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Jonathan PLANTÉ

MONTRÉAL

En résumé

Trilingual finance professional with three years of experience in the investment industry.

Skilled in financial modeling, economic analysis, derivatives trading and sales management. Valued for my ability to adapt, my strong analytical skills and my strategic thinking.



Mes compétences :
Finance
Sales
Analyst

Entreprises

  • Innocap Investment management - Senior Analyst

    2013 - maintenant Hedge Fund

  • Business Development Bank of Canada - Account Manager, Acquisition Middle Market

    2010 - 2011 Develop a profitable multi-million-loan portfolio.
    Ensure an excellent return/risk ratio.
    Analyze financial statements.

    Achievements:
    • Analyzed, negotiated and prepared complex loan submissions.
    • Developed network across foreign board of trades, governmental agencies and diverse influencers.

  • Green field aménagement - International Business Development Manager

    2008 - 2009 Define and implement business strategies.
    Manage client relationships at senior levels.
    Discuss real estate investment strategies.

    Achievements:
    • Customized real estate financing strategies for international projects - Increased benefits by 13%.
    • Initiated and managed the opening of the Geneva office.

Formations

  • Autorité Des Marchés Financiers, Québec (Montréal)

    Montréal 2013 - 2013 Exempt Market Dealer

  • CFA Institute (Charlottesville, Va)

    Charlottesville, Va 2012 - 2012 CFA Level 1 (Candidate)

  • CAIA Chartered Alternative Investments Analyst (International Certification)

    International Certification 2012 - 2012

  • HEC Montréal (Montréal (Québec))

    Montréal (Québec) 2011 - 2012 Capital Markets

    MATLAB & VBA – Risky securities, Futures & Options pricing, GARCH / AR / EWMA.

    BLOOMBERG.

  • Ecole Supérieure De Commerce ESC

    Saint Etienne 2005 - 2009 Master International Business Development

    alternance

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