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As an investment analyst on the team, David supports the team’s credit research efforts and also provides trading support for the team’s money market accounts and contributes to the overall money market strategy within client accounts. Prior to these roles, he supported the team as a client portfolio management specialist, where he worked on all aspects of product management, supporting client-facing teams in the effective communication and positioning of investment strategies with clients, prospects, and consultants. He joined the firm as part of the performance measurement and analytics group, where he focused on producing portfolio analytics and attributions for the fixed-income teams.
Prior to joining the firm, David worked at the Canadian Pension Plan Investment Board as a portfolio management intern analyst, where he gained experience with quantitative research and portfolio management practices. He holds the Chartered Financial Analyst designation.
Education: M.B.A., University of Toronto; B.Math., Financial Analysis and Risk Management, University of Waterloo
Joined the company: 2017
Began career: 2012