Fundraising Fox

Zak Jelusic

Investor

Operations Associate at 1k(x)

British Virgin Islands

About

Zak Jelusic is an operations associate at 1kx, a Chartered Accountant and Financial Analyst who handles accounting, administration, and investor relations. He previously worked at BDO, where he led fund audits, and at Rawlinson & Hunter, providing accounting, administration, and fiduciary services to companies and trusts.

Experience

  1. 1kxOperations Associatecurrent2022 — present
  2. Tovel Consulting Ltd.Client Managercurrent2022 — presentVirgin Islands (British)
  3. Rawlinson & HunterFiduciary Officer2019 — 2021British Virgin Islands
  4. BDO Limited (British Virgin Islands)Audit Senior2018 — 2019British Virgin Islands
  5. Densmore Consulting ServicesMarker2017Dartmouth, Nova Scotia (marking done virtually)
  6. BDO CanadaSenior Accountant2013 — 2017Chatham, Ontario
  7. Dimensional Fund AdvisorsSenior Associate, Financial Advisor Services2011Vancouver, British Columbia
  8. T.E. WealthPortfolio Analyst2010 — 2011Vancouver, British Columbia
  9. Union GasAccounting/Credit Analyst2007 — 2008Chatham, Ontario
  10. Union GasCoordinator, Gas Supply Evaluation2006 — 2007Chatham, Ontario

Education

  1. University of WindsorPost Graduate Degree Studies, Accounting2012
  2. Simon Fraser UniversityMBA, Global Asset and Wealth Management2008 — 2010
  3. Wilfrid Laurier UniversityBBA, Accounting2002 — 2006

Skills & more

Leadership2Analysis1Financial Analysis9Bloomberg2Investments5Investment Strategies3Financial Modeling5Equities4Portfolio Management2Asset Management1Corporate Finance2Finance1
+2 moreValuationStrategic Financial Planning

Languages English · French · Spanish

  • Chartered Business Valuator ProgramChartered Business Valuators Institute (CBV Institute)
  • Chartered Professional Accountant, Chartered AccountantCPA Ontario
  • Chartered Financial AnalystCFA Institute
  • Conduct and Practices Handbook CourseCanadian Securities Institute
  • Canadian Securities CourseCanadian Securities Institute
  • Bloomberg Product Certification Course - EquityBloomberg
  • Bloomberg Product Certification Course - Fixed IncomeBloomberg

From Zak's professional profile.

Same school

Shared employers

Colleagues at 1k(x)