Jonathan Sos

Jonathan Sos

Analyst - Summer Student

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  • Timeline

  • About me

    Manager, Supply Chain Risk Management at Ontario Power Generation

  • Education

    • CFA Institute

      -
      Level 2 Candidate
    • CSI Global Education Inc.

      2013 -
      Canadian Securities Course
    • CSI Global Education Inc.

      2010 -
      Investment Funds in Canada Mutual Funds
    • The University of Western Ontario

      2006 - 2011
      Bachelor's Degree Specialization in Finance and Administration
  • Experience

    • Atlantic Packaging Products Ltd.

      Jan 2007 - Jan 2007
      Analyst - Summer Student

      Prepared a variety of reports, presentations, business communications, data summaries and other pertinent documents to support departmental and organizational decisions.

    • RBC Royal Bank

      Jan 2010 - Jan 2014
      Account Manager/ Mutual Fund Sales Representative

      Through cultivating relationships and establishing trust with key stakeholders, successfully acquired new business by and frequently receiving outstanding feedback.Managed 100+ relationships to achieve highest volume among peers, $10.53MM in fiscal 2013 at RBC’s flagship downtown branch and grew assets by 62% in 2013 over 2012.Recognized as a top performer, averaging $877Kper month, $611K above established sales objectives each month, ultimately generating $4MM in personal volume. Show less

    • BMO Financial Group

      Jan 2015 - Jan 2016
      Commercial Account Manager

      Used strategic relationship selling & relationship management principles ito advise customers on their commercial & personal financial needs and liaised between internal departments to acquire credit facility approval for clients while managing expectations throughout the process.

    • Ontario Power Generation

      Jan 2016 - now
      Manager, Supply Chain Risk Management

      Responsible for managing various special assignments, while collaborating colleagues and the senior leadership team on a variety of mandates.Monitors and evaluates OPG’s largest vendor’s credit quality and compliance and terms and conditions on some of Ontario’s largest green energy and infrastructure projects; fostering strong professional relationships with suppliers and leveraging outstanding strategic thinking in order to negotiate contracts. Creates effective procurement strategies and commercial specifications by working with internal stakeholder partners on RFPs focused around maximizing value for the various business units. Show less

  • Licenses & Certifications

    • Advanced Data Manipulation with Excel Part 1 & 2

      .
    • Bloomberg Essentials (BESS) & Bloomberg Terminal Certification

      .
    • Standard & Poor Credit Analytics & Moody’s Risk Calculator

      The Marquee Group
  • Volunteer Experience

    • Team Leader - Mens and Womens Downhill Skiing/Moguls/Aerials

      Issued by VANOC - 2010 Vancouver Winter Olympics on Jan 2010
      VANOC - 2010 Vancouver Winter OlympicsAssociated with Jonathan Sos
    • RBC Ambassador

      Issued by Golf Canada on Jan 2013
      Golf CanadaAssociated with Jonathan Sos
    • Program Facilitator - Economics for Success

      Issued by Junior Achievement of Canada on Jan 2011
      Junior Achievement of CanadaAssociated with Jonathan Sos