Elena Mitropolsky, MBA, CFA

Degrees, Designations, Diplomas, and Certificates:  

Elena Mitropolsky

  • MBA (University of Ottawa)
  • CFA Charterholder (since 2001)
  • WSET 2 (2015)

PROFESSIONAL AND TEACHING EXPERIENCE

  • Associate/College Professor, 2017-present  Okanagan School of Business, Okanagan College, Kelowna, BC
  • Lecturer 2016-2018 University of British Columbia Okanagan
  • Assistant Vice President, Corporate Finance, 2013-2016  Great-West Lifeco, Winnipeg, Manitoba
  • Senior Research Analyst, Equities, Global Financial Services, 2007-2012  Silkroute Financial, London, UK and Lusight Research (Goldman Sachs affiliatBe), London UK/Toronto
  • Associate Research Analyst, Equities, Canadian Financial Services 2002-2006  Desjardins Securities, Toronto 

Other Teaching Experience:

  • Adjunct Professor 2016  MBA University of Manitoba, Winnipeg
  • Visiting Lecturer 2012 Cass Business School, London, UK

Specialties: Corporate Finance, Investment, Derivatives 

Academic Service:

  • Faculty Advisor, UBCO Portfolio Management Group, and CFA Research Challenge, 2017-18
  • Current research interests include wine and beer business and economics studies with a focus on small local-based producers

Associations and Memberships:

  • Board Director and Membership Chair, CFA Society Okanagan

Accomplishments:

As a sell-side analyst, published a number of research reports on global financial institutions.  Built a loyal client base successfully marketing the coverage universe to clients, and designing interactive and client-friendly models and other research tools

Skills:

  • Financial Modelling
  • Valuation
  • Sell-side research
  • Financial Planning and Analysis
  • Professional Training
  • Marketing to Institutional Clients