Document 6576461

Som Ghosh 8591 Sierpina Drive, Richmond BC| som.ghosh@qfac.ca | (613)-­‐305-­‐1814 EDUCATION AND AWARDS Bachelor of Commerce 2016, GPA : 3.56 (D.I. McLeod Dean’s List), Queen’s University, Kingston 2012 -­‐ Present § Excelled in Managerial Economics (A), Financial Accounting (A-­‐), Marketing II (A-­‐), Info Systems (A) § Awarded the Queen’s University Excellence Entrance Scholarship for an admittance average of 94.8% Case Competition Experience, Worldwide 2013 -­‐ Present st
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§ 1 Place -­‐ Alberta Energy Challenge 2014, University of Alberta (Edmonton, AB), Best Presenter Award & 2 Place -­‐ st
John Molson Undergraduate Case Competition 2014 (Montréal, QC), 1 Place -­‐ QCIB Case Competition 2014 (Toronto, nd
ON), 2 Place -­‐ Eller Ethics Case Competition 2013 (Arizona, TX) Exchange Program, European Business School (EBS), Frankfurt, Germany § Awarded the Dr. David J. Saul International Exchange Scholarship for high academic achievement Winter 2015 EMPLOYMENT EXPERIENCE Portfolio Management Analyst, Nicola Wealth Management (NWM), Vancouver, BC Summer 2014 § Optimized asset allocation of a $400M mutual fund by a 12% change in exposure across sectors, geographies and option positions by creating a data tracking model to assess holding information § Conducted qualitative and quantitative research on an Oil & Gas company by attending sell-­‐side analyst meetings and performing analysis through information from annual reports and Bloomberg § Advised the CEO and CFO with a response to address regulatory changes in the disclosure of fund performance and fee structure set out by the securities commission (BCSC) Summer Intern, Toronto-­‐Montreal Stock Exchange (TSX), Vancouver, BC Summer 2012 & 2013 § Developed a deep understanding of equity capital markets by reviewing historical IPO and M&A transactions of venture exchange clients focused in the Telecom, Mining and Oil & Gas Sectors st
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§ Organized and executed the 1 and 2 Annual TSX Charity Golf Classic by securing over $200,000 in sponsorship and building trusted relationships with 32 corporate sponsors Research & Due-­‐Diligence Analyst, IVEST Private Equity, Vancouver, BC Summer 2012 § Recommended 11 untapped investment opportunities to managing directors from a list of more than 250 privately held firms through in-­‐depth company research and analysis of growth potential § Created a competitive analysis report in the luxury furniture industry by gathering information from primary and secondary sources that was used to develop a 5-­‐year growth model for an investment EXTRACURRICULAR ACTIVITIES New York Trip Coordinator, Queen’s Finance Association Conference (QFAC), New York, NY 2012 – Present §
Attracted two new high profile sponsors to the competition (Citibank, RBC) by reimagining event format to create stronger alignment between QFAC and its growth in New York §
Previously held the position of Sponsorship Coordinator and personally confirmed $8,000 from Credit Suisse, TMX Group, and Paradigm Capital Founder, McRoberts In Action Club, Richmond, BC 2011 – 2012 §
Empowering high school students to make a positive impact on society through performing arts, athletics and non-­‐
for-­‐profit work by enabling them with the resources, motivation and mentorship necessary §
Selected as “Richmond’s Top 30 Under 30” for my efforts in motivating community groups and students through speeches, workshops and class talks ADDITIONAL ACCOMPLISHMENTS AND INVOLVEMENT Skills: Microsoft Office, Visual Basic, Bloomberg, Capital IQ Community: McRoberts Secondary Valedictorian, Community Seed Consulting, Commerce Frosh Leader Sports: Competitive Rugby, Ice Hockey, Volleyball, Completed the BMO Half Marathon (1:48) Performing Arts: Violin (Level 6) and Tenor Saxophone (Honor Jazz Ensembles) Languages: English (Fluent), French (Conversational), Bengali (Conversational), German (Beginner)