Lucas Larosa
Portfolio Monitoring & Performance Analyst @Trans-Canada Capital
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WORK HISTORY
Portfolio Monitoring & Performance Analyst @Trans-Canada Capital
Montréal, CA
Support Front Office and Sales teams in portfolio monitoring, performance validation, and reporting across asset classes.• Prepare and optimize monitoring reports for external managers, ensuring data accuracy and consistency.• Collaborate with the Sales team to deliver data insights and performance dashboards supporting client communication and business development.• Contribute to cross-functional projects with IT, Sales, and Front Office to improve process efficiency, data governance, and reporting automation.• Leverage Python, SQL, and Power BI to enhance analytical tools, streamline workflows, and strengthen decision-making capabilities.
EDUCATION
Centre International de Valbonne (collège et lycée)
Baccalauréat International, Section Italienne / Filière économique et sociale
Concordia University
Bachelor of Commerce - BCom, Finance et services de gestion financière
CFA Institute
CFA level 1 Candidate, Finance et services de gestion financière
SKEMA Business School
Management & Business Administration - Finance
IFSE
Canadian Investment Funds certificate, Finance et services de gestion financière
SKILLS
ABOUT LUCAS LAROSA
Portfolio Monitoring and Performance @Trans-Canada Capital | Finance, Gestion de portefeuille
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