austin porter q-cap resume - queen's...
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Austin Porter [email protected] EDUCATION Bachelor of Commerce, Queen’s University, Kingston, Ontario 2013-2017
• Semester Exchange Program at the Vienna University of Economics and Business • Specializing in Finance with a focus on Portfolio Management • Completed the Financial Modeling Course with the Marquee Group • Awarded Queen’s Excellence Scholarship for achieving an admission average of +90%
PROFESSIONAL EXPERIENCE Summer Co-op, Desjardins Financial Security, Toronto, ON 2015
• Attracted new clients and prospects for the financial advisor using several marketing and sales techniques while helping the advisor convert to group plan services
• Assisted with client meetings where prospects were acquired and investment and insurance products were distributed
Supervisor, Heroheads, Toronto, ON 2015 • Increased camp enrolment by 20% through effective supervision of instructors and promotional discussions when
interacting with parents. • Ensured that the program functioned smoothly in its first year of operation within Toronto and made activity related
suggestions to improve the program for future years. Internship, CIBC Wood Gundy, Markham, ON 2011
• Contacted high net worth clients scheduling meeting times for my supervisor with a high rate of success; learned and had great exposure to investment markets
• Developed a new web layout for supervisor’s online biography increasing customer interaction
EXTRACURRICULAR ACTIVITIES Equity Analyst, Queen’s Capital 2015-Present
• Manage a portfolio of North American equities consisting of ~$100,000 in total AUM with a team of 30 Queen's students • Actively performing market research and discovering prudent investments while using financial modeling tools for analysis
including S&P Capital IQ, Bloomberg, and Microsoft Excel. • Responsible for investing in securities within the Mining and Minerals Sector
Queens Commerce Social Initiative 2014- 2015
• Organized social events for the executive team and provided assistance to others in the Kingston community
Student Council, Bill Crothers SS., Unionville, ON 2012-2013 • Developed budget propositions and executed risk management plans for events including Mayfair, the athletic banquet and
prom
ADDITIONAL INFORMATION • Achieved the Certificate for Professional Development from Queen’s University • Continued investing focus by working towards the CFA Level 1 and competing the Canadian Securities Course • Personal interests include playing hockey, golf, and snowboarding