Nicholas Baric

Nicholas Baric

Banking Advisor Intern

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location of Nicholas BaricMontreal, Quebec, Canada

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  • Timeline

  • 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 Business

      International Exchange Student Program

    • HEC Montréal

      2022 - 2024
      Master of Science - MS Finance
  • Experience

    • RBC

      Jun 2019 - Sept 2019
      Banking Advisor Intern

      Engaged 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 2020
      Customer Service Representative

      Offered 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 2020
      Business Engagement Intern

      Assist 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 2021
      Junior Analyst, Capital and Treasury

      Accounts; 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 2021
      Reconciliation Analyst - Collateral Management

      Reconciling 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 2022
      Market Risk Analyst Intern

      Monitoring 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

      DataCamp
      Mar 2022
    • Introduction to Python

      DataCamp
      Jan 2022
    • Python for Finance: Investment Fundamentals and Data Analytics

      Udemy
      Nov 2020
    • Bloomberg Market Concepts (BMC)

      Bloomberg LP
      Oct 2020
    • Financial and Valuation Modeling

      Wall Street Prep
      Mar 2020
    • Python for Financial Analysis and Algorithmic Trading

      Udemy
      Oct 2022
      View certificate certificate
    • Chartered Financial Analyst (CFA) Level II Candidate

      CFA Institute
      View certificate certificate
  • Honors & Awards

    • Awarded to Nicholas Baric
      Deans' 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 Baric
      Distinction John Molson School of Business, Concordia University Graduated with Distinction, requiring a minimum cumulative GPA of 3.4 upon graduation.
    • Awarded to Nicholas Baric
      HEC 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
      Concordia University - John Molson School of BusinessAssociated with Nicholas Baric