Etienne Dion
MBA
Passed Level I and II exams.
Graduate degree in finance.
Main classes:
-Capital Markets and portfolio management,
-Derivatives,
-Financial theory,
-Financial econometrics,
-Real estate investment and financing.
Implications:
-Member of the 2015, 2016 and 2017 MBA Games delegations representing Laval University at the competitions held in Hamilton, Toronto and Vancouver, respectively.
-Participation in 2017 in the financial competition of the MBA Games. Topics addressed during preparation and competition: analysis and recommendation of a merger / acquisition project as a consultant, analysis and financial evaluation of companies using several methods and analysis of real estate development projects.
Main classes:
-Capital Markets and portfolio management,
-Derivatives,
-Financial theory,
-Financial econometrics,
-Real estate investment and financing.
Implications:
-Member of the 2015, 2016 and 2017 MBA Games delegations representing Laval University at the competitions held in Hamilton, Toronto and Vancouver, respectively.
-Participation in 2017 in the financial competition of the MBA Games. Topics addressed during preparation and competition: analysis and recommendation of a merger / acquisition project as a consultant, analysis and financial evaluation of companies using several methods and analysis of real estate development projects.
Undergraduate degree in finance
Implications:
-Participation as a financial analyst in the Alpha Fund Student Investment Fund; quantitative and qualitative analysis of companies in the Utilities sector.
Implications:
-Participation as a financial analyst in the Alpha Fund Student Investment Fund; quantitative and qualitative analysis of companies in the Utilities sector.
Senior Associate, Capital projects & Infrastructure
PricewaterhouseCoopers
Since December 2018
- Participate in developing and revising financial models
- Carry out studies of financial markets and various industries
- Participate in writing reports and information memorandums
- Assists in the preparation of proposals for certain projects
- Assist in developing business opportunities
Financial Analyst | National Investment Team & Debt and Structured Finance
CBRE Capital Markets
January 2018
to November 2018
- Develop and maintain financial models related to complex real estate debt and sale transactions using Excel and Argus;
- Help coordinate debt and investment assignments for various real estate properties and portfolios;
- Complete and/or coordinate marketing and due diligence packages;
- Manage and/or coordinate special ad-hoc projects, presentations and initiatives;
- Maintain and develop sector specific databases;
- Credit, market and real estate analysis.
Alternative Investment Analyst
Fonds commun de placement des régimes de retraite de l'Université Laval
August 2017
to January 2018
- participate in the management of the real estate portfolios, infrastructures and private placements of the common fund entrusted to external managers:
- tracking of cash flows and commitments, calculation of internal rate of return (IRR) and multiples;
- search for new investment opportunities with fund managers: tracking in the market, quantitative factors analysis, questionnaires and due diligence;
- monitoring the managers' strategy, transactions in the funds;
- verification of the compliance of mandates with their management agreement;
- when hiring, participate in the process of analyzing the legal documentation related to an investment;
- monitor the alternative investment market to detect trends and develop a contact network to facilitate access to investment opportunities.
Financial Analyst
Fonds commun de placement des régimes de retraite de l'Université Laval
August 2015
to August 2017
- Perform various tasks related to the management and monitoring of portfolios of stocks and bonds of the fund:
- calculate and produce performance analysis reports and analyze the performance gaps;
- prepare the compliance reports of the investments, transactions and presentation texts of managers;
- support the financial analysis team in a search for manager;
- provide constant support for research projects undertaken by the financial analysis team;
- perform analysis and monitoring of management strategies and managers' investments before and after hiring;
- execute the currency hedging strategy on the portfolios.
- Recipient of the Excellence Award from the Chair of Insurance and Financial Services Industrial Alliance (2014) Scholarship rewarding the best applications of admission to the MBA.
- Recipient of the Frances-Drouin-et-Raymond-Normandeau Funds Excellence Scholarship (2011) Awarded for the best BBA admission applications.
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Microsoft Excel
Expert
-
Microsoft PowerPoint
Advanced
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Microsoft Word
Advanced
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Bloomberg
Advanced
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Capital IQ
Good
-
Mercer Insight
Advanced
-
PCView
Advanced
-
Eagle Investments System
Advanced
-
Preqin
Advanced
-
Argus
Advanced
-
French
Expert
-
English
Expert