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Carmen Firmani, CFA

Carmen Firmani, CFA

Financial Advisor

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location of Carmen Firmani, CFAVictoria, British Columbia, Canada

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  • Timeline

  • About me

    Senior Manager, Client Relations at BCI

  • Education

    • University of Victoria

      -
      Bachelor of Commerce (BCom) with distinction (top 15%) Business/Commerce, General

  • Experience

    • Scotiabank

      Jan 2006 - Jan 2008
      Financial Advisor

      - Top mutual funds sales in Canada for Scotiabank in 2007 - Managed portfolio of 500+ high net worth clients

    • BCI

      Sept 2008 - now

      - $35B+ external manager program with 25+ managers- Oversight and analysis in manager selection, monitoring and termination decisions- Fund attribution, performance and risk analysis - Asset allocation modeling for equity funds- Collaborated with Trading Desk to run manager transitions - Drafted quarterly client deliverable - market review, fund performance and outlook- Presented market updates to senior executive management team weekly- Advised on stock and industry trends, and regional tactical asset allocation Show less

      • Senior Manager Client Relations

        Apr 2023 - now

      • Manager Client Relations

        May 2021 - Apr 2023

      • Manager Client Education & Development

        Jun 2020 - May 2021

      • Derivatives Trader/ Trader, Public Markets

        Oct 2014 - Jun 2020

      • Equity Analyst, External Manager Program

        Sept 2011 - Oct 2014

      • Client Service Consultant, Investment Consulting

        Sept 2008 - Oct 2011

  • Licenses & Certifications

    • Contract Law

      HarvardX - An Online Learning Initiative by Harvard University through edX
      Mar 2020

    • Personal Financial Planner (PFP) (honours); Associate of the Institute of Canadian Bankers (AICB)

      Institute of Canadian Bankers
      Jan 2006

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Jan 2013

    • Futures Licensing (2018), Derivatives Fundamentals and Options Licensing (2016), Trader Training Course (2015)

      Canadian Securities Institute (CSI)

  • Honors & Awards

    • Awarded to Carmen Firmani, CFA
      Winner of the 2019 Women in Capital Markets Outstanding Volunteer Award Women in Capital Markets Nov 2019 The WCM Outstanding Volunteer Award honours WCM volunteers who have demonstrated impressive leadership initiatives and have had a significant impact on the industry.
    • Awarded to Carmen Firmani, CFA
      Winner of the 2017 Women in Capital Markets Emerging Leaders Award Women in Capital Markets Sep 2017 The Emerging Leaders Award Program is designed to support the development of high potential women into more leadership roles in the industry.

  • Volunteer Experience

    • WCM Victoria Chair and Co-Founder

      Issued by Women in Capital Markets on Jan 2017
      Women in Capital MarketsAssociated with Carmen Firmani, CFA