graeme cox

research assistant

About

I am a highly motivated problem-solver. Supporting and developing energy-related strategies to mitigate climate change is my utmost passion. At EnPowered, I am achieving this by helping large industrial companies optimize their energy usage during peak demand periods, reducing the need for carbon-intensive forms of energy generation. While the world transitions to a closed-loop economy, I look forward to contributing and proving that profit can be achieved, with a purpose. When out of the office I can be found on the tennis court, the slopes, the beach, taking photos, or cheering on the Toronto Maple Leafs.

Country

united kingdom

City

city of edinburgh

Industry

financial services

Skill

microsoft excel, financial analysis, teamwork, time management, bloomberg terminal, finance, accounting, financial modeling, macroeconomics, valuation, investments, equities, bloomberg, powerpoint

Experience

research assistant

business development representative

enpowered

2017-11 - Present · 8 yrs 11 mos

analyst

cibc asset management

2016-9 - 2017-4 · 8 mos

* Developed a structured framework to improve the elements of factor-neutral portfolio construction * Generated fundamental research reports which contributed to the placement of asset managers in multi-billion dollar portfolios * Directly managed the presentation of weekly updates on the Canadian equity space, as well as mutual fund performance at weekly investment meetings

bloomberg terminal instructor

prism resources

2014-9 - 2015-12 · 1 yr 4 mos

* Engaged students while introducing equity research and valuation, fixed income instruments, investment banking and financial derivatives tools to enhance financial knowledge * Facilitated navigation for students into the Bloomberg platform and its capabilities * Educated students on essential functions that filter for securities with margin growth, smart capital allocation, and strong cash flow * Collaborated with Citigroup to ensure sponsorship for the PRISM Trading Competition

vice president of economics

laurier investment and finance association

2014-9 - 2015-4 · 8 mos

* Provided weekly detailed macroeconomic news and important updates on North American and global financial markets to more than 75 general members * Collaborated with fellow executives and VP of investments to ensure of informative meetings * Educated club members on investment theories and key macroeconomic trends

canadian investment division intern

russell investments

2014-4 - 2014-8 · 5 mos

* Composed and presented fixed income and Canadian equity data at weekly investment meetings * Created financial models used to assess the Canadian manager universe based on valuation * Produced concise reports for quarterly manager calls * Performed valuation on specific equities for the direct investing sleeve

multi-manager portfolio analyst

cibc

2015-4 - 2015-12 · 9 mos

* Developed a structured framework to improve the elements of factor-neutral portfolio construction * Directly managed the presentation and research of mutual fund performance at weekly investment meetings * Generated detailed fundamental research, contributing to the placement of asset managers in multi-billion dollar portfolios

Education

university of edinburgh school of philosophy, psychology and language sciences

norwegian school of economics (nhh)

2016-1 - 2016-1 · 1 mo

wilfrid laurier university

economics

2012-1 - 2016-1 · 4 yrs 1 mo

The Lazaridis School of Business and Economics develops leaders with skills in management and economics for a rapidly changing and complex global environment. It seeks to advance knowledge and practices in these fields by supporting both theoretical and applied research. Further, the School strives to serve business and its community by fostering mutually beneficial alliances with leaders at local, national and international levels." Activities and Societies: The Link, DECA, Laurier Learning Services, Laurier Athletics - Intramurals

western university

french

2013-1 - 2013-1 · 1 mo

In 2013 I gained the experience of participating on an exchange to Trois-Pistoles, Quebec. The Explore exchange program is a program administered under the Government of Canada to promote French-speaking in youth across the country. Through the completion of the exchange, I enhanced my confidence in speaking French. In addition, being able to adapt to being placed out of a routine augmented my independence.