* Part of a three member investment fund responsible for generating attractive risk-adjusted returns ($45 mln AUM, long/short fund focused on Canadian and US equities). * Kept on top of macro, sector and company specific trends to help identify attractive investments. * Presented new investment ideas, supporting data and conclusions to PMs. * Applied various valuation metrics and technical analysis to determine appropriate price level targets. * Maintained databases of industry trends to identify changing themes or new investment opportunities. * Participated in management meetings, analyst meetings and broker-sponsored conferences. * Produced weekly risk management and profit attribution reports. * Created and maintained financial models, comparable valuation tables and industry specific metrics. * Responsible for numerous ad-hoc requests and conducted due diligence in a timely manner. * Performed day to day tasks within a start-up entrepreneurial fund environment.

* Covered public Canadian technology companies alongside top-ranked Analysts in the High Tech sector (Brendan Woods: #1 ranked, #3 ranked and a third Analyst who moved from #12 to #5 ranking in one year during my term). * Conducted industry and company specific research to determine valuation and investment recommendations. * Updated Analyst, Sales team and clients of potential impact on companies under coverage. Prepared equity research reports and research notes. * Strong analytical and modeling skills used to develop financial models and forecasts. * Interacted with company management, third party research firms and industry specialists.

* Was responsible to forecast and model subscriber growth, traffic and usage growth and financials across business units to accurately forecast upgrades and capital expenditures to optimize spending. * Managed and forecasted all capacity-related issues, resources and policy on the broadband network to ensure the highest level of service for our customers. * Successfully led a team to complete the highly visible Customer Performance Improvement initiative. * Kept on the forefront of trends and product offerings in the telecommunication industry to ensure our firm utilized the most cost effective solutions and provided a better product than our competitors. * Communicated strategic ideas, status updates and results to company Executives.

Responsible to source, analyze, value, manage and perform diligence and execute to close of vertical market software businesses on a global level.

* Lead the M&A group at Doxim and responsible to: * source and evaluate against our investment criteria and strategy * evaluate and price potential opportunities * negotiate and execute to close on acquisitions * manage third party advisors and the lender community to secure funding * manage our opportunity pipeline, and M&A resources * and * report results to key internal and external stakeholders including Company Executives, the Board and our PE-sponsor