Alex Demens

Specialist, Institutional Portfolio Operations at CC&L

Alex Demens has a diverse work experience that spans multiple industries. In 2017, Alex worked as a Sales Associate at GolfTown, where they excelled in delivering exceptional customer service and sharing their expertise in the sport of golf. In 2019, they worked as a Student Business Officer at Western Economic Diversification Canada, reviewing business loan applications and writing financial reports. They also had a role as a Mutual Fund Associate at Raymond James, where they executed high volumes of buy and sell order transactions and managed email inquiries. In 2020, Alex worked as an Equity Research Associate Intern at Raymond James, building valuation models and preparing regular updates on industry key performance indicators. They continued their finance-related work in 2021 as a Finance Intern (M&A) at Finning, conducting research on target companies for potential M&A opportunities and developing presentation material for senior management. Most recently, Alex joined Connor, Clark & Lunn Financial Group (CC&L) in 2022 as a Specialist in Institutional Portfolio Operations. In this role, they perform daily cash, trade, and income reconciliations for over 70 institutional portfolios and investigate and resolve discrepancies with internal and external parties.

Alex Demens attended St. George's School from 2011 to 2016. During this time, there is no specific mention of a degree or field of study. Following that, Alex Demens pursued a Bachelor of Commerce degree in Accounting and Finance at the University of Victoria, Gustavson School of Business from 2016 to 2021. Furthermore, they obtained a certification in the Canadian Securities Course (CSC®) from the Canadian Securities Institute in May 2023.

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Timeline

  • Specialist, Institutional Portfolio Operations

    April, 2022 - present