
Nicholas Baric
Banking Advisor Intern

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About me
Candidate for CFA Level II Exam and MSc. Finance
Education

Concordia University
-Bachelor of Commerce - BCom Major in Finance, Minor in International Business
Rijksuniversiteit Groningen
-Bachelor's degree Major in Finance, Minor in International BusinessInternational Exchange Student Program

HEC Montréal
2022 - 2024Master of Science - MS Finance
Experience

RBC
Jun 2019 - Sept 2019Banking Advisor InternEngaged with various clients, provided help and advice, identified specific banking needs and suggested relevant products to match those needs.Used and leveraged proprietary technology in order to provide optimal customer oriented experience and help drive sales.Fostered strong relationships with clients and helped resolve any specific banking issues they may be facing.

BMO
Oct 2019 - Mar 2020Customer Service RepresentativeOffered advice and guidance tailored to specific customer banking needs, while providing excellent customer service.Reviewed customer profile and engaged in needs based conversation to identify potential opportunities.

UN Environment Programme
Jan 2020 - Jul 2020Business Engagement InternAssist in providing secretariat support to the Global Partnership for Business and Biodiversity, a global network of national and regional partnership initiatives, and its associated activities;Assist in research and undertaking analytical work on approaches and trends in incorporating ecosystem and biodiversity considerations in economic policies, business models and operations in economic sectors, identifying, analyzing and synthesizing relevant articles, publications, guidelines, case studies, among others;Support work to identify global and regional leaders in corporate social responsibility, mainstreaming and innovative approaches to sustainability related to nature, and to build a robust contact list database Mostrar menos

Concordia University
Jan 2021 - Jan 2021Junior Analyst, Capital and TreasuryAccounts; clean-up, reconcile financial information and trouble shoot inaccuracies. Track the requests for funding and certificate of approval documents to ensure correct entry into the financial systemPrepare journal entries relating to University borrowings and account transfers.Ensure figures reconcile with bank accounts and prepare complete backup documentation for director’s review.Update and validate financial databases, which relate to short and long-term borrowings.Prepare certificates, maintaining tracking folder for ensuring complete backup documentation for transactions entered in in the financial system. Mostrar menos

BMO Capital Markets
Jul 2021 - Jan 2021Reconciliation Analyst - Collateral ManagementReconciling daily collateral positions and issuing margin calls/releases, resolving margin breaks. Liaising with internal and external clients and ad hoc duties as assigned.Responsible for ensuring that the terms of the collateral agreements that the bank enters into, in connection with its over-the-counter derivatives business and with its Repo/ Reverse Repo business, are met.

BNP Paribas
May 2022 - Jan 2022Market Risk Analyst InternMonitoring of risks and limits on business lines and management of production issues affecting market risks in tandem with IT team.Production of daily limit reports and investigation of various market risk related limit excesses. Types of market risks analyzed include VaR, Stressed VaR, Interest Rate Risk (IR Delta, IR Vega, etc.), and Foreign Exchange Risk.Participation in Capstone Project in which the objective was to create a financial product for tackling climate risks.
Licenses & Certifications

Intermediate Python
DataCampMar 2022
Introduction to Python
DataCampJan 2022
Python for Finance: Investment Fundamentals and Data Analytics
UdemyNov 2020
Bloomberg Market Concepts (BMC)
Bloomberg LPOct 2020
Financial and Valuation Modeling
Wall Street PrepMar 2020- View certificate

Python for Financial Analysis and Algorithmic Trading
UdemyOct 2022 - View certificate

Chartered Financial Analyst (CFA) Level II Candidate
CFA Institute
Honors & Awards
- Awarded to Nicholas BaricDeans' List John Molson School of Business, Concordia University Achieved Deans' List during the 2016-2017 academic year, requiring a minimum cumulative GPA of 3.75.
- Awarded to Nicholas BaricDistinction John Molson School of Business, Concordia University Graduated with Distinction, requiring a minimum cumulative GPA of 3.4 upon graduation.
- Awarded to Nicholas BaricHEC Montreal Thesis Scholarship HEC Montreal Scholarship recipient for work relating to Master of Science - Finance Thesis.
Volunteer Experience
Team Host/Judge Coordinator
Issued by Concordia University - John Molson School of Business on Jan 2020
Associated with Nicholas Baric
Languages
- enEnglish
- frFrench
- itItalian
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