liliana tzvetkova

portfolio manager us equities

About

* Over 8 years of equity capital markets and investment management experience * Passed all three levels of the CFA Program on the first attempt * Graduated with Great Distinction (GPA: 4.08/ 4.30; Finance GPA: 4.13/4.30) * Superior mathematical, technical and communications skills

Country

canada

City

edmonton

Industry

capital markets

Skill

equity research, financial modeling, equities, investments, financial analysis, bloomberg, capital markets, valuation, portfolio management, equity valuation, finance, corporate finance, financial reporting, research, trading, asset management, data analysis, financial forecasting, investment management, financial planning, strategic thinking, information analysis, time management, management

Experience

equity research associate

industrial alliance securities

2009-1 - 2010-1 · 1 yr 1 mo

Conducted research, built financial models and spreadsheets and wrote reports on companies in the Consumer Products and Financials sectors.

junior equity research associate

dundee capital markets

2008-5 - 2008-9 · 5 mos

junior equity research analyst

jarislowsky, fraser limited

2007-5 - 2007-9 · 5 mos

portfolio manager us equities

cwb wealth management

2014-4 - Present · 12 yrs 6 mos

equity research associate analyst

dundee capital markets

2010-1 - 2012-10 · 2 yrs 10 mos

* Worked for #1 ranked analyst, top revenue producer in department. * Analyzed and evaluated companies trading on the TSE and NYSE in the Paper & Forest and Fertilizers industries * Built and maintained financial models, analyzed financial results and key financial metrics and prepared forecasts for major commodities * Produced investment recommendations and published research notes, sector and initiation reports and investor presentations * Evaluated complex financial transactions (including equity and debt financing, mergers and acquisitions, and major expansion projects) * Conducted interviews with senior management and industry consultants

Education

cfa institute

2009-1 - 2011-1 · 2 yrs 1 mo

sofia university st. kliment ohridski

mathematics

1999-1 - 2003-1 · 4 yrs 1 mo

concordia university

commerce

2006-1 - 2009-1 · 3 yrs 1 mo

GPA: 4.08 (Dean’s List, Eric Poteet Scholarship in Finance, Mirabaud Canada Scholarship) * Member of the Kenneth Woods Portfolio Management Program: Two-year investment experienced gained through managing a $1.5M endowment fund with the support of weekly meetings with experts in the financial industry. Responsibilities: Industrials, Sector Rotation & Asset Allocation * Member of Golden Key and Beta Gama Sigma International Honor societies (top 10% of Concordia University students) Activities and Societies: Kenneth Woods Portfolio Management Program, Golden Key International Honor Society, Beta Gama Sigma International Honor Society, Dean's List