Project Manager Management

JASON LI

***** ******* **. ******* ** *****

ab9mlt@r.postjobfree.com 510-***-****

EDUCATION

University of Ottawa - Ottawa, Canada

Sep 2009- Jun 2013

Bachelors of Commerce with Honors, Finance

. Relevant Coursework: International Finance, Portfolio Management, Options

and Futures, Equity Valuation, Intermediate Accounting, Strategic

Management, Consumer Behavior, Business Law, Management Information

Systems

. 3rd Place Winner of Live-Case Equity Valuation competition- Financial and

ethical analysis of 15.1 Billion CNOOC-Nexen M&A

. University of Ottawa Entrance Scholarship and Telfer School of Management

Dean's Leadership Scholarship

EXPERIENCE

Tradex Management Inc. - Ottawa, Canada

Jan 2013- Apr

2013

Financial Advisor Intern

. Worked alongside senior Investment Advisers with portfolio analysis

. Participated in the preparation of portfolio reviews and presentations

for clients

. Engaged in market data research for companies and clients

. Developed a series of spreadsheets to organize client information and

account manager performance

. Participated in administrative/management activities associated with the

operations of small progressive companies

Opinion Search Inc. - Ottawa, Canada

Sep 2011- Dec 2011

Market Research Interviewer

. Conducted a variety of quantitative research studies in public and

private sectors

. Analyzed statistics and provided brief reports of market research

findings

. Balanced a full-time academic workload with part-time employment

throughout the school year

ACTIVITIES

World University Services of Canada (WUSC), Vice President of Finance

Jan 2012- Jun 2013

Foundation that provides education/training to improve livelihoods and

foster social and economic development

. Worked on the Student Refugee Program at the University of Ottawa and

assisted in sponsoring 3 refugee students from Africa

. Prepared the monthly financial statements and annual budget in

conjunction with SFUO Organizing Body

. Ensured the initial banking orientation such as choosing a bank,

presentation of Canadian money and conversion rates

. Explained to sponsored students about bank services such as savings

plan, interest rates and different methods of payment

. Kept close contact with students by offering long-term financial planning

and general advice on management of expenses

Christie Lake Kid's Foundation, Project Manager

Sep 2010- Apr 2011

Charity for economically disadvantaged children and youth in Ottawa

. Mentored teenagers at social risk to help them boost their self-esteem

. Promoted the importance of building healthy relationships, social

responsibility, and personal accountability through recreation and skill

building activities

SIFE University of Ottawa, Director of Developments

Sep 2010- Apr 2011

Organization educating people on concepts like market economics,

entrepreneurship, and business ethics

. Responsible for the evaluation and selection of educational outreach

programs

. Promoted the organization to the community and recruited new members

within the school faculty

. Hosted banquets, coffeehouses and silent auctions for charity

SKILLS

. Technical: Bloomberg, SQL, IFRS & GAAP, Advanced Financial Modeling

(Excel), VBA, Writing formal reports,

. Language: French, Mandarin Chinese, and Spanish (Conversational)

ADDITIONAL INFO

. Qualified to work legally in the USA and Canada without needing

sponsorship

. Personal Tutor for students in Accounting and Finance

. Favorite activities are Basketball, Piano, Poker

Contact this candidate