Jonathan Parra, M.Fin.

Experience

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  Ready to Work inc

  Jan 2007 - Dec 2010

  Co-Founder and Company Director

  •Managed operations and supervised financial transactions.•Placed 30 to 60 workers daily in different companies totalling more than $0.5m in sales.•Planned budgets and managed expenses.•Expanded customer base and marketed company.

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  Pratt & Whitney Canada

  Sept 2009 - Dec 2009

  Inventory Management Intern.

  •Developed an automated tool to create inventory reports and reported weekly on supply base inventory levels.•Consulted with project managers in order to reduce inventory levels through purchasing strategies.•Ensured parts receipt to service engine assembly and reduced excess inventory (from $2 million to $5 hundred thousand) and number of inspection lots.

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  FS Securities (QLD)

  Feb 2011 - Aug 2011

  Stock Analyst and Project Manager

  •Created a quantitative model to forecast and predict market futures prices.•Valuation of Australian companies and industries.•Traded securities and options for customers.

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  Fogel Neale Partners LLC

  Sept 2011 - Dec 2011

  Trading Desk Analyst Intern

  •Conducted equity research on Fogel Neale’s $100 million fund.•Created a macro-based Excel model to monitor and manage client portfolios.•Performed financial analysis through the Bloomberg platform

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  CI Investments Inc.

  Oct 2012 - Sept 2013

  Bilingual Financial Service Representative

  •Offered timely, courteous service to sales representatives and unit holders inquiring about the plan types offered by the government (RSP, RIF, LIRA, LIF, Open, etc) and their advantage.•Provided accurate information on different types of funds held in the market (Mutual funds, LSIF, etc). •Investigated and correct account-related problems with the products, financials, and administrative information.

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  Harmonic Fund Services

  Sept 2013 - Feb 2018

  Portfolio Operations Business Analyst

  •Manage and monitor all performance related data streams into FM3 Analytics performance database.•Analyze, validate and report; portfolio P&L, securities and benchmark performance, within the FM3 Analytics performance Module.•In-depth analysis on alternative asset classes in areas of valuation, attribution, risk and portfolio construction.•Manage an outsource team for daily task operations to conduct timely and accurate on-boarding of all new funds and the integration of new clients, brokers and service provider’s data into the in-house portfolio management system.•Resolve day-to-day issues and ad hoc requests for completion of responsibilities as portfolio operations liaison to related parties including: operations, investment advisers, investor relations, investor services, portfolio analysts, portfolio management, product development, risk, third party administrators. Show less

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  Equisoft

  Feb 2018 - now

  • Project Manager

    Nov 2021 - now

  • Senior Business Analyst

    Feb 2019 - Nov 2021

  • Business Analyst

    Feb 2018 - Feb 2019