013

  Business Returns Assessing
• 

  RBC

  Sept 2014 - Jan 2017

  Banking Advisor
• 

  Leith Wheeler Investment Counsel Ltd.

  Nov 2017 - Apr 2020

  Performance analysis - responsibilities include calculating performance attribution on a security and sector level basis and detailing results for distribution to portfolio managers on a monthly basis. Also, analysing portfolio performance relative to the relevant Index to determine sources of added value, and providing reasons for security specific performance (market themes, company specific news)Responding to information requests from portfolio managers, clients, consultants, and other service providers. These requests include regular and ad-hoc requests for client performance including attribution analysis, valuations, transactions, income, and other portfolio details. In addition, quarterly updates of performance, holdings, and characteristics on Leith Wheeler Pooled Funds across multiple third-party databasesPreparing presentation material for clients - updating returns, performance charts, and creating customize content as requested by Portfolio ManagersCompleting prospective client proposals (RFPs) - communicating Leith Wheeler’s investment philosophy, process and strategy. Also, preparing quantitative data including historical performance and portfolio characteristics such as standard deviation, tracking error, active share, and portfolio turnover.Coordinating and responding to cash flow requests Assisting with various projects around the firm Show less

  • Associate, Pensions & Institutions

    May 2019 - Apr 2020

  • Portfolio Administrator

    Nov 2017 - Apr 2019
• 

  King of Cars BC

  Oct 2020 - Jun 2021

  Finance Manager
• 

  PBI Actuarial Consultants / PBI Conseillers en actuariat

  Jul 2021 - now

  Investment Analyst

  Develop and monitor investment strategies aligned with client goals.Perform market research to identify trends and investment opportunities.Prepare and present detailed financial reports and client presentations with clear data visualization using Excel, PowerBI, Python and SQL.Present client reports and offer insights and recommendations during meetings with senior consultants.Conduct thorough quantitative and qualitative analyses on diverse investment portfolios using advanced financial models.Analyze financial reports and economic indicators to support ideas in investment reports.Proficient in Excel, Bloomberg Terminal, Python and SQL. Show less