Publication Designer at Marcap Solutions

Edit, proofread, and format all materials before client distribution; design and edit presentations, correspondence, and research reports using Word, Excel, PowerPoint, Adobe Photoshop, and InDesign; design templates for Equity Research Department (Morning Notes, Initiating Coverage Reports, Corporate Presentations, Excel graphs and charts); format materials for Equity Research / Investment Banking; organize teach-ins with Analysts to streamline the publication process; develop color palettes for presentations, Excel, and Word charts; maintain distribution lists to ensure clients receive Equity Research materials; create front-page graphics for sector-specific Initiating Coverage reports; working knowledge of Canadian Press and Chicago style guides.

Research Administrator at MGI Securities

Planned and managed the launching of the Equity Research Department; proofread and formatted reports to comply with Compliance standards; designed, created, and edited daily morning research notes and company reports, supporting eight to ten analysts with a coverage list of over 50 companies; created graphics for reports and presentations; assisted in website refurbishment; designed and maintained Corporate Finance Pitchbooks and Trade Ads; reconciled daily estimates, targets, and recommendations to third-party distributors; developed and maintained client distribution lists.