Chris Pettit, CFA, CFP®, CAIA

Oversight & Manager Search Fund and Manager Oversight: US Growth, Mid-Cap Growth, International Growth, International Explorer, Energy, Windsor, Active Fixed Income, Money Markets Search: Domestic Growth, Fixed Income, Canadian Equity Projects: Morgan Growth/US Growth merger, Mid-Cap Growth and International Explorer advisor changes, Energy Fund manager changes, 40 Act Diversification proxy

Products: International Dividend Index Funds/ETFs, Core Bond and Emerging Market Debt, Currency Hedging, Canadian Mutual Funds

Rotations: Investment Strategy Group - Long-Term Growth Companies Portfolio Review Department - SMA Strategy Quantitative Equity Group - Business Strategy and Multi Alternative Research

Equity Risk Management Group - Currency Hedging Model

I was responsible for completing comprehensive financial modeling on potential acquisition targets. I would forecast the various aspects of a target's balance sheet and income statement in order to determine whether or not they were a viable opportunity for us to pursue. I then prepared presentations to facilitate the CEO's discussion with the Board of Directors so that informed decisions could be made. Additionally, I spent time streamlining the primary acquisition model in order to help it accomodate additional opportunities. Lastly, I would perform variance analyses of the projected versus actual results to further understand and analyze where the pro forma differed.

I supported the three portfolio managers in the oversight of more than $700 million in assets. I prepared reports for the weekly Investment Strategy Team meetings, as well as the month end strategy performance reports. I also handled trades for the portfolio managers based on client requests and completed miscellaneous other portfolio management related tasks.

In this position, I worked on various projects that touched the entire enterprise. Through the projects I learned a great deal about the various departments within the organization and how they fit into the big picture.

I was an Associate in the Management Development Program and received training on various aspects of the Bank. The training included job shadowing with various divisions, completing software training and a credit class. I also worked on various projects that included an Accounting Efficiency Project (identifying various ways to improve processes) and the data entry for a new Commercial Software system.