As a CFA charter holder I have shown my perseverance to my career by continually striving to improve my skills and my knowledgebase. At CPPIB I was fortunate to work with a great team, the Structured Products group where I worked with many derivative products including TRS, PRS, IRS & CDS to name a few. I worked all aspects starting from settlements to Collateral Management to P&L where I spent several years honing my craft. I have a high degree of proficiency in Excel and building Macro’s. I recently have brought my many skills to the Core Rate Desk at BMO. I enjoy working for Mike Fisher’s Core Rates Swap team and have learnt much since starting here in early 2015. I have expanded my exposure as I am now working with products such as put & call options, Cross currency swaps, structured notes, and many more exotic OTC products that I enjoy learning about. I am seeking engaging and competitive work in a high pressure environment.

1. TREVOR BARRATT H.B.SC
#4 – Firwood Crescent Phone: 416-884-5653
Toronto, Ontario M9B 2V7 Email: trevor.barratt@utoronto.ca
Seeking challenging employment in Capital Markets
As a CFA charter holder I have shown my perseverance to my career by continually striving to improve
my skills and my knowledgebase. At CPPIB I was fortunate to work with a great team, the Structured
Products group where I worked with many derivative products including TRS, PRS, IRS & CDS to name
a few. I worked all aspects starting from settlements to Collateral Management to P&L where I spent
several years honing my craft. I have a high degree of proficiency in Excel and building Macro’s. I
recently have brought my many skills to the Core Rate Desk at BMO. I enjoy working for Mike Fisher’s
Core Rates Swap team and have learnt much since starting here in early 2015. I have expanded my
exposure as I am now working with products such as put & call options, Cross currency swaps, structured
notes, and many more exotic OTC products that I enjoy learning about. I am seeking engaging and
competitive work in a high pressure environment.
EXPERIENCE
Associate,InterestRate Desk Support,BMO, Toronto Jan 2015 – Present
Responsibilities: Timely Daily P&L reporting for Core Rates under Mike Fisher. Fix and/or
explain any discrepancies between systems. Assist with trade bookings; monitor the trade flow
from systems. Affirm and review any non MarkitWire OTC deals. Perform reconciliation
between systems at the EOD,fix any system issues. Assist Sales and Traders with many ad hoc
duties.
Relevant Skills acquired: P&L Reporting,Relationship management, MarkitWire, Calypso,
Trader EH, PAA,MFL, BBG, Excel reports, VBA and process improvements.
Analyst, Structured Products, CPPIB,Toronto May 2011 – Dec 2014
Responsibilities: P&L reporting for GCS Long/Short & Quantitative groups. Manage the
collateral movements and the investment of overnight funds. Reconcile Tri-Optima.
Relavant Skills acquired: Relationship management, BBG, SCD, Murex, Excel reports, VBA
Derivatives Administrator, CPPIB,Toronto Dec 2010 – May 2011
EDUCATION
University ofToronto, Toronto 2010
Honours Bachelor ofScience,Department of Mathematics
- Specialist: Applied Mathematics with Applications to Economics and Finance
- Major: Statistics
CFA Institute – Current Charter Holder
CSI Institute – Completed the Canadian Securities Course
Other Skills – Analysis: Financial Statement Analysis
– Programming: Python, R, SAS, VBA and MATLAB
– Software:BBG, Murex, SCD, Word, Excel, Maple and PowerPoint, Calypso,
MarkitWire, Trader EH