Financial Analyst Sales

Sophia Ren

*** ***** **, *******, **, M*R *G* 647-***-**** ************@*******.***

SUMMARY OF QUALIFICATIONS

• Designation: Chartered Financial Analyst (CFA), Level II Candidate, AICPA Candidate.

• Technique: Excel with VBA, PowerPoint, SAS, R, Access, Sales-force database, Word and Visio.

• Analytic: modeling (DCF, LBO, M&A and AE), accounting, credit, sensitivity and data analysis.

EDUCATION

Distinct Honor B. Comm., Rotman Commerce, University of Toronto Sep.2012-Apr. 2015

• Specialist in Accounting, Minors in Statistics and Economics

• Completed Bachelor degree in two and a half year without summer school with distinct honor.

• Terminal Year GPA:3.67/4, CGPA: 3.42/4 (TOP 10% of program)

pROFESSIONAL EXPERIENCE

Equity Research Intern, Huatai Securities Co., LTD May - Jul

2014

• Prepared financial models to evaluate IPO firms, analyzed scenarios and presented results to

team.

• Performed due diligence and evaluate investment memos; presented and supported senior

analysts.

• Participated in additional project- “GARP strategy development” and monitored ongoing portfolio.

• Maintained IPO database includes financial forecasts, valuations multiples and industry

overview.

Budget and Financial Analyst Intern, United Securities Co., LTD Jul 2013-Sep 2013

• Participated in budgeting and cash flow forecasting and performed period end financial analysis.

• Managed the transaction book, AR/AP and recorded transactions with analysis of expenses.

• Interpreted funding policy to front office employees prepared approval memo to attain funding.

• Presented foreign risk regulations to CFO to assist the corporate standards development.

Director, Communication and Alumni Relations, AIESEC Toronto Sep 2012-May 2013

• Maintained relationships with 300+ alumni through emails, phone calls and coffee chats.

• Hosted “AIESEC Alumni Gala” with 30 members from 3 Universities and invited 200 alumni.

• Managed “Sales-force” Database which contains over 4000 Alumnus’ information.

RESEARCH PROJECT

• Topic: “Changes in value-reverence of earnings and book values over the past 60 years”

• Used SAS and R to build 50+ models and regressed 700,000 stock data from WRDS.

Conclusion: The value-relevance of BV increased more significantly compare to that of Earnings.

EXTRACRRICULUM ACTIVITIES

Team Leader, Rotman Portfolio Management Mock Investment Project Jan-Apr 2014

• Designed a set of equity and derivative trading strategies and executed in a portfolio of $1,000,000.

• Spearheaded a team of 4 to manage a portfolio yielded 31.85% over one quarter.

Sophia Ren

395 Huron St, Toronto, ON, M5R 2G5 647-***-**** ************@*******.***

Badminton Coach, C2 Badminton Club (Toronto, Canada) Feb - Jul 2013

• Demonstrated badminton skills and advised strategies to over 30 students aging from 6 to 35.

Co-Founder & President, Campus team of SIFE (Students in Free Enterprise) 2010- Jun 2012

• “Best Individual” of SIFE Business Challenge Competition sponsored by KPMG and HSBC.

INTERESTS

• Badminton: Chinese National Second Class Athlete, 10 years professional training experience.

• Track and Field: City level gold medalist in female 100 meters hurdles and triple jump.

Sophia Ren

395 Huron St, Toronto, ON, M5R 2G5 647-***-**** ************@*******.***

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