Profile
Mr. Thomas Klein, CFA, is an US Equity Analyst at NS Partners Ltd. He joined the firm in April 2019.
He started his career with RBC Capital Markets in 2011, initially in a variety of roles across sales, trading, investment banking, and research before settling in the latter, first as a Research Associate and then as a Research Analyst in the integrated oil & gas sector.
Mr. Klein has a Bachelor of Commerce from Queen’s University in Canada and is a CFA charterholder.
Former positions of Thomas Klein
| Companies | Position | End |
|---|---|---|
RBC Europe Ltd. (Broker)
RBC Europe Ltd. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/02/2019 |
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Investment ManagersFinance CPP Investments actively buy and sell public and private investments to build a diversified global portfolio that maximizes long-term returns. The firm invests across all major asset classes: public equities, private equities, real estate, infrastructure and fixed income instruments. | Corporate Officer/Principal | 30/08/2010 |
NS Partners Ltd.
NS Partners Ltd. Investment ManagersFinance NS Partners specializes in global equity investments and uses a fundamental approach with macroeconomic and liquidity analysis as the framework for portfolio construction. The firm utilizes an integrated investment approach based on company research, sector trends, macroeconomic and liquidity and risk analysis. Investment strategy is set in line with the investment policy of the client as established in the Investment Management or Sub-Adviser Agreement. The portfolio managers take a team-based approach to the management of all accounts. | Analyst-Equity | - |
RBC Dominion Securities, Inc.
RBC Dominion Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Training of Thomas Klein
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Investment ManagersFinance CPP Investments actively buy and sell public and private investments to build a diversified global portfolio that maximizes long-term returns. The firm invests across all major asset classes: public equities, private equities, real estate, infrastructure and fixed income instruments. | Finance |
RBC Dominion Securities, Inc.
RBC Dominion Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
NS Partners Ltd.
NS Partners Ltd. Investment ManagersFinance NS Partners specializes in global equity investments and uses a fundamental approach with macroeconomic and liquidity analysis as the framework for portfolio construction. The firm utilizes an integrated investment approach based on company research, sector trends, macroeconomic and liquidity and risk analysis. Investment strategy is set in line with the investment policy of the client as established in the Investment Management or Sub-Adviser Agreement. The portfolio managers take a team-based approach to the management of all accounts. | Finance |
Queen's University
Queen's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
RBC Europe Ltd. (Broker)
RBC Europe Ltd. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
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