Kate Sinclair
About Kate Sinclair
Kate Sinclair is a Financial Analyst Intern at CIBC and a Portfolio Manager at Trillium Capital, with a background in accounting and finance from Queen's University.
Current Positions at Trillium Capital
Kate Sinclair is currently working as a Portfolio Manager at Trillium Capital. The role is based in Kingston, Ontario, Canada, and it commenced in 2021. Her responsibilities include managing investment portfolios for clients, focusing on optimizing financial returns while managing risk.
Role at CIBC
Kate Sinclair holds a position as a Financial Analyst Intern at CIBC, starting in 2021. This role, based in Toronto, Ontario, Canada, involves working with the Financial Planning and Analysis Deposits Team. Her internship experience includes financial modeling and analysis to support the bank's decision-making processes.
Position at Queen's Women Investors
Kate Sinclair works as a Research Analyst in Macro Markets for Queen's Women Investors. This position, also starting in 2021 and based in Kingston, Ontario, Canada, involves researching macroeconomic trends and their impact on various financial markets. Her role contributes to the broader investment strategies of the organization.
Educational Background
Kate Sinclair studied at the Smith School of Business at Queen's University. She pursued a Bachelor of Commerce (BCom) with a concentration in Accounting and Finance. Her education, spanning from 2019 to 2023, provided her with a solid foundation in financial principles and business strategies.
Previous Experience at we are well
Kate Sinclair's previous experience includes working as a Data Analyst at we are well for three months in 2021. Based in Kingston, Ontario, Canada, her responsibilities involved data collection, cleaning, and analysis to support the company’s operational strategies.
Experience as Mathematics Tutor at Kumon
From 2017 to 2019, Kate Sinclair worked at Kumon North America, Inc. as a Mathematics Tutor. In this role, based in Delta, British Columbia, Canada, she provided mathematics tutoring to students, helping them improve their math skills through individualized lesson plans.