Michael Southern
Portfolio Manager at Newport Private Wealth
Based in Toronto, Canada
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Seniority
Manager
Department
Finance & Accounting
Location
Toronto
Industry
Financial Services
Company size
91
Contact information
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m•••••••@newportprivatewealth.ca
Phone
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Background
About Michael Southern
Financial services professional with five years experience in investment management and research. Summary of Skills: • In-depth knowledge of financial markets, equity, fixed income, and fund investments • Technical proficiency with Microsoft Excel, Word, PowerPoint, Thomson Reuters Eikon, Morningstar, SEDAR • Strong knowledge of valuation approaches and application: DDM, DCF, price-multiples, enterprise valuation • Excel financial modeling for use in valuation, scenario analysis, and forecasting future results • Skilled in providing portfolio management advice to Advisor and retail-level clients • Experience at a client-centric startup company and multitasking in a results-driven environment
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