Eric Roy, CFA

Experience

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  Swift Trade

  Jan 2006 - Dec 2008

  Trader US Equity

  Trading US EquityTechnical AnalysisMarket Maker

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  Golden Market Management Inc.

  Jan 2009 - Dec 2013

  Trader US Equity

  Trading US Equity, ADR'S, ETF.Design, implement, optimize and manage an automated Arbitrage Trading model.Ensure post trade and execution analysis.Tick data backtesting. US Equity, ADR'S, ETF.Risk ManagementMarket MakingHistorical Data BacktestingProject Manager -Arbitrage Strategy

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  TD

  Jan 2014 - Oct 2014

  Commercial Banking Associate

  • Complete credit assessment on existing clients and prospects.• Make recommendations on risk assessment, credit structure, due diligence and credit presentation.• Credit annual review meeting on a weekly basis.• Meeting with targeted client.

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  CIBC Wood Gundy

  Nov 2020 - now

  Role Summary:Supporting the Vice President and portfolio manager.My responsabilities include:• Monitoring equity indexes and individual stocks, USD/CAD and major commodities.• Equity trading execution.• Allocating and rebalancing client's assets according to their Investment Policy Statement (IPS) and custom model portfolio.• Due diligence of equity and fixed income managers.• Morning Note redaction on a daily basis to brief the Portfolio Manager.• Conducting north american equity stock research summary helped by Thomson One, Bloomberg, Independant provider and sell side analyst research.• Meeting high net worth client.• Respond promtly to client requests. Show less

  • Conseiller en placement associé-Associate Investment Advisor

    Nov 2014 - now

  • Gestionnaire de portefeuille associé/Associate Portfolio Manager

    Nov 2020 - now