Managing Director, Portfolio Manager & Product Strategy, Trez Capital
As Managing Director, Portfolio Manager & Product Strategy, Sandra’s focus is on providing strategy, planning and analysis for the management of all fund mandates as well as on strategic initiatives and research analytics undertaken by the firm. Sandra started with Trez Capital as Manager, Financial Planning & Analysis in 2014 and has taken on progressively senior positions since joining the firm.
Sandra began her career in the Assurance and Advisory group at Deloitte & Touche where she focused on clients in the real estate sector. From there she worked for a fund administration company in which she oversaw the accounting, investor services and reporting functions for a portfolio of hedge fund and private equity clients. She later worked at an international development company specializing in the development of integrated resorts. In her role, Sandra worked closely with the executive team on key financial and operational initiatives as the company transitioned from the development of a USD$4.2 billion world-class integrated resort facility in Asia into an operating business with over 2,000 employees across Canada, the U.S., and Asia.
Sandra has a Bachelor in Business Administration (BBA) from Simon Fraser University and holds the, Chartered Accountant (CPA) and Chartered Investment Manager (CIM) designations.