Jérôme Lafrenière, CFA

Jérôme Lafrenière, CFA

Adjoint Conseiller Financier

location of Jérôme Lafrenière, CFACanada

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  • Timeline

  • About me

    Asset Allocation, Trans-Canada Capital

  • Education

    • HEC Montréal

      2022 - 2024
      Master of Science - MS Finance

      Activities and Societies: Bourse d'excellence | IA Gestion mondiale d'actifs Teacher Assistant | Principles of Derivatives Pricing Project: Corporate bonds, the impact of spread duration, credit ratings and sectors on the cross section of excess returns and spread

    • McGill University

      2017 - 2020
      Bachelor's degree Commerce

      Activities and Societies: Financial Open participant | Personal Finance

  • Experience

    • Groupe financier PEAK / PEAK Financial Group

      May 2019 - Apr 2021
      Adjoint Conseiller Financier
    • BOMBARDIER

      May 2021 - Jan 2022
      Analyste, Finance et Procurement
    • TD Securities

      May 2022 - Aug 2022
      Corporate Banking Summer Associate
    • Caisse de dépôt et placement du Québec (CDPQ)

      Aug 2022 - Dec 2022
      Analyste Stagiaire, Construction de portefeuille
    • Valeurs Mobilières TD

      May 2023 - Aug 2023
      Global Markets, Summer Associate
    • Fonds BNI - HEC Montréal

      May 2023 - Jan 2024
      Président

      Student managed investment fund with approximately 6 million CAD in AUM, making it one of the largest student-led fund in the country. The fund uses a top-down quantitative approach to formulate both long-term strategic asset allocation and short-term tactical deviations for its portfolio.

    • Caisse de dépôt et placement du Québec (CDPQ)

      Jan 2024 - May 2024
      Analyste stagiaire, Construction de portefeuille

      Rédaction d'un projet supervisé dans le cadre de la maîtrise à HEC Montréal.

    • Trans-Canada Capital

      Jul 2024 - now
      Analyst, Asset Allocation
  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Aug 2024
  • Volunteer Experience

    • Teacher Assistant

      Issued by HEC Montréal on Jan 2023
      HEC MontréalAssociated with Jérôme Lafrenière, CFA