Hi! I’m Caroline.

University of Waterloo

2018 – 2022 (Expected)

Bachelors of Honours Mathematics/Business Administration with a Minor in Statistics

Cumulative Average: 81%

Relevant Courses: Corporate Finance (99%), Applied Linear Models (95%), Statistics & Probability (88%), Intro. to Investments (82%)

CFA Institute

CFA Level I Exam - passed February 2022

CFA Level 2 Exam - writing November 2023

Eckler

Investments and DC Analyst

October 2022 - present

• Managed 10+ clients with different consultants and completed work in a timely manner.

• Performed research and analysis on fixed income and private debt/equity markets and asset managers

• Completed insightful research pieces on investment industry trends

Aon

Technical Finance Analyst

Fall 2020 | Summer 2021 | Winter 2022

Co-op experience in 2020 and 2021 with the Aon Rating Agency Advisory within the Reinsurance Solutions line of business. The 2022 co-op position is within the Commercial Risk Solutions line of business.

• Leveraged Excel VBA to update financial analytical tools to increase efficiency

• Performed research and analysis on insurance and reinsurance industry trends

• Completed statistical analysis on A.M. Best’s rating methodology to provide comprehensive information to clients

Mercer

Health & Benefits Analyst

January 2020 - April 2020

• Proven time-management skills and ability to prioritize and adapt through working with multiple clients and projects while meeting deadlines

• Projects included benefit plan renewals, projections, monthly experience reports, and auditing benefit plan financial information

Bank of Nova Scotia

Digital Marketing Intern

May 2019 - August 2019

• Examined credit card affiliate market, presented analysis, and provided recommendations based on findings

• Managed and developed optimization strategies to improve targeting efficiency