Patrick O'brien
About Patrick O'brien
Patrick O'Brien is a Financial Services Representative at CIBC and a Fund Manager at Sobey School of Business IMPACT FUND, specializing in Materials & Industrials sectors.
Title and Current Roles
Patrick O'Brien holds the title of Financial Services Representative. He is currently employed at the Sobey School of Business IMPACT FUND as a Fund Manager for the Materials & Industrials Sector. Additionally, he works at CIBC as a Financial Services Representative based in Halifax, NS.
Past Roles and Experiences
Patrick O'Brien's professional experience includes working as a Research Associate in the Materials Sector for the Sobey School of Business IMPACT FUND from 2016 to 2017. Previously, he served as a Teaching Assistant at the Sobey School of Business at Saint Mary's University for four months in 2016, located at 903 Robie Street, Halifax, Nova Scotia.
Educational Background
Patrick O'Brien studied Finance & Economics at Saint Mary's University, where he completed his education from 2014 to 2018. His academic achievements laid the groundwork for his expertise in financial services and fund management.
Skills and Tools Utilized
Patrick O'Brien employs various financial tools and models in his professional duties. He extensively uses Bloomberg terminals and Capital IQ for conducting equity research. He also produces DCF, DDM, and Trading Comparables models to determine stock price targets. His work involves creating and presenting weekly economic highlights and tracking portfolio performance.
Responsibilities in Fund Management
In his role at the Sobey School of Business IMPACT FUND, Patrick O'Brien is responsible for making final decisions on portfolio composition changes. These decisions are made in alignment with the Investment Policy Statement and require the consent of the Director. His role also necessitates producing and presenting weekly updates on economic highlights and portfolio performance.