Sam Birrell, CFA

Experience

• 

  AGF Investments Inc.

  May 2015 - Mar 2018

  • Performed attribution analysis on AGF mutual funds to determine drivers of return• Implemented, managed and monitored the firm’s composites; ensured compliance with GIPS standards• Ensured accurate validation of monthly performance data and rate of return calculations; investigated discrepancies and brought issues to resolution• Responded to ad-hoc requests and produced value added analysis for investment teams• Created internal database of performance figures for portfolio managers • Spearheaded initiative to load all retail fund performance returns to Bloomberg for use in custom performance attribution Show less • Produced various scheduled and ad-hoc reports for portfolio managers and other internal employees used for portfolio analysis• Took lead role on multiple monthly and quarterly projects including Fund Profiles which were used by internal executives as well as sent to all external investors• Enhanced ability to juggle multiple time-sensitive, often competing, deadlines • Trained and supervised 12 co-op students between 2015 and 2016 • Learned and bolstered skills in SQL and database querying Show less

  • Performance Analyst

    Jul 2017 - Mar 2018

  • Quality Assurance Analyst

    May 2015 - Jun 2017
• 

  Fidelity Canada

  Jun 2018 - now

  • Lead product development analyst on several successful mutual fund launches• Responsible for all facets of product launch including idea generation, business case creation and presentation, industry and competitor research• Coordinated with various internal stakeholders (Legal, Marketing, Operations, Sales) to develop strategy, marketing materials, advertising, and sales training on new products• Regularly analyzed fund lineup of over 300 products to determine candidates for merger, termination or enhancement and produce analysis supporting recommendations• Subject matter expert on several internal projects • Presented competitor, industry and fund analysis to the President and Senior Executive Team regularly Show less • In-house product expert on global multi-asset class mutual funds for retail and high-net-worth investors, growing fund lineup from $21 billion to $38 billion in AUM• Met for discussion regularly with portfolio managers to develop an in-depth understanding of investment process and current fund positioning• Acted as internal Institutional Portfolio Manager conveying outlook and performance results to sales and other internal teams• Worked with portfolio managers to create presentation decks for international conferences• Provided regular market commentaries and fund analysis to investors • Trained and evaluated sales teams on fund and market knowledge Show less

  • Portfolio Construction Manager

    Feb 2024 - now

  • Senior Product Solutions Analyst

    Feb 2021 - Feb 2024

  • Investment Analyst

    Jun 2018 - Feb 2021