Jimmy Desai, CFA, MBA

Location
Calgary, Alberta

“Global markets are as fascinating as the great outdoors—both demand exploration, adaptability, and care.”

I didn’t initially set out for a career in finance. While my journey wasn’t linear, the thread tying it all together has always been a love for problem-solving and analyzing complex systems. The path leading here has taught me to embrace complexity and stay curious, both in the market and in life.

I began in software development, where I developed models to help companies understand their impact and financial bottom line through quantitative analysis. Intrigued by the deep-dive process of analyzing companies, I switched gears to take on an internship role in emerging markets research. I was instantly hooked and seized an opportunity to join McLean & Partners (now CWB Wealth Partners) as a Research Analyst in 2014. 

Today, in my role as Associate Portfolio Manager, International Equities I’m fortunate to spend my days uncovering new investment opportunities and keeping a close eye on our holdings. My passion lies in the intricate world of global equities—researching companies, building financial models, and diving deep into valuation analysis to make thoughtful, long-term investment decisions. 

I earned my MBA from the Rotman School of Management at the University of Toronto and a degree in Electrical Engineering from the University of Ottawa, both of which have shaped my approach to understanding the interconnectedness of markets.