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Experience

CIBC · Gallant MacDonald.

Data Scientist Intern

Jan – Apr 2023 · Toronto, Canada

I built data analysis and reporting tools for Gallant MacDonald, a multi-family office within CIBC Wood Gundy, and supported investment due diligence.

01

Fund analysis

Fund comparison model

Built a Python and pandas model to compare the returns of up to six funds, with charts for correlation, risk and reward, rolling active returns, drawdowns, and other statistics. Automated the transfer of these charts into PowerPoint using VBA.

Investment due diligence

Participated in due diligence meetings with portfolio managers from firms including TCC, Group RMC, and Hamilton Lane. Prepared memos covering liquidity, distribution schedules, market correlations, and potential risks.

02

Market analysis

Automated market presentations

Used Morningstar Analytics Lab to collect market data, pandas to clean and process it, and seaborn to generate charts. A VBA macro assembled the results into PowerPoint.

The resulting two-click workflow produced more than 150 pages of market analysis in under five minutes.

03

Portfolio reviews

Review automation

Built a tool that retrieves data from Croesus and SharePoint APIs and feeds it into Excel reporting macros. Added a PyQt5 interface with QThread-based background processing.

Reduced the average time to create a portfolio review from 30 minutes to less than five minutes.